Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2...

51
Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009

Transcript of Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2...

Page 1: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

Upgrading to NotesDomino 851

Session 2

November 12 2009

2

Agenda

Session 1 - 111109

1 Quality from the Outside-In Upgrading to NotesDomino 851

2 NotesDomino 851 Content Review

Session 2 - 111209

3 Upgrading our Customers

4 Supporting our Customers

3

Agenda ndash Session 2

3 Upgrading our Customers

Upgrading our Customers IBM Electronic Support Deployment Best Practices

Upgrading our Customers

Jim Marsden | Program Director Notes Client Adoption

5

Notes 6 7 End of Service

6

NotesDomino 851is the best upgrade target

Quality Consumability focus Customer reported defect fixes

Features User productivity Expanded application development Richer web experience

Investment protection Newer OS support (Win 7 Snow Leopard RHEL 54) Platform for embedded Sametime and Symphony upgrades

Install and Deployment Best Practices

Rick Wilson | Notes Senior Technical Staff MemberTracey Nolander | Client Self-Assist Program Director

8

IBM Electronic Support (Tracey Nolander)

The NEW IBM Support Portal Electronic Support Resources Lotus Product Wikis The NEW NotesDomino Upgrade Cookbooks Discussion Forums Customer Enablement The Welcome Letter Support Content Highlights

Upgrading the Notes Client -- Best Practices (Richard Wilson)

Planning your Notes deployment Customizing the install kit Building and testing the deployment package Piloting the upgrade Rolling-out your deployment Managing Notes

QampA

IBM Electronic Support

The NEW IBM Support Portal Evolving from multiple support sites and tools to a single Support Portal

Current State IBM Support Portal

Different web sites amp multiple tools

Centralized amp simplified experience

Try the new IBM Support Portal today wwwibmcomsupportentryportal

The NEW IBM Support Portal Centralized view of technical information across Information Centers Wikis and

Technotes for all IBM products -- Systems Software and Services

wwwibmcomsupportentryportal

Some Resources Available via the Portal

Product Wikis ndash Find best practices hints and tips deployment scenarios enablement Information Centers ndash Search product documentation Browse Technotes ndash View technotes by Product and Category Lotus Fix Lists - Find information on upcoming fixes including release status Fix Central ndash Download fix packs Training and Certification ndash Find education and the new Multimedia Library for Lotus Notes Key Content Resources ndash Get a list of key links for a product Product Discussion Forums ndash Engage in customer-to-customer collaboration developerWorks Lotus ndash Find white papers and other developer resources My Notifications ndash Subscribe to support content including flashes and alerts Upgrade Central ndash Access key planning resources IBM Lotus Redbooks ndash Find available Redbooks Service Request (SR) tool ndash Open and track PMRs electronically

wwwibmcomsupportentryportal

See the ldquoClickawayrdquo Page for more information wwwibmcomsoftwarelotussupportclickaway

Lotus Product Wikis Lotus Product Wikis ndash a rich source of deployment and use scenarios

enablement materials and best practices

Product wiki index wwwibmcomdeveloperworkslotuscommunitywikishtml

The NotesDomino Upgrade Cookbooks Both the 65x to 851 cookbook (brand new) and 65x to 802 cookbook

are available at wwwlotuscomldddominowikinsfdxUC1_TableofContentshtm

A powerful one-stop shop for your Notes and Domino upgrade needs

Help others by sharing your upgrading knowledge and experience

Its Easy to Access the NotesDomino Upgrade Cookbooks1 Search the NotesDomino wiki for Upgrade Cookbook

2 Use the left-hand navigator in the NotesDomino wiki to select ldquoUpgrade cookbooksrdquo

3 Google Upgrade Cookbook ndash its the first link that comes up

OR

OR

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 2: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

2

Agenda

Session 1 - 111109

1 Quality from the Outside-In Upgrading to NotesDomino 851

2 NotesDomino 851 Content Review

Session 2 - 111209

3 Upgrading our Customers

4 Supporting our Customers

3

Agenda ndash Session 2

3 Upgrading our Customers

Upgrading our Customers IBM Electronic Support Deployment Best Practices

Upgrading our Customers

Jim Marsden | Program Director Notes Client Adoption

5

Notes 6 7 End of Service

6

NotesDomino 851is the best upgrade target

Quality Consumability focus Customer reported defect fixes

Features User productivity Expanded application development Richer web experience

Investment protection Newer OS support (Win 7 Snow Leopard RHEL 54) Platform for embedded Sametime and Symphony upgrades

Install and Deployment Best Practices

Rick Wilson | Notes Senior Technical Staff MemberTracey Nolander | Client Self-Assist Program Director

8

IBM Electronic Support (Tracey Nolander)

The NEW IBM Support Portal Electronic Support Resources Lotus Product Wikis The NEW NotesDomino Upgrade Cookbooks Discussion Forums Customer Enablement The Welcome Letter Support Content Highlights

Upgrading the Notes Client -- Best Practices (Richard Wilson)

Planning your Notes deployment Customizing the install kit Building and testing the deployment package Piloting the upgrade Rolling-out your deployment Managing Notes

QampA

IBM Electronic Support

The NEW IBM Support Portal Evolving from multiple support sites and tools to a single Support Portal

Current State IBM Support Portal

Different web sites amp multiple tools

Centralized amp simplified experience

Try the new IBM Support Portal today wwwibmcomsupportentryportal

The NEW IBM Support Portal Centralized view of technical information across Information Centers Wikis and

Technotes for all IBM products -- Systems Software and Services

wwwibmcomsupportentryportal

Some Resources Available via the Portal

Product Wikis ndash Find best practices hints and tips deployment scenarios enablement Information Centers ndash Search product documentation Browse Technotes ndash View technotes by Product and Category Lotus Fix Lists - Find information on upcoming fixes including release status Fix Central ndash Download fix packs Training and Certification ndash Find education and the new Multimedia Library for Lotus Notes Key Content Resources ndash Get a list of key links for a product Product Discussion Forums ndash Engage in customer-to-customer collaboration developerWorks Lotus ndash Find white papers and other developer resources My Notifications ndash Subscribe to support content including flashes and alerts Upgrade Central ndash Access key planning resources IBM Lotus Redbooks ndash Find available Redbooks Service Request (SR) tool ndash Open and track PMRs electronically

wwwibmcomsupportentryportal

See the ldquoClickawayrdquo Page for more information wwwibmcomsoftwarelotussupportclickaway

Lotus Product Wikis Lotus Product Wikis ndash a rich source of deployment and use scenarios

enablement materials and best practices

Product wiki index wwwibmcomdeveloperworkslotuscommunitywikishtml

The NotesDomino Upgrade Cookbooks Both the 65x to 851 cookbook (brand new) and 65x to 802 cookbook

are available at wwwlotuscomldddominowikinsfdxUC1_TableofContentshtm

A powerful one-stop shop for your Notes and Domino upgrade needs

Help others by sharing your upgrading knowledge and experience

Its Easy to Access the NotesDomino Upgrade Cookbooks1 Search the NotesDomino wiki for Upgrade Cookbook

2 Use the left-hand navigator in the NotesDomino wiki to select ldquoUpgrade cookbooksrdquo

3 Google Upgrade Cookbook ndash its the first link that comes up

OR

OR

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 3: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

3

Agenda ndash Session 2

3 Upgrading our Customers

Upgrading our Customers IBM Electronic Support Deployment Best Practices

Upgrading our Customers

Jim Marsden | Program Director Notes Client Adoption

5

Notes 6 7 End of Service

6

NotesDomino 851is the best upgrade target

Quality Consumability focus Customer reported defect fixes

Features User productivity Expanded application development Richer web experience

Investment protection Newer OS support (Win 7 Snow Leopard RHEL 54) Platform for embedded Sametime and Symphony upgrades

Install and Deployment Best Practices

Rick Wilson | Notes Senior Technical Staff MemberTracey Nolander | Client Self-Assist Program Director

8

IBM Electronic Support (Tracey Nolander)

The NEW IBM Support Portal Electronic Support Resources Lotus Product Wikis The NEW NotesDomino Upgrade Cookbooks Discussion Forums Customer Enablement The Welcome Letter Support Content Highlights

Upgrading the Notes Client -- Best Practices (Richard Wilson)

Planning your Notes deployment Customizing the install kit Building and testing the deployment package Piloting the upgrade Rolling-out your deployment Managing Notes

QampA

IBM Electronic Support

The NEW IBM Support Portal Evolving from multiple support sites and tools to a single Support Portal

Current State IBM Support Portal

Different web sites amp multiple tools

Centralized amp simplified experience

Try the new IBM Support Portal today wwwibmcomsupportentryportal

The NEW IBM Support Portal Centralized view of technical information across Information Centers Wikis and

Technotes for all IBM products -- Systems Software and Services

wwwibmcomsupportentryportal

Some Resources Available via the Portal

Product Wikis ndash Find best practices hints and tips deployment scenarios enablement Information Centers ndash Search product documentation Browse Technotes ndash View technotes by Product and Category Lotus Fix Lists - Find information on upcoming fixes including release status Fix Central ndash Download fix packs Training and Certification ndash Find education and the new Multimedia Library for Lotus Notes Key Content Resources ndash Get a list of key links for a product Product Discussion Forums ndash Engage in customer-to-customer collaboration developerWorks Lotus ndash Find white papers and other developer resources My Notifications ndash Subscribe to support content including flashes and alerts Upgrade Central ndash Access key planning resources IBM Lotus Redbooks ndash Find available Redbooks Service Request (SR) tool ndash Open and track PMRs electronically

wwwibmcomsupportentryportal

See the ldquoClickawayrdquo Page for more information wwwibmcomsoftwarelotussupportclickaway

Lotus Product Wikis Lotus Product Wikis ndash a rich source of deployment and use scenarios

enablement materials and best practices

Product wiki index wwwibmcomdeveloperworkslotuscommunitywikishtml

The NotesDomino Upgrade Cookbooks Both the 65x to 851 cookbook (brand new) and 65x to 802 cookbook

are available at wwwlotuscomldddominowikinsfdxUC1_TableofContentshtm

A powerful one-stop shop for your Notes and Domino upgrade needs

Help others by sharing your upgrading knowledge and experience

Its Easy to Access the NotesDomino Upgrade Cookbooks1 Search the NotesDomino wiki for Upgrade Cookbook

2 Use the left-hand navigator in the NotesDomino wiki to select ldquoUpgrade cookbooksrdquo

3 Google Upgrade Cookbook ndash its the first link that comes up

OR

OR

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 4: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

Upgrading our Customers

Jim Marsden | Program Director Notes Client Adoption

5

Notes 6 7 End of Service

6

NotesDomino 851is the best upgrade target

Quality Consumability focus Customer reported defect fixes

Features User productivity Expanded application development Richer web experience

Investment protection Newer OS support (Win 7 Snow Leopard RHEL 54) Platform for embedded Sametime and Symphony upgrades

Install and Deployment Best Practices

Rick Wilson | Notes Senior Technical Staff MemberTracey Nolander | Client Self-Assist Program Director

8

IBM Electronic Support (Tracey Nolander)

The NEW IBM Support Portal Electronic Support Resources Lotus Product Wikis The NEW NotesDomino Upgrade Cookbooks Discussion Forums Customer Enablement The Welcome Letter Support Content Highlights

Upgrading the Notes Client -- Best Practices (Richard Wilson)

Planning your Notes deployment Customizing the install kit Building and testing the deployment package Piloting the upgrade Rolling-out your deployment Managing Notes

QampA

IBM Electronic Support

The NEW IBM Support Portal Evolving from multiple support sites and tools to a single Support Portal

Current State IBM Support Portal

Different web sites amp multiple tools

Centralized amp simplified experience

Try the new IBM Support Portal today wwwibmcomsupportentryportal

The NEW IBM Support Portal Centralized view of technical information across Information Centers Wikis and

Technotes for all IBM products -- Systems Software and Services

wwwibmcomsupportentryportal

Some Resources Available via the Portal

Product Wikis ndash Find best practices hints and tips deployment scenarios enablement Information Centers ndash Search product documentation Browse Technotes ndash View technotes by Product and Category Lotus Fix Lists - Find information on upcoming fixes including release status Fix Central ndash Download fix packs Training and Certification ndash Find education and the new Multimedia Library for Lotus Notes Key Content Resources ndash Get a list of key links for a product Product Discussion Forums ndash Engage in customer-to-customer collaboration developerWorks Lotus ndash Find white papers and other developer resources My Notifications ndash Subscribe to support content including flashes and alerts Upgrade Central ndash Access key planning resources IBM Lotus Redbooks ndash Find available Redbooks Service Request (SR) tool ndash Open and track PMRs electronically

wwwibmcomsupportentryportal

See the ldquoClickawayrdquo Page for more information wwwibmcomsoftwarelotussupportclickaway

Lotus Product Wikis Lotus Product Wikis ndash a rich source of deployment and use scenarios

enablement materials and best practices

Product wiki index wwwibmcomdeveloperworkslotuscommunitywikishtml

The NotesDomino Upgrade Cookbooks Both the 65x to 851 cookbook (brand new) and 65x to 802 cookbook

are available at wwwlotuscomldddominowikinsfdxUC1_TableofContentshtm

A powerful one-stop shop for your Notes and Domino upgrade needs

Help others by sharing your upgrading knowledge and experience

Its Easy to Access the NotesDomino Upgrade Cookbooks1 Search the NotesDomino wiki for Upgrade Cookbook

2 Use the left-hand navigator in the NotesDomino wiki to select ldquoUpgrade cookbooksrdquo

3 Google Upgrade Cookbook ndash its the first link that comes up

OR

OR

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 5: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

5

Notes 6 7 End of Service

6

NotesDomino 851is the best upgrade target

Quality Consumability focus Customer reported defect fixes

Features User productivity Expanded application development Richer web experience

Investment protection Newer OS support (Win 7 Snow Leopard RHEL 54) Platform for embedded Sametime and Symphony upgrades

Install and Deployment Best Practices

Rick Wilson | Notes Senior Technical Staff MemberTracey Nolander | Client Self-Assist Program Director

8

IBM Electronic Support (Tracey Nolander)

The NEW IBM Support Portal Electronic Support Resources Lotus Product Wikis The NEW NotesDomino Upgrade Cookbooks Discussion Forums Customer Enablement The Welcome Letter Support Content Highlights

Upgrading the Notes Client -- Best Practices (Richard Wilson)

Planning your Notes deployment Customizing the install kit Building and testing the deployment package Piloting the upgrade Rolling-out your deployment Managing Notes

QampA

IBM Electronic Support

The NEW IBM Support Portal Evolving from multiple support sites and tools to a single Support Portal

Current State IBM Support Portal

Different web sites amp multiple tools

Centralized amp simplified experience

Try the new IBM Support Portal today wwwibmcomsupportentryportal

The NEW IBM Support Portal Centralized view of technical information across Information Centers Wikis and

Technotes for all IBM products -- Systems Software and Services

wwwibmcomsupportentryportal

Some Resources Available via the Portal

Product Wikis ndash Find best practices hints and tips deployment scenarios enablement Information Centers ndash Search product documentation Browse Technotes ndash View technotes by Product and Category Lotus Fix Lists - Find information on upcoming fixes including release status Fix Central ndash Download fix packs Training and Certification ndash Find education and the new Multimedia Library for Lotus Notes Key Content Resources ndash Get a list of key links for a product Product Discussion Forums ndash Engage in customer-to-customer collaboration developerWorks Lotus ndash Find white papers and other developer resources My Notifications ndash Subscribe to support content including flashes and alerts Upgrade Central ndash Access key planning resources IBM Lotus Redbooks ndash Find available Redbooks Service Request (SR) tool ndash Open and track PMRs electronically

wwwibmcomsupportentryportal

See the ldquoClickawayrdquo Page for more information wwwibmcomsoftwarelotussupportclickaway

Lotus Product Wikis Lotus Product Wikis ndash a rich source of deployment and use scenarios

enablement materials and best practices

Product wiki index wwwibmcomdeveloperworkslotuscommunitywikishtml

The NotesDomino Upgrade Cookbooks Both the 65x to 851 cookbook (brand new) and 65x to 802 cookbook

are available at wwwlotuscomldddominowikinsfdxUC1_TableofContentshtm

A powerful one-stop shop for your Notes and Domino upgrade needs

Help others by sharing your upgrading knowledge and experience

Its Easy to Access the NotesDomino Upgrade Cookbooks1 Search the NotesDomino wiki for Upgrade Cookbook

2 Use the left-hand navigator in the NotesDomino wiki to select ldquoUpgrade cookbooksrdquo

3 Google Upgrade Cookbook ndash its the first link that comes up

OR

OR

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 6: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

6

NotesDomino 851is the best upgrade target

Quality Consumability focus Customer reported defect fixes

Features User productivity Expanded application development Richer web experience

Investment protection Newer OS support (Win 7 Snow Leopard RHEL 54) Platform for embedded Sametime and Symphony upgrades

Install and Deployment Best Practices

Rick Wilson | Notes Senior Technical Staff MemberTracey Nolander | Client Self-Assist Program Director

8

IBM Electronic Support (Tracey Nolander)

The NEW IBM Support Portal Electronic Support Resources Lotus Product Wikis The NEW NotesDomino Upgrade Cookbooks Discussion Forums Customer Enablement The Welcome Letter Support Content Highlights

Upgrading the Notes Client -- Best Practices (Richard Wilson)

Planning your Notes deployment Customizing the install kit Building and testing the deployment package Piloting the upgrade Rolling-out your deployment Managing Notes

QampA

IBM Electronic Support

The NEW IBM Support Portal Evolving from multiple support sites and tools to a single Support Portal

Current State IBM Support Portal

Different web sites amp multiple tools

Centralized amp simplified experience

Try the new IBM Support Portal today wwwibmcomsupportentryportal

The NEW IBM Support Portal Centralized view of technical information across Information Centers Wikis and

Technotes for all IBM products -- Systems Software and Services

wwwibmcomsupportentryportal

Some Resources Available via the Portal

Product Wikis ndash Find best practices hints and tips deployment scenarios enablement Information Centers ndash Search product documentation Browse Technotes ndash View technotes by Product and Category Lotus Fix Lists - Find information on upcoming fixes including release status Fix Central ndash Download fix packs Training and Certification ndash Find education and the new Multimedia Library for Lotus Notes Key Content Resources ndash Get a list of key links for a product Product Discussion Forums ndash Engage in customer-to-customer collaboration developerWorks Lotus ndash Find white papers and other developer resources My Notifications ndash Subscribe to support content including flashes and alerts Upgrade Central ndash Access key planning resources IBM Lotus Redbooks ndash Find available Redbooks Service Request (SR) tool ndash Open and track PMRs electronically

wwwibmcomsupportentryportal

See the ldquoClickawayrdquo Page for more information wwwibmcomsoftwarelotussupportclickaway

Lotus Product Wikis Lotus Product Wikis ndash a rich source of deployment and use scenarios

enablement materials and best practices

Product wiki index wwwibmcomdeveloperworkslotuscommunitywikishtml

The NotesDomino Upgrade Cookbooks Both the 65x to 851 cookbook (brand new) and 65x to 802 cookbook

are available at wwwlotuscomldddominowikinsfdxUC1_TableofContentshtm

A powerful one-stop shop for your Notes and Domino upgrade needs

Help others by sharing your upgrading knowledge and experience

Its Easy to Access the NotesDomino Upgrade Cookbooks1 Search the NotesDomino wiki for Upgrade Cookbook

2 Use the left-hand navigator in the NotesDomino wiki to select ldquoUpgrade cookbooksrdquo

3 Google Upgrade Cookbook ndash its the first link that comes up

OR

OR

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 7: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

Install and Deployment Best Practices

Rick Wilson | Notes Senior Technical Staff MemberTracey Nolander | Client Self-Assist Program Director

8

IBM Electronic Support (Tracey Nolander)

The NEW IBM Support Portal Electronic Support Resources Lotus Product Wikis The NEW NotesDomino Upgrade Cookbooks Discussion Forums Customer Enablement The Welcome Letter Support Content Highlights

Upgrading the Notes Client -- Best Practices (Richard Wilson)

Planning your Notes deployment Customizing the install kit Building and testing the deployment package Piloting the upgrade Rolling-out your deployment Managing Notes

QampA

IBM Electronic Support

The NEW IBM Support Portal Evolving from multiple support sites and tools to a single Support Portal

Current State IBM Support Portal

Different web sites amp multiple tools

Centralized amp simplified experience

Try the new IBM Support Portal today wwwibmcomsupportentryportal

The NEW IBM Support Portal Centralized view of technical information across Information Centers Wikis and

Technotes for all IBM products -- Systems Software and Services

wwwibmcomsupportentryportal

Some Resources Available via the Portal

Product Wikis ndash Find best practices hints and tips deployment scenarios enablement Information Centers ndash Search product documentation Browse Technotes ndash View technotes by Product and Category Lotus Fix Lists - Find information on upcoming fixes including release status Fix Central ndash Download fix packs Training and Certification ndash Find education and the new Multimedia Library for Lotus Notes Key Content Resources ndash Get a list of key links for a product Product Discussion Forums ndash Engage in customer-to-customer collaboration developerWorks Lotus ndash Find white papers and other developer resources My Notifications ndash Subscribe to support content including flashes and alerts Upgrade Central ndash Access key planning resources IBM Lotus Redbooks ndash Find available Redbooks Service Request (SR) tool ndash Open and track PMRs electronically

wwwibmcomsupportentryportal

See the ldquoClickawayrdquo Page for more information wwwibmcomsoftwarelotussupportclickaway

Lotus Product Wikis Lotus Product Wikis ndash a rich source of deployment and use scenarios

enablement materials and best practices

Product wiki index wwwibmcomdeveloperworkslotuscommunitywikishtml

The NotesDomino Upgrade Cookbooks Both the 65x to 851 cookbook (brand new) and 65x to 802 cookbook

are available at wwwlotuscomldddominowikinsfdxUC1_TableofContentshtm

A powerful one-stop shop for your Notes and Domino upgrade needs

Help others by sharing your upgrading knowledge and experience

Its Easy to Access the NotesDomino Upgrade Cookbooks1 Search the NotesDomino wiki for Upgrade Cookbook

2 Use the left-hand navigator in the NotesDomino wiki to select ldquoUpgrade cookbooksrdquo

3 Google Upgrade Cookbook ndash its the first link that comes up

OR

OR

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 8: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

8

IBM Electronic Support (Tracey Nolander)

The NEW IBM Support Portal Electronic Support Resources Lotus Product Wikis The NEW NotesDomino Upgrade Cookbooks Discussion Forums Customer Enablement The Welcome Letter Support Content Highlights

Upgrading the Notes Client -- Best Practices (Richard Wilson)

Planning your Notes deployment Customizing the install kit Building and testing the deployment package Piloting the upgrade Rolling-out your deployment Managing Notes

QampA

IBM Electronic Support

The NEW IBM Support Portal Evolving from multiple support sites and tools to a single Support Portal

Current State IBM Support Portal

Different web sites amp multiple tools

Centralized amp simplified experience

Try the new IBM Support Portal today wwwibmcomsupportentryportal

The NEW IBM Support Portal Centralized view of technical information across Information Centers Wikis and

Technotes for all IBM products -- Systems Software and Services

wwwibmcomsupportentryportal

Some Resources Available via the Portal

Product Wikis ndash Find best practices hints and tips deployment scenarios enablement Information Centers ndash Search product documentation Browse Technotes ndash View technotes by Product and Category Lotus Fix Lists - Find information on upcoming fixes including release status Fix Central ndash Download fix packs Training and Certification ndash Find education and the new Multimedia Library for Lotus Notes Key Content Resources ndash Get a list of key links for a product Product Discussion Forums ndash Engage in customer-to-customer collaboration developerWorks Lotus ndash Find white papers and other developer resources My Notifications ndash Subscribe to support content including flashes and alerts Upgrade Central ndash Access key planning resources IBM Lotus Redbooks ndash Find available Redbooks Service Request (SR) tool ndash Open and track PMRs electronically

wwwibmcomsupportentryportal

See the ldquoClickawayrdquo Page for more information wwwibmcomsoftwarelotussupportclickaway

Lotus Product Wikis Lotus Product Wikis ndash a rich source of deployment and use scenarios

enablement materials and best practices

Product wiki index wwwibmcomdeveloperworkslotuscommunitywikishtml

The NotesDomino Upgrade Cookbooks Both the 65x to 851 cookbook (brand new) and 65x to 802 cookbook

are available at wwwlotuscomldddominowikinsfdxUC1_TableofContentshtm

A powerful one-stop shop for your Notes and Domino upgrade needs

Help others by sharing your upgrading knowledge and experience

Its Easy to Access the NotesDomino Upgrade Cookbooks1 Search the NotesDomino wiki for Upgrade Cookbook

2 Use the left-hand navigator in the NotesDomino wiki to select ldquoUpgrade cookbooksrdquo

3 Google Upgrade Cookbook ndash its the first link that comes up

OR

OR

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 9: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

IBM Electronic Support

The NEW IBM Support Portal Evolving from multiple support sites and tools to a single Support Portal

Current State IBM Support Portal

Different web sites amp multiple tools

Centralized amp simplified experience

Try the new IBM Support Portal today wwwibmcomsupportentryportal

The NEW IBM Support Portal Centralized view of technical information across Information Centers Wikis and

Technotes for all IBM products -- Systems Software and Services

wwwibmcomsupportentryportal

Some Resources Available via the Portal

Product Wikis ndash Find best practices hints and tips deployment scenarios enablement Information Centers ndash Search product documentation Browse Technotes ndash View technotes by Product and Category Lotus Fix Lists - Find information on upcoming fixes including release status Fix Central ndash Download fix packs Training and Certification ndash Find education and the new Multimedia Library for Lotus Notes Key Content Resources ndash Get a list of key links for a product Product Discussion Forums ndash Engage in customer-to-customer collaboration developerWorks Lotus ndash Find white papers and other developer resources My Notifications ndash Subscribe to support content including flashes and alerts Upgrade Central ndash Access key planning resources IBM Lotus Redbooks ndash Find available Redbooks Service Request (SR) tool ndash Open and track PMRs electronically

wwwibmcomsupportentryportal

See the ldquoClickawayrdquo Page for more information wwwibmcomsoftwarelotussupportclickaway

Lotus Product Wikis Lotus Product Wikis ndash a rich source of deployment and use scenarios

enablement materials and best practices

Product wiki index wwwibmcomdeveloperworkslotuscommunitywikishtml

The NotesDomino Upgrade Cookbooks Both the 65x to 851 cookbook (brand new) and 65x to 802 cookbook

are available at wwwlotuscomldddominowikinsfdxUC1_TableofContentshtm

A powerful one-stop shop for your Notes and Domino upgrade needs

Help others by sharing your upgrading knowledge and experience

Its Easy to Access the NotesDomino Upgrade Cookbooks1 Search the NotesDomino wiki for Upgrade Cookbook

2 Use the left-hand navigator in the NotesDomino wiki to select ldquoUpgrade cookbooksrdquo

3 Google Upgrade Cookbook ndash its the first link that comes up

OR

OR

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 10: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

The NEW IBM Support Portal Evolving from multiple support sites and tools to a single Support Portal

Current State IBM Support Portal

Different web sites amp multiple tools

Centralized amp simplified experience

Try the new IBM Support Portal today wwwibmcomsupportentryportal

The NEW IBM Support Portal Centralized view of technical information across Information Centers Wikis and

Technotes for all IBM products -- Systems Software and Services

wwwibmcomsupportentryportal

Some Resources Available via the Portal

Product Wikis ndash Find best practices hints and tips deployment scenarios enablement Information Centers ndash Search product documentation Browse Technotes ndash View technotes by Product and Category Lotus Fix Lists - Find information on upcoming fixes including release status Fix Central ndash Download fix packs Training and Certification ndash Find education and the new Multimedia Library for Lotus Notes Key Content Resources ndash Get a list of key links for a product Product Discussion Forums ndash Engage in customer-to-customer collaboration developerWorks Lotus ndash Find white papers and other developer resources My Notifications ndash Subscribe to support content including flashes and alerts Upgrade Central ndash Access key planning resources IBM Lotus Redbooks ndash Find available Redbooks Service Request (SR) tool ndash Open and track PMRs electronically

wwwibmcomsupportentryportal

See the ldquoClickawayrdquo Page for more information wwwibmcomsoftwarelotussupportclickaway

Lotus Product Wikis Lotus Product Wikis ndash a rich source of deployment and use scenarios

enablement materials and best practices

Product wiki index wwwibmcomdeveloperworkslotuscommunitywikishtml

The NotesDomino Upgrade Cookbooks Both the 65x to 851 cookbook (brand new) and 65x to 802 cookbook

are available at wwwlotuscomldddominowikinsfdxUC1_TableofContentshtm

A powerful one-stop shop for your Notes and Domino upgrade needs

Help others by sharing your upgrading knowledge and experience

Its Easy to Access the NotesDomino Upgrade Cookbooks1 Search the NotesDomino wiki for Upgrade Cookbook

2 Use the left-hand navigator in the NotesDomino wiki to select ldquoUpgrade cookbooksrdquo

3 Google Upgrade Cookbook ndash its the first link that comes up

OR

OR

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 11: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

The NEW IBM Support Portal Centralized view of technical information across Information Centers Wikis and

Technotes for all IBM products -- Systems Software and Services

wwwibmcomsupportentryportal

Some Resources Available via the Portal

Product Wikis ndash Find best practices hints and tips deployment scenarios enablement Information Centers ndash Search product documentation Browse Technotes ndash View technotes by Product and Category Lotus Fix Lists - Find information on upcoming fixes including release status Fix Central ndash Download fix packs Training and Certification ndash Find education and the new Multimedia Library for Lotus Notes Key Content Resources ndash Get a list of key links for a product Product Discussion Forums ndash Engage in customer-to-customer collaboration developerWorks Lotus ndash Find white papers and other developer resources My Notifications ndash Subscribe to support content including flashes and alerts Upgrade Central ndash Access key planning resources IBM Lotus Redbooks ndash Find available Redbooks Service Request (SR) tool ndash Open and track PMRs electronically

wwwibmcomsupportentryportal

See the ldquoClickawayrdquo Page for more information wwwibmcomsoftwarelotussupportclickaway

Lotus Product Wikis Lotus Product Wikis ndash a rich source of deployment and use scenarios

enablement materials and best practices

Product wiki index wwwibmcomdeveloperworkslotuscommunitywikishtml

The NotesDomino Upgrade Cookbooks Both the 65x to 851 cookbook (brand new) and 65x to 802 cookbook

are available at wwwlotuscomldddominowikinsfdxUC1_TableofContentshtm

A powerful one-stop shop for your Notes and Domino upgrade needs

Help others by sharing your upgrading knowledge and experience

Its Easy to Access the NotesDomino Upgrade Cookbooks1 Search the NotesDomino wiki for Upgrade Cookbook

2 Use the left-hand navigator in the NotesDomino wiki to select ldquoUpgrade cookbooksrdquo

3 Google Upgrade Cookbook ndash its the first link that comes up

OR

OR

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 12: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

Some Resources Available via the Portal

Product Wikis ndash Find best practices hints and tips deployment scenarios enablement Information Centers ndash Search product documentation Browse Technotes ndash View technotes by Product and Category Lotus Fix Lists - Find information on upcoming fixes including release status Fix Central ndash Download fix packs Training and Certification ndash Find education and the new Multimedia Library for Lotus Notes Key Content Resources ndash Get a list of key links for a product Product Discussion Forums ndash Engage in customer-to-customer collaboration developerWorks Lotus ndash Find white papers and other developer resources My Notifications ndash Subscribe to support content including flashes and alerts Upgrade Central ndash Access key planning resources IBM Lotus Redbooks ndash Find available Redbooks Service Request (SR) tool ndash Open and track PMRs electronically

wwwibmcomsupportentryportal

See the ldquoClickawayrdquo Page for more information wwwibmcomsoftwarelotussupportclickaway

Lotus Product Wikis Lotus Product Wikis ndash a rich source of deployment and use scenarios

enablement materials and best practices

Product wiki index wwwibmcomdeveloperworkslotuscommunitywikishtml

The NotesDomino Upgrade Cookbooks Both the 65x to 851 cookbook (brand new) and 65x to 802 cookbook

are available at wwwlotuscomldddominowikinsfdxUC1_TableofContentshtm

A powerful one-stop shop for your Notes and Domino upgrade needs

Help others by sharing your upgrading knowledge and experience

Its Easy to Access the NotesDomino Upgrade Cookbooks1 Search the NotesDomino wiki for Upgrade Cookbook

2 Use the left-hand navigator in the NotesDomino wiki to select ldquoUpgrade cookbooksrdquo

3 Google Upgrade Cookbook ndash its the first link that comes up

OR

OR

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 13: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

Lotus Product Wikis Lotus Product Wikis ndash a rich source of deployment and use scenarios

enablement materials and best practices

Product wiki index wwwibmcomdeveloperworkslotuscommunitywikishtml

The NotesDomino Upgrade Cookbooks Both the 65x to 851 cookbook (brand new) and 65x to 802 cookbook

are available at wwwlotuscomldddominowikinsfdxUC1_TableofContentshtm

A powerful one-stop shop for your Notes and Domino upgrade needs

Help others by sharing your upgrading knowledge and experience

Its Easy to Access the NotesDomino Upgrade Cookbooks1 Search the NotesDomino wiki for Upgrade Cookbook

2 Use the left-hand navigator in the NotesDomino wiki to select ldquoUpgrade cookbooksrdquo

3 Google Upgrade Cookbook ndash its the first link that comes up

OR

OR

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 14: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

The NotesDomino Upgrade Cookbooks Both the 65x to 851 cookbook (brand new) and 65x to 802 cookbook

are available at wwwlotuscomldddominowikinsfdxUC1_TableofContentshtm

A powerful one-stop shop for your Notes and Domino upgrade needs

Help others by sharing your upgrading knowledge and experience

Its Easy to Access the NotesDomino Upgrade Cookbooks1 Search the NotesDomino wiki for Upgrade Cookbook

2 Use the left-hand navigator in the NotesDomino wiki to select ldquoUpgrade cookbooksrdquo

3 Google Upgrade Cookbook ndash its the first link that comes up

OR

OR

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 15: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

Its Easy to Access the NotesDomino Upgrade Cookbooks1 Search the NotesDomino wiki for Upgrade Cookbook

2 Use the left-hand navigator in the NotesDomino wiki to select ldquoUpgrade cookbooksrdquo

3 Google Upgrade Cookbook ndash its the first link that comes up

OR

OR

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 16: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

Customer-to-Customer Discussion Forums

Authors can mark a post as being answered

Users can mark posts as useful to them

Forum moderators can create sticky posts

Users can thank authors for their postshelp

Authors can mark the audience for a post and views to show those categories

Post tagging

The current Lotus Product discussion forums are a great place to collaborate and solve problems

Coming soon The forums will be based on the new XPages technology (sneak peek screenshot below) allowing for more features and capabilities such as

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 17: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

Customer Enablement - the Multimedia Library for Lotus Software

The Multimedia Library for Lotus Notes Sametime and Quickr teaches customers the essential skills they need to be successful

New employees will learn key tasks and seasoned employees will learn new features and productivity tips

Whats New tutorials teach valuable skills and benefits of new features

The training solution for end users administrative assistants mobile users and tech support teams

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 18: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

Customer Enablement - enablement modules on the NotesDomino wiki

The Lotus Notes and Domino wiki contains a multitude of training and certification resources articles tutorials and courses for both Notes and Domino

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 19: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

The Welcome Letter Sent to hundreds of new

customers worldwide who open a Lotus-branded product PMR in any given month

Chinese language version also available

Welcomes them to Lotus Technical Support and highlights our Electronic Support options and the entire Lotus product line

Thanks them for partnering with Lotus Technical Support in their business success

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 20: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

Support Content Highlights

Product-specific emails sent to customers who use NotesDomino Quickr Sametime and WebSphere Portal

Includes announcements featured technical content tools and fixes recent favorites electronic support resources etc

Mailed monthlybi-monthly depending on product

Previously known as FAQ mailings

Customers can opt out at any time The content is also copied to the Featured

Documents for each product and can be accessed through our Web site

Support Content Highlights for Lotus Notes and Domino

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 21: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

Upgrading the Notes Client

Best Practices

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 22: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

22

Major Steps Upgrading the Notes client

Plan the deployment

Download and customize the install kit

Build and test the deployment package

Roll out the deployment

Manage the desktop

Pilot the upgraded client

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 23: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

23

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 24: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

24

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 25: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

25

Planning your Notes deployment (12)Steps Comments Reference Materials General planning references

The NotesDomino 65 x to 851 Upgrade Cookbook wwwlotuscomldddominowikinsfdxUC1_TableofContentshtmAdmin Guide - Notes Client Installation and Upgrade NotesDomino Wiki wwwlotuscomldddominowikinsfNotesDomino Information Center publibboulderibmcominfocenterdomhelpv8r0indexjspLotus Notes Technotes wwwibmcomsoftwarelotussupportnotessupporthtmlldquoSupported configurations for Notes and Domino 85rdquo (most applies to 851 also) wwwibmcomsupportdocviewwssrs=899ampuid=swg21358406Detailed system reqs for 851 wwwibmcomsupportdocviewwssrs=688ampuid=swg27016975

Architecture planningServer client templates

Recommendation is to upgrade servers first then the client deployment and then the templates Consider use of local mail replicas to optimize server bandwidthConsider the use of Notes shared login Roaming User and ID Vault capabilities

Training and communication for new users

Need to make sure you have user acceptance and that they are prepared for new clientWill significantly reduce support costs in the long run

Test planning Consider all the applications that need to be tested with new version of Notes and the time it will take to accomplish this

Pilot planning The pilot is a critical part of the deployment so it needs careful planningFeedback from the pilot will help to create a realistic roll out plan

Deployment planning Deployments are expensive and time consuming - need to be realistic about the time frame in which this can be accomplishedIf you have 3rd party or custom plugins to deploy consider using the widget catalogAdmin Guide - ldquoCatalog options and accessrdquo

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 26: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

26

Planning your Notes deployment (22)Steps Comments Reference Materials Multi-user install recommended for general population of users

Use a single user install for power users only (Designer and Admin clients included in Single User Install kit) If your previous install was single user you will need to move data to the multi-user layout

publibboulderibmcominfocenterdomhelpv8r0topiccomibmhelpdominoadmindocDOCH_UPGRADING_FROM_A_SINGLE_USER_TO_A_MULTI_USER_NOTES_INSTALLATION_OVERhtml

Standard client recommended

Unless hardware is inadequate you should plan to use the standard client For those cases where basic client is needed you should install the standard client and configure the installer to launch the basic client (INI variable or use the -sa or -basic switch in the shortcut)

wwwlotuscomldddominowikinsfdxusebasicnotes

Single language kit English only kit is default If other language is needed get language-specific kit If multiple language support needed get MUI Install kit Consider adding dictionaries to English kit

Does user data need to be moved

If data was in a non-standard location consider moving it to recommended location for multi-user install For users who will frequently change machines consider a roaming user deployment

Other cleanup required

Each upgrade is an opportunity to remove extraneous applications from the desktop and clean up NOTESINI settings that are no longer required hard-coded ip addresses of servers in address book etc

wwwlotuscomldddominowikinsfarchiveopenviewamptitle=Notesiniamptype=catampcat=Notesiniampsort=I

See Ask Professor INI for NOTESINI setting information

Dictionary and translated Notes client related information

ldquoSpelling Language Dictionaries in Lotus Notes 851rdquo wwwlotuscomldddominowikinsfdxspelling-language-dictionaries-in-lotus-notes-851ldquoMaking various language spell check dictionaries available to Notes 851 usersrdquo wwwlotuscomldddominowikinsfdx10212009084839AMWEBH2GhtmldquoUnderstanding and Supporting the Translated Notes Clientrdquo wwwlotuscomldddominowikinsfdx2009-01-08131242WEBPD2htm

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 27: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

27

Customizing the Install kit (12)Steps Comments Reference Materials

Download the multi-user Notes client kit for required language

Use a single user install for power users only (Designer and Admin clients included in this kit) If multiple language support needed consider whether needed on all desktops

Admin Guide - ldquoUsing the Multilingual User Interface (MUI) pack on Windowsrdquo

Availability dates for 851 NL kits Gp 1+2a+Catalan ndash Nov 12 Gp 2b+3 ndash Jan 12

New stuff in the Lotus Notes install kits

The kit now includes the translation for all the install panels This blog reference will explain the new contents wwwlotuscomlddinstallblognsfdxwhats-all-this-stuff-in-the-lotus-notes-install-kits

Customize which features must be installed optional presented in feature panel etc

Edit the install manifest to control which features are available for installation and what the user sees on the feature installation panelAdmin Guide - ldquoCustomizing the Notes install manifest for supplied Eclipse featuresrdquo

Remove default components that are not required by your company

If your company is not using Connections Sametime or Symphony as part of the standard desktop these can optionally be removed from the kit using the TrimUpdateSite toolAdmin Guide - ldquoRemoving features from the Notes install kit using a supplied toolrdquo

Add custom plugins used by your company

If your company uses custom plugins as part of the standard desktop these can be added to the kit using the AddToKit tool Use the validation tool to validate your changes

Admin Guide -ldquoAdding new features to the Notes install kit using a supplied toolrdquoldquoValidating your customized Notes install kitrdquo

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 28: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

28

Customizing the Install kit (22)Steps Comments Reference Materials

Customize Notes installer Set silent install settings via transforms default components to be installed via command line arguments etc

Admin Guide - ldquoAutomating Notes installation using a silent installrdquo

Set Notes run time settings These can be Notesini Domino policy and plugin_customizationini settings In general policies are recommended where available Dynamic policies can only be used from 85 on policies need to be changed when moving from previous releases

Admin Guide ndashldquoCustomizing Notes using a plugin_customizationini filerdquoPolicies

Scriptable setup configuration Not needed when upgrading but useful for new installs This now supports environment variables in the script (Windows only) Roaming user will store key data files on server and pull down to new client at initial setup ID Vault could be used instead of moving around ID files

Admin Guide ndashldquoSetting up Notes with a scriptable setuprdquoRoaming Users

Pre-populate cross certificates in DEPLOYNSF

You can avoid users needing to respond to cross-certificate prompts by pre-populating the deploynsf file with admin-generated cross certificates which are then copied to the user address book at first launch Can also be done via policy

Admin guide - ldquoCustomizing an install kit to set certifier and trust defaultsrdquo

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 29: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

29

Building and testing the deployment packageSteps Comments Reference Materials

Deployment should be automated as much as possible by a push tool

Use silent install settings packed in a 3rd-party push tool like ZENworksreg Tivolireg SMS etc or Notes-specific tools like Desktop Manager Marvel Client Automated Deployment Toolkit (ADT) InstallPumpreg etc) SmartUpgrade

Each deployment application is different but SmartUpgrade supports chaining of Notes client installers If you need a fixpack it can be deployed along with the install kit

Admin Guide - ldquoUsing Notes Smart Upgraderdquo

Considerations for un-installing the old client

The upgrade recommended path is to use Notes install to perform the upgrade For standardization-type operations that include moving the Notes install directory or converting from single to multi-user installation you will need to explicitly uninstall the existing client before upgrading

Make sure the Notes client is shut down before new Install

Add scripting to shutdown the Notes client if it is still running Consider re-booting the machine via scripting before starting the install

Use verbose install logging for the pilot

Add parameters for verbose install logging in pilot deployment package

Admin Guide - ldquoProviding command line utilities for Notes installrdquo

AntiVirus settings should be taken into account

Some antivirus applications can impact the installer so make sure to test with the settings that your users have on their desktops

Consider de-fragmentation beforeafter the install

This can improve performance in cases where the desktop disks are close to capacity

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 30: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

30

Piloting the upgradeSteps Comments Reference Materials

Enable the ADC fault reporting database

Ensure that you can compare ADC stats from before the pilot with new stats

Use the test deployment to pilot the new release

Look for user feedback other issues with new release Make sure to check release notes for known issues etc Use pilot experience to estimate support cost of final rollout

Certify custom apps work with new release

Notes applications (self-developed and purchased) and 3rd-party applications should be tested thoroughly

Consider which users to include in pilot

At least 100 users distributed 80 in main site 20 in remote site preferably not all IT users Consider a separate pilot for Citrix usersAdmin and Designer client feedback can be tracked separately

Co-existence of old and new clients

Try to ensure a consistent user experience across the pilot group For example if a manager is in the pilot group consider also including the managers AA

Length of pilot Should allow a month for adequate customer feedback longer if your schedule permits

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 31: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

31

Rolling-out your deployment Steps Comments Reference Materials

Plan the rollout based on bandwidth Consider how many desktops need to be upgraded and plan your roll out based on network bandwidth as well as your IT support capabilities In case of low WAN bandwidth consider alternatives such as LAN storage device etcSmart Upgrade governor can throttle server load

Admin Guide - ldquoControlling the number of concurrent Smart Upgrade downloadsrdquoMonitor the deployment Smart Upgrade will provide this ndash other packages presumably also provide similar

tracking capabilities View in server NAB also indicates Notes client version for each user

Admin Guide ldquoSmart Upgrade Tracking Reports applicationrdquoHave a plan to provide desk side support Use pilot as indicator or how much deskside support will be needed

Initial policy settings Use hierarchical policy settings to control the desktop configuration ndash these are automatically detected at first client launch so no explicit install action required Remember you need to use the new Admin client (85 or newer) to set these policies

Admin Guide - PoliciesUpdate mail templates folder designs This should be done AFTER desktops gets upgraded Note that folder design is not

automatically updated with a template change - it needs to be explicitly set via desktop policy Also administrator should request users to empty their Trash folders because if these have customized design the contents will no longer remain in the Trash folder after the new Trash folder design takes effect

Admin Guide - ldquoUpgrading mail files with the mail conversion utilityrdquo

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 32: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

32

Managing NotesSteps Comments Reference Materials

Apply fixpacks as they become available If possible apply fixpacks regularly Consider using Smart Upgrade for these otherwise your favorite push application

Changes to policy settings as needed Policies can be added edited and deleted as necessaryAdmin Guide - ldquoManaging policiesrdquo

Updating the Notes desktop to addremove features

If necessary you can modify your user desktops by re-running the Installer in modify mode This can also be customized as neededAdmin Guide - ldquoAdding or removing installed Notes features within a releaserdquo

Updating components out of cycle If for example you wish to upgrade your embedded Sametime to a newer version use a Sametime-provided Add On Installer to upgrade to desired level

Adding new widgets New widgets can be deployed as needed via the catalogAdmin Guide - ldquoDeploying client plug-ins with widgets and the widget catalogrdquo

Adding new 3rd-party applications We provide an Add On Installer framework for building installers for 3rd-party apps if neededAdmin Guide - ldquoCreating a customized add-on installerrdquo

Find all of this ldquoBest Practicerdquo information plus more related information in theNotesDomino 65x to 851 Upgrade Cookbook

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 33: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

Try the NEW IBM Support Portal

REMINDERS

Access all of these electronic support resources including the NotesDomino Upgrade Cookbooks via the new IBM Support Portal

Bookmark the IBM Support Portal URL

wwwibmcomsupportentryportal

Start using the Support Portal today

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 34: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

34

Agenda ndash Session 2 (cont)

4 Supporting our Customers

IBM Lotus Notes and Domino Fix Strategy

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 35: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

IBM Lotus Notes and Domino Fix Strategy

Scott Vrusho | Senior Development Manager

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 36: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

36

Lotus Domino 851 Serviceability Improvements The Email Interoperability feature will address the MIME to Lotus Notes conversion problems Value Add This will significantly minimize customer level of pain Note This is iteration 1 in 851 and continuous improvements are planned for future releases

NSDFault recovery enhancement When Java is detected within a crash stack this feature will provide the required Verbose Java CORE file Value Add Reduces L2L3 troubleshooting time

Per-process Statistics provides new Event Generator amp Event Handler in standard template This helps Support to troubleshoot and monitor customer low memory conditions Value Add Reduces L2L3 troubleshooting time and provides way for customers to mitigate down-time (they can use event generators to set warning thresholds)

NSDFault recovery enhancement Coming post 851 in an NSD UpdateFixpack This feature provides LotusScript Memory dump in the NSD This is another item that addresses memory usage issues Most of the HHP is spent on developing a complete picture of which components are responsible for memory usage Currently the NSD currently lacks the LS information provided in memory dumps This causes a delay for both Support and the customer Value Add Improves first failure data capture and reduces troubleshooting time for memory usage issue

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 37: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

What is DCT Domino Configuration Tuner Tool that checks various Domino configuration settings What does it scan (currently)

Notesini Server Documents Server Configuration Documents

With what differentiators OS 32 v 64 bit Domino version

Information Flow Overview

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 38: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

Best Practice Information Flow

Configxml

public wiki

technotes

PMRs

RedPapers

Engagement Results

Rule Definitions

DB

hand entry

add XQuery expression and

other details

export to XML file

Versionxml

hand entry

Domino Best Practices DBDevelopers

Support ISSL

blog comments

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 39: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

DCT Where can I get itDCT Where can I get it

Included in Domino Administration Client install

Freely available for download httpbitlyimblotusdct

Updates are available from within the application

Resources NotesDomino Wiki DCT Entry httpbitlywikidct Tuner Blog httpbitlytunerblog DCT Video Tour httpbitlydcttour email Scott OKeefeWestfordIBM (sokeefeusibmcom)

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 40: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

40

Client Serviceability What are all these processes

Notesexe Launches other processes Short lived

NLNotesexe Core Notes Client process (Basic and Standard) In 802 and 85 it is started first

Notes2exeNotes2Wexe JavaXPDJVM Client process (Standard Only) Launched by NLNotesEXE prior to performing password work Plugin java code runs in this process NOTE On the Mac there is only a single client process

NtaskLdrexe (Basic and Standard) performs background operations such as replication

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 41: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

41

IBM Support AssistantISA In Notes Standard available from menu

Help Support IBM Support Assistant XPD Platform

Platform problem determination files System log and trace files Platform provisioning files System configuration files Eclipse Update manager files Java dump files Problem determination framework internal log files

Notes NSD data from a crash or manual initiation Notes console files

When to userequest

Almost always It can answer common configuration questions which will avoid needing to go back to the customer for more datainfo

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 42: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

42

Resources NotesDomino infocenter XPD troubleshooting and support XPD documentation on files collected in ISA

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 43: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

Data collectionanalysis Closing the Loop wCustomers

ClientServer

SendDiagCompany

Mail-In FaultAnalysis Db

IBMMail-In FaultAnalysis Db

FaultAnalyzerMatch Crashes

Match wSPR or APAR

FaultAnalyzerMatch Crashes

Match wSPR or APAR

AnalysisCollection

Via Email

Via Email

Via Email

Project Area

Closing the Loop Provide crash ldquoannotationsrdquo to select customers via automated Email exchanged

Provide APAR information in ldquoClosing the LooprdquoDetermine and obtain APAR information for given SPRsDetermine how to treat SPRs that are either not fixed or are not in a shipping release do we inform the customer

Pilot System InternallyUsing externally sourced customer data as well as IBM data prove out the system and data

Pilot System ExternallyEngage select Premium Customers Propose to leverage 852 Beta as delivery mechanism Include checks to limit usage to Premium Customers

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 44: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

44

Feature Release

Delivery Vehicles for Quality ImprovementOcirc Feature Release

Ocirc Large TCO gainsOcirc Quality Improvements requiring architectural changes

Ocirc Maintenance ReleaseOcirc Scheduled planned bug fix releaseOcirc Available to all customers via web and CD

Ocirc Fix packsOcirc ScheduledOcirc Safely address a small percentage of defects that

impact the broadest set of customers Ocirc Available to all customers via web

Ocirc Interim Fixes (Hot fixes)Ocirc Customer specific fixes not cumulativeOcirc Interim FixCCH for cumulative client hot fixesOcirc Subset posted publically

MR

Fix Pack

Hot FixInterim Fix

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 45: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

Test Coverage FRFeature

MRmaintenace

FPfixpack

IF CCHCumulative client hotfix

HFhotfix

Unit test by Developer 2

Fix Verification by QE

Automated Test Scripts1

Development Domain Deployment

LotusIBM Deployment

Interop testing with NotesDomino extended products

Regression Testing

Performance Testing

System Verification Test

Design Partner Program

Targeted re-testing at certain milestones

Public Beta

Private Beta 1 Automation testing varies greatly Automation on CCH or HF is limited to DLL Test2 CCHs get pointed installuninstall and bug validation Not typical except for MRs run as feature releases

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 46: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

46

Criteria for Fix Packsbull Triage Criteria

bull As of 8x Fix packs are server AND clientbull High Customer Weightingbull Critical Regressionsbull Common Crash Hang Security Data lossbull No fixes that impact translationbull No new featuresbull Deployed and working as hot fix or in shipping releasebull Cumulative on top of last fix pack

Shipped Future

802 FP1 85 FP1 802 FP2 704 FP1 802 FP3 802 FP4 851 FP1

92 120 170 19 ~80 ~80 ~100

Jan 2009 Jul 2009 Jul 2009 Aug 2009 Nov 2009 Dec09Jan 10 Jan 2010

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 47: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

47

The huge client investment in Notes 80 and 85 has sparked tremendous interest With this interest the demand for 8x client fixes has increased

Customers get more benefit out of a well tested deliverable (Fix pack) vs limited testing (Hot fixes)

Scheduling more frequent fixpacks provide a more stable well tested fix package that customers can plan on

Goal Beginning with the 2 most recent releases (802 and 851) plan to provide more frequent fixpacks ltschedule on next slidegt Quarterly or better

Benefit Reduces dependence on risky less tested interim fixes

Solution provided on well tested deliverable intended for broader customer consumption = Fix Packs for Server and Client

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 48: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

48

Fix Pack Factoids

ESD Downloads (excluding Fix Central) 8000 downloads of 802 FP1 as of Q3 2009 2200 downloads of 85 FP1 1500 802 FP2 downloads

30 Fewer Hot fixes built with Fix packs Reduced hot fixes for old releases from 77 to 45 Mean Time Between Failures (MTBF) gt9999 for Fix Packs

Fix Packs are cumulative ie FP3 includes FP2 amp FP1 fixes Fix Packs are language independent Fix Packs are incremental installs (thatrsquos why they are language independent) IBM Strongly recommends deploying latest Fix Pack

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 49: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

49

Feature Releases

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 50: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

50

Lotus Notes and Domino Fix ListOcirc Tabbed format

Ocirc RSS Enabled

Ocirc Highlighting the Top 20 Customer fixes for each MRFixpack in the fix list notices view

Ocirc Fix List entries cross link to Technotes for more in depth information

Ocirc Fix List contains APAR rsquos for cross referencing with PMRs

Ocirc Updates to Fix List Release Notice and Technotes for Fix Packs Fixed SPRs and related issues all coordinated with eGA

Ocirc Fix List ldquoIn Progressrdquo indication

Ocirc Whatrsquos New tab

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only
Page 51: Upgrading to Notes/Domino 8.5.1 Session 2 - www … · Upgrading to Notes/Domino 8.5.1 Session 2 November 12, 2009. 2 ...  ... Plan the …

51

copy IBM Corporation 2009 All Rights Reserved

The information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results

IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or both

All references to companies used for examples refer to a fictitious company and are used for illustration purposes only

  • Upgrading to NotesDomino 851Session 2
  • Agenda
  • Agenda ndash Session 2
  • Upgrading our Customers
  • Notes 6 7 End of Service
  • NotesDomino 851is the best upgrade target
  • Install and Deployment Best Practices
  • Page 8
  • IBM Electronic Support
  • The NEW IBM Support Portal
  • The NEW IBM Support Portal
  • Some Resources Available via the Portal
  • Lotus Product Wikis
  • The NotesDomino Upgrade Cookbooks
  • Its Easy to Access the NotesDomino Upgrade Cookbooks
  • Customer-to-Customer Discussion Forums
  • Customer Enablement - the Multimedia Library for Lotus Software
  • Customer Enablement - enablement modules on the NotesDomino wiki
  • The Welcome Letter
  • Support Content Highlights
  • Upgrading the Notes ClientBest Practices
  • Major Steps Upgrading the Notes client
  • Page 23
  • Page 24
  • Planning your Notes deployment (12)
  • Planning your Notes deployment (22)
  • Customizing the Install kit (12)
  • Customizing the Install kit (22)
  • Building and testing the deployment package
  • Piloting the upgrade
  • Rolling-out your deployment
  • Managing Notes
  • Try the NEW IBM Support Portal
  • Agenda ndash Session 2 (cont)
  • IBM Lotus Notes and Domino Fix Strategy
  • Page 36
  • Page 37
  • Page 38
  • Page 39
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Page 49
  • Page 50
  • copy IBM Corporation 2009 All Rights ReservedThe information contained in this publication is provided for informational purposes only While efforts were made to verify the completeness and accuracy of the information contained in this publication it is provided AS IS without warranty of any kind express or implied In addition this information is based on IBMrsquos current product plans and strategy which are subject to change by IBM without notice IBM shall not be responsible for any damages arising out of the use of or otherwise related to this publication or any other materials Nothing contained in this publication is intended to nor shall have the effect of creating any warranties or representations from IBM or its suppliers or licensors or altering the terms and conditions of the applicable license agreement governing the use of IBM softwareReferences in this presentation to IBM products programs or services do not imply that they will be available in all countries in which IBM operates Product release dates andor capabilities referenced in this presentation may change at any time at IBMrsquos sole discretion based on market opportunities or other factors and are not intended to be a commitment to future product or feature availability in any way Nothing contained in these materials is intended to nor shall have the effect of stating or implying that any activities undertaken by you will result in any specific sales revenue growth or other results IBM the IBM logo Lotus Lotus Notes Notes Domino Quickr Sametime are trademarks of International Business Machines Corporation in the United States other countries or bothAll references to companies used for examples refer to a fictitious company and are used for illustration purposes only