Come join this jam packed workshop covering everything you may want to know about Notes 11!
From administration, upgrade best practices, through the various flavours of HCL Notes and Nomad, to development, we will look at plenty of tips and tricks for both clients and applications.
Your hosts will be Christoph Adler and Florian Vogler, who will make sure that you will have lots of fun and take a ton of knowledge and value along with you!
We are very much looking forward to seeing you and frying your brains!
5. Christoph Adler - Senior Consultant at panagenda
18+ years of Lotus / IBM / HCL solutions experience
• 7+ years (or 89+ months or 2.700+ days) of it at panagenda ☺
Focused on
• Notes Client Management (A-Z)
• Analysis and Optimization of HCL Digital Solutions infrastructures
• Cloud on- & cross-boarding
• Application Modernization
Good to know
• German (obviously - hence the funny accent)
• Bass player (for a band called “DISCO”)
• Geek, loves Music, Football and Beer
• Don’t give energy drinks → squirrel mode
6. Florian Vogler – CEO of panagenda Group
28 years of Lotus / IBM / HCL solutions experience
Focused on
• Analytics and Optimization of
Collaboration and Communication Infrastructure
• Notes Client Analysis and Management,
Upgrades, Performance
• Domino Application Modernization & Migration
Good to know
• Human
• Believes in 1+1=3
• Husband and father of three
7. 1. About panagenda
2. (What’s new in) HCL Notes V11
3. MarvelClient
4. Upgrades to HCL Notes V11
5. HCL Notes V11 on Citrix / VDI
6. Engage 2020 - Session recommendations (Performance, Nomad, Application Modernization, DQL,
FlexNet and more)
Agenda
8. Important – before we start
• When we say HCL Notes or HCL Notes Domino,
that includes IBM Notes, as well as Lotus Notes depending on context
• Please contribute “on the go”!
– Ask questions
– Raise concerns
– Discuss
– Enjoy!
9. About panagenda
• Austria, Germany, The Netherlands, USA
• 5 HCL Masters + 1 HCL Grandmaster
• Customers in over 70 countries
with 11+ Million licenses
• Analytics and Optimization Solutions and Services for
Notes, Domino, Connections and Office 365
10. Notes, Domino, Connections Portfolio
• GreenLight: Domino Server Monitoring
• iDNA Applications (fka ApplicationInsights):
Domino Application Design and Usage Analytics
• ConnectionsExpert: Connections Monitoring and Usage
• Adoption/Adaptation Consulting
• Notes, Domino, Websphere, Docker & Kubernetes Consulting and Services
• SecurityInsider: Analysis and Monitoring of Groups and ACLs
• MarvelClient: Notes Client Analysis, Management and more
11. Make Your Data Work For You
(What’s new in) HCL Notes V11
12. Big promises from HCL about a completely new
User Experience for Notes V11
+
Even bigger expectations from
customers and partners
15. Rebranding – IBM → HCL (cont.)
• “IBM” is replaced by “HCL” in most places, except
– notes.ini
– Registry
– IBM_TECHNICAL_SUPPORT
– Workspace folder
– …
• Some “IBM” and even “Lotus” strings will stay (forever) for backward
compatibility
17. Additional components
• Languages (English, German, Japanese)
– No G1 or G2 Language Pack available now
• HCL CCM V11 - Connections Content Manager Connector for Notes
• HCL NICE V11 - Notes Installer Clean Up Executable
18. HCL Notes Installation Folders
• Program directory
C:Program Files(x86)HCLNotes
• Shared data directory
C:ProgramDataHCLNotesDatashared
• Data directory
C:Users<USERNAME>AppDataLocalHCLNotesData
21. HCL Notes V11 – New Features
• New User Experience
– Template refresh – Mail, Discussion, Contacts, TeamRoom, ...
• > 24 hour Meetings
• Export as PDF
• TLS 1.2 support for SAML (Result of XULRunner upgrade to latest version)
• Open JVM 8 Support
• Multi-Language Spell Check (based on available dictionaries)
• Three Click Support for Attachments
• [...]
32. HCL Notes V11 – Customize colors
• If blue is not your favorite color, you can choose/manage it with a
notes.ini parameter (which is only the Basic color theme):
CUSTOM_THEME_COLOR=R,G,B
CUSTOM_THEME_COLOR=252,186,3
38. HCL Notes V11 – Three (Four) Click Support for Attachments
• This will be controlled by a notes.ini parameter:
EnableThreeClicks=1
39. What’s new since 9.0.1 FP10 IF7?
• Touch screen support
• Custom colors
• New mail template
• Dynamic indexing for highly changing views
• Symmetrical clusters
• Document deletion logging
• Dead mail automatic processing
• New ODS 53, 256GB NSF size support
• Node.js support
• DQL (Domino Query Language)
40. What’s new since 9.0.1 FP10 IF7?
• AUT - Notes Auto Update
• Marvel Client Essentials included
• SSL cipher improvements
• Onetime mail signatures
42. MarvelClient
The only Notes Client Management Solution for ALL
• Unmatched feature scope and performance
• For Notes 8.5 (5) to 11
• For Windows, Mac, Linux
• For any serverside operating system
• End user language independent
• For Citrix/WTS/VDI
• For Nomad (iPad, iPhone and Android)
• Included in Notes and Domino >= 10.0.1
42
Do you know (of) Nomad?
43. Start for FREE
Transparency. Control. Reduce cost.
www.panagenda.com
https://www.panagenda.com/products/marvelclient/free-upgrade/https://www.panagenda.com/essentials/
44. MarvelClient Essentials
• Makes it easier, faster and cheaper to upgrade to HCL Notes 10.x
• Provides valuable insights into Notes client landscapes for Notes 9.x and beyond
• Helps reduce helpdesk tickets, support, client maintenance and upgrade efforts
• Runs on all Notes client platforms supported by HCL (Intel Mac 64 bit, Windows,
Citrix and VDI)
• Runs on all IBM Domino platforms supported by HCL
• Best of all: it’s FREE and included in HCL Notes and Domino >= 10.0.1
• If you are not on Notes and/or Domino >= 10.0.1 now,
you can get MarvelClient Essentials here:
https://www.panagenda.com/essentials/
49. Under the Hood of Notes Client Upgrades
https://www.panagenda.com/download/MarvelClient/Under-the-Hood-of-Notes-Client-Upgrades.pdf
50. MarvelClient Upgrade Free
• Please register here to get the free license:
– https://www.panagenda.com/products/marvelclient/free-upgrade/
• Documentation:
– https://img.panagenda.com/download/MarvelClient/QuickStartGuide_MarvelClient-Upgrade-
free.pdf
• Taking Your First Steps with MarvelClient Upgrade
– https://www.panagenda.com/2019/03/taking-your-first-steps-with-marvelclient-upgrade/
• Getting the Most From Your MarvelClient Upgrade
– https://www.panagenda.com/2019/03/getting-the-most-from-your-marvelclient-upgrade/
53. “Self Healing Clients” ensure Client continuity for ongoing TCO savings
Classic Helpdesk client management only offers remote
management
• 1,000 helpdesk calls remain 1,000 management
incidents
• Repeated efforts lead to limited, over time decreasing
benefits
→ Only reduces time spent on each helpdesk call
Audit Configure Benefit
Time
Work/Effort
54. “Self Healing Clients” ensure Client continuity for ongoing TCO savings
MarvelClient is similar to an email spam-filter: Centrally
created actions solve helpdesk incidents automatically
• Actions are permanently enforced
• Benefits increase over time and can reduce helpdesk
calls by up to 80%
→ Reduces number of helpdesk calls AND time
spent on each call
Audit Configure Benefit
Time
Work/Effort
55. Make Your Data Work For You
HCL Notes → Self-Healing
Live demo
56. MarvelClient for HCL Nomad
The power of MarvelClient is going mobile!
Available for iOS (iPhones/iPads) and Android
https://apps.apple.com/us/app/hcl-nomad/id751904885
Automatic Client Setup
• for all Nomad clients – streamline and adapt
Analyze, Manage and Mass Change/Delete
• All iOS devices from one central Domino Database, from day one
57. MarvelClient for HCL Nomad
Supported MarvelClient action types / functions
• Analyze (Backup)
• Recent Applications
• Local Replicas and Replicator Page Entries
• User Preferences and notes.ini Management (add/modify/remove)
• Workspace Icons and Bookmarks
*even though workspace is not supported it is used for the client to function properly
• Full Text Indices of Local Databases/Replicas
58. MarvelClient for HCL Nomad
Supported MarvelClient action types / functions (cont.)
• Location and Connection Document Management
• Mail Server Changes
• Mass Changes
• Cloud Migrations
• Profile Document Management
• Run Lotus Script Agents
• …
59. Make Your Data Work For You
Marvel Client for HCL Nomad
Live demo
65. Know your current environment
• It’s fundamentally important that your know the details about your current
Notes Client Infrastructure to be able to make smart decisions for future
deployments
– Which exact versions are deployed?
– Which Installation types and modes are used?
– Locations of Program-, Data- and SharedData-Dir?
– Usage of Laptops, Desktops, Citrix and VDI in numbers/percentage?
– Which OS incl. version is used?
– Usage of Notes addons → Connections plugins, SwiftFile, CTI, … ?
• If you can’t answer the questions above 100% correctly, the following four
slides will help you a lot!
70. Define target (version and more …)
• Version → 10.0.1 FP4
– Our guess: Notes 11.0.1 will be shipped in 1H 2020 (hopefully including Languages)
• Which Client Package?
– Standard, Basic
• Which Installation type?
– Single or MultiUser
71. Define target (version and more …) cont.
• Adding languages using MUI-Pack installation(s)
– Multilingual User Interface
– Group 1, 2
• Where to deploy?
– Laptops, Desktops, Citrix and/or VDI
– Windows7, Windows10, macOS 10.13 – 10.15
– Check System requirements on https://support.hcltechsw.com
72. Define target (version and more …) cont.
• Adding other functions/packages?
– Sametime embedded → not needed, 10.0.1 is up-to-date
– JVMPatch → not needed, 10.0.1 is up-to-date
– SwiftFile → use latest version 4.2.1
− IBM Connections Plugins for Notes → use latest version 5.5.0.20190516-1211
− Programs/Applications who interacts/communicates with Notes
CTI, Instant Messengers, …
73. Define target (version and more …) cont.
• Let’s assume (for this session) you want to Upgrade from Notes 9.0.1 FPx IFx to the following
components:
– IBM Notes 10.0.1 Standard Client → MultiUser Installation on Windows10 64Bit
– Add French and Japanese (Multilingual User Interface = MUI)
– Fix Pack 4
– SwiftFile 4.2.1
– Connections Plugins for Notes 5.5.0.20190516-1211
– Use of default paths for
Program directory
C:Program Files(x86)IBMNotes
Shared data directory
C:ProgramDataIBMNotesDatashared
Data directory
C:Users<USERNAME>AppDataLocalIBMNotesData
75. Create Upgrade Package
• No need to make changes to MSI package(s)
– Scripts can help here
– Differentiation between package and configuration (notes.ini, ConfigFile, etc.)
– That will help you a lot when it comes to package changes, new versions and testing
• Always include an Uninstall part in your package
– In-place upgrades are not recommended
– You can use the package also in cases of a new or re-install
76. Create Upgrade Package (cont.)
Installation order
a) Uninstall current version
• Using NICE (Notes Install Cleanup Executable)
https://support.hcltechsw.com/csm?id=kb_article&sysparm_article=KB0040768
b) Run local cleanup
• Remove old Program- and SharedData-Dir
c) Install IBM Notes 10.0.1
d) Add French and Japanese languages (Multilingual User Interface = MUI)
e) Install Fix Pack 4
f) Install SwiftFile 4.2.1
g) Install Connections Plugins for Notes 5.5.0.20190516-1211
h) Copy customized files like stub notes.ini, ConfigFile, etc.
77. Create Upgrade Package (cont.)
• Command lines for silent Uninstall and Cleanup
• Command lines for silent Install/Upgrade
• Command lines to copy customized stub notes.ini & ConfigFile
78. Create Upgrade Package (cont.)
• Check the log files (created during installation) for errors for all installed
components
– Successful
– Not successful (with errors) – new installation needed after Windows restart
(complete package)
79. Create Upgrade Package (cont.)
• Additional Information
– For an installation on Citrix, please check out this slideshare:
• https://www.slideshare.net/christophadler50/panagenda-webinar-virtual-faster-better-how-to-
virtualize-ibm-notesv10
• Or come to my session at RNUG tomorrow ☺
– If you need/want to switch from Single to MultiUser
• Check out the MUMA Tool (Multi-User Migration Assistant) – must be done before Upgrade to
Notes 10.0.1
– https://www-01.ibm.com/support/docview.wss?uid=swg21459627
– A specific Third-Party solution can help here during Upgrade process – also if you want
to migrate the DataDir from NetworkDrive to default local → Marvel Client Upgrade ☺
81. Define post Upgrade actions
• notes.ini changes for existing configurations
(via MarvelClient Essentials or Policy)
– Remove CREATE_R85_DATABASES=1
– Remove CREATE_R9_DATABASES=1
– Add CREATE_R10_DATABASES=1
– Add NSF_UpdateODS=1
– Add V10_WORKSPACE_BACKGROUND_MODE=1 → see next slide
82. Notes 10.x / 11.x – Workspace
• This will be controlled by a notes.ini parameter:
V10_WORKSPACE_BACKGROUND_MODE=0 → default (blue)
V10_WORKSPACE_BACKGROUND_MODE=1 → classic (grey lines)
V10_WORKSPACE_BACKGROUND_MODE=2 → customized
• If you choose for “2”, make sure you have an image resource in your local
bookmark.nsf named “$WorkspaceImage”
83. Test, pilot, production
• Test
– Try to use virtual machines with snapshots
– Use images, which is very close to your production configuration
▪ Desktops vs. Laptops vs. VDI
▪ ActiveDirectoy → GPOs (Group Policy Objects)
▪ No local admin user rights
▪ Enabled UAC (User Account Control)
▪ Installed AV (Anti-Virus) Software
84. Test, pilot, production (cont.)
• Pilot
– Choose the members of the pilot group wisely and let them know
– 20 – 50 users from different departments and with different requirements on IBM Notes
• Production Deployment
– Inform your ServiceDesk and your users before you push the button
– Balance your deployment by upgrading e. g. 100-500 users at the same time – no more
85. Make Your Data Work For You
How to run an Upgrade
in < 5 minutes
Live
86. Make Your Data Work For You
HCL Notes V11 on Citrix / VDI
87. Virtual, Faster, Better – How To Virtualize IBM Notes V11
https://www.slideshare.net/christophadler50/rnug-virtual-faster-better-how-to-
virtualize-hcl-notes-v11
88. What are virtual environments (in this case)
Examples
• VDI – Virtual Desktop Infrastructure
– VMWare Horizon View OR Citrix XenDesktop
• TS – Terminal Services/Server
– Citrix XenApp
89. What we typically see at customers
Aged IBM Notes installations in virtual environments that are working “somehow”
– mostly Notes data directories on network drives which cause
• long startup times of IBM/HCL Notes (up to 60 sec)
• hangs and wait times due to interruptions and poor network latency
• high network traffic as IBM/HCL Notes is constantly reading / writing data
• frequently corrupted local applications
• permanently occupied disk space on file servers / SAN / NAS
– at least 120MB per user
– often because of old and outdated files, even templates
90. What we typically do at customers
• Sparking their enthusiasm for HCL Notes
– especially in virtual environments, HCL Notes can be optimized to start up fast, run
smooth and contribute to a positive end user IT experience by
• switching to local Multi-user installations
• frequently maintaining contents of HCL Notes data folders
• relieving network, file servers and/or SAN/NAS systems
• Encouraging administrators to spend a little more time on troubleshooting and
analyzing HCL Notes
– Solve root causes, not symptoms!
91. To roam or not to roam: that is the question
• Given the previous reasons why HCL Notes in virtual environments should
not have any files in the network, the following logical questions arise
– How can personal HCL Notes data folders of end users be maintained locally on the
virtual environment servers?
• Think of having N servers in the farm where personal end user data potentially
needs to be on every single server
• How do end users get their most recent HCL Notes configuration no matter
on which server in the farm they log on?
• How to ensure that disk space used by HCL Notes data folders is cleared
after log off?
92. To roam or not to roam: that is the question (cont.)
• How to avoid transfers of large HCL Notes data folders per user during log on and
log off which increase wait times and cause network traffic?
• The answer is: Roaming!
– To provide end users with their latest HCL Notes configuration, their data needs to be
roamed onto the server they log on to start their session
– Roaming can be achieved through own procedures (e. g. logon script),
Domino Roaming or third-party solutions
93. To roam or not to roam: that is the question (cont.)
Log on to
virtual session
Roam
data
Start
HCL Notes
Log on to
HCL Notes
(happens here:
logon script,
3rd-party
solutions)
Roam
data
(or here: MarvelClient
Roaming)
Work with
HCL Notes
Roam
data
(or here:
IBM/HCL
Roaming)
Shutdown
HCL Notes
Log off from
virtual session
Backup
data
Backup
data
(happens here:
MarvelClient
Roaming)
(or here)
Clear data