The document outlines an upgrade strategy for IBM Notes, detailing the importance of understanding the current environment, defining the target version, selecting appropriate upgrade tools, and creating a comprehensive upgrade package. It highlights common challenges faced in Notes deployments, such as visibility issues and a reluctance to upgrade, while emphasizing the use of tools like MarvelClient Essentials to streamline the process. The presentation concludes with suggestions for testing, piloting, and production deployment to ensure a smooth transition to the new Notes platform.

1. Supercharged Notes 10 Upgrade:
Turning the Worst Notes Deployments into the Best
—
Christoph Adler Jared Roberts
Senior Consultant Senior Software Engineer
panagenda ISW
Think 2019 / 1362 / Feb 13, 2019 / © 2019 IBM Corporation

2. Christoph Adler – Senior Consultant at panagenda
2Think 2019 / 1362 / Feb 13, 2019 / © 2019 IBM Corporation
About the speakers
18 years of IBM solutions experience
Focused on
• IBM Notes Client Management
• Analysis and Optimization of ICS Infrastructures
• Cloud onboarding
• Application Modernization
Good to know
• From Germany
• Bass player (for a ROCK band called DISCO !!)
• Husband, Geek, loves Football (Soccer) and Beer
• Don’t give energy drinks à squirrel mode

3. Jared Roberts – Senior Consultant & Software Engineer at ISW
3Think 2019 / 1362 / Feb 13, 2019 / © 2019 IBM Corporation
About the speakers
14 years of IBM solutions experience
Focused on
• Digital Transformation
• ICS Infrastructure Admin and Optimisation
• Systems & Applications Analysis
• Application Modernisation
Good to know
• From Australia
• Drummer for Desecrator (the best heavy metal band you’ve never heard of)
• Dad of 2, BBQ enthusiast, amateur beer brewer
• Terrible at most sports

4. Contents
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• What we see out there in Notes deployments
• Know your current environment
• Define target (version and more …)
• Choose Upgrade/Deployment Tool
• Create Upgrade Package
• Define post Upgrade actions
• Test, pilot, production

5. What we see out there in Notes deployments
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• Lack of visibility and control
• Many different versions and many different installation types
• Uncontrolled configurations (Data Dirs, Locations, Connections, Accounts, Settings, Eclipse preferences, …)
• Not secure (JVM vulnerabilities, Code Signers, ECL Management)
• Mixed functionality – things don’t work!
• The same end-user problems occur again and again (and again)
• Reluctance to upgrade
• Software deployment teams have little/no knowledge or “care factor” about Notes
• Administrators lack time and skill to utilize all available tools to effectively manage the Notes client
• Perception => it's too difficult and/or expensive / too risky for the business due to disruptions

6. 2. Know your current environment
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• 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 à Connections plugins, SwiftFile, CTI, … ?
• If you can’t answer the questions above 100% correctly, the following two slides will help you a lot!

7. MarvelClient Essentials – included in IBM Notes/Domino 10.0.1
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• Makes it easier, faster and cheaper to upgrade to IBM 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 IBM (Intel Mac 64 bit, Windows, Citrix and VDI)
• Runs on all IBM Domino platforms supported by IBM
• Best of all: it’s FREE and included in IBM Notes and Domino 10.0.1
• If you are not on IBM Notes and/or Domino 10.0.1 now, you can get MarvelClient Essentials here:
https://www.panagenda.com/essentials/
More information:
https://www.ibm.com/support/knowledgecenter/en/SSKTMJ_10.0.1/admin/wn_marvelclient_essentials.html
https://www-01.ibm.com/support/docview.wss?uid=ibm10737079
https://www-01.ibm.com/support/docview.wss?uid=ibm10737079&aid=1

8. MarvelClient Essentials – AnalyzeDB examples
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9. MarvelClient Essentials – AnalyzeDB examples
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10. 3. Define target (version and more …)
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• Version is very easy at the moment à 10.0.1
- Feature Pack 1 is planned for Q1 2019
http://www-10.lotus.com/ldd/fixlist.nsf/(Progress)/10.0.1%20FP1
- Our personal guess: Notes 11 will be shipped in Q4 2019 / Q1 2020
• Which Client Package?
- Standard, Basic and/or ICAA (IBM Client Application Access)
• Which Installation type?
- Single or MultiUser

11. 3. Define target (version and more …) (2)
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• Adding languages using MUI-Pack installation(s)
- Multilingual User Interface
- Group1, 2a, 2b and 3 à Group1 was just released on 5th Feb 2019 *w00t*
• Where to deploy?
- Laptops, Desktops, Citrix and/or VDI
- Windows7, Windows10, macOS 10.13 and/or macOS 10.14
https://www-01.ibm.com/support/docview.wss?uid=ibm10737113

12. 3. Define target (version and more …) (3)
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• Adding other functions/packages?
- Sametime embedded à not needed, 10.0.1 is up-to-date
- JVMPatch à not needed, 10.0.1 is up-to-date
- SwiftFile à use latest version 4.2.1 here:
http://www-01.ibm.com/support/docview.wss?uid=swg24035896
- IBM Connections Plugins for Notes à use latest version 5.5.0.20180813-1729 here:
https://xspy.mybluemix.net/nx
- Programs/Applications who interacts/communicates with Notes
- CTI, Instant Messengers, …

13. 3. Define target (version and more …) (4)
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• 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 à MultiUser Installation on Windows10 64Bit
- Add French and Japanese (Multilingual User Interface = MUI)
- SwiftFile 4.2.1
- Connections Plugins for Notes 5.5.0.20180813-1729
- Use of default paths for
Program directory
C:Program Files(x86)IBMNotes
Shared data directory
C:ProgramDataIBMNotesDatashared
Data directory
C:Users<USERNAME>AppDataLocalIBMNotesData

14. 4. Choose Upgrade/Deployment Tool
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• For many reasons – we do not recommend to use “Notes Smart Upgrade”
• “AUT – Notes Auto Update” is not available for this upgrade path
- Only IBM Notes 10.0.1 or later clients on Windows can be upgraded
- Execution based on DCC (using Desktop Policy)
- Uses the “IBM Auto Update Service” => system level
- Round-robin DNS used for distributing client update requests to multiple AUT servers in a Domino domain
- Configuration via AUT catalog database
- IBM Notes on Mac is currently not supported for upgrades
- See here for more details:
https://www.ibm.com/support/knowledgecenter/en/SSKTMJ_10.0.1/admin/inst_aut_overview.html
• Third-Party-Solution for Notes à Yes – but no advertising here!
• Third-Party-Solutions for Windows, like SCCM or others

15. 5. Create Upgrade Package
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• 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

16. 5. Create Upgrade Package (2)
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Installation order
a) Uninstall current version
- Using NICE (Notes Install Cleanup Executable)
https://www-01.ibm.com/support/docview.wss?uid=swg21459714
b) Run local cleanup
- Remove old Program- and SharedData-Dir
c) Install IBM Notes 10.0.1
d) Add French and Japanese (Multilingual User Interface = MUI)
e) Install SwiftFile 4.2.1
f) Install Connections Plugins for Notes 5.5.0.20180813-1729
g) Copy customized files like stub notes.ini, ConfigFile, etc.

17. 4. Create Upgrade Package (3)
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• Command lines for silent Uninstall and Cleanup
• Command lines for silent Install/Upgrade
• Command lines to copy customized stub notes.ini & ConfigFile

18. 5. Create Upgrade Package (4)
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• 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)

19. 5. Create Upgrade Package (5)
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• 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
- 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

20. 5. Create Upgrade Package (6)
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• Additional Information
- Customized stub notes.ini (example)
- config.txt (example)

21. 6. Define post Upgrade actions
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• 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 à see next slide

22. IBM Notes 10.x – Workspace
22Think 2019 / 1362 / Feb 13, 2019 / © 2019 IBM Corporation
• This will be controlled by a notes.ini parameter:
V10_WORKSPACE_BACKGROUND_MODE=0 à default (blue)
V10_WORKSPACE_BACKGROUND_MODE=1 à classic (grey lines)
V10_WORKSPACE_BACKGROUND_MODE=2 à customized
• If you choose for “2”, make sure you have an image resource in your local bookmark.nsf named “$WorkspaceImage”

23. 7. Test, pilot, production
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• Test
- Try to use virtual machines with snapshots
- Use images, which is very close to your production configuration
- Desktops vs. Laptops vs. VDI
- ActiveDirectoy à GPOs (Group Policy Objects)
- No local Admin rights
- Enabled UAC (User Account Control)
- Installed AV (Anti-Virus) Software

24. 7. Test, pilot, production (2)
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• 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

25. Summary
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• You know your current environment
• You have a clear destination platform
• You have chosen your method and tools for the upgrade
• You have created your upgrade package(s)
• You have defined your settings on the new Notes platform
• You are ready to test, pilot, and roll out !

26. Q & A
28Think 2018 / 1362 / Feb XX, 2018 / © 2018 IBM Corporation

27. You can find the latest version of this slide deck here:
https://www.slideshare.net/christophadler50
29Think 2018 / 1362 / Feb xx, 2018 / © 2018 IBM Corporation

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questions about this session!
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29. Thank you!
31Think 2018 / 1362 / Feb XX, 2018 / © 2018 IBM Corporation
Christoph Adler
Senior Consultant
panagenda
—
christoph.adler@panagenda.com
+49 172 494 4141
@cadler80
panagenda.com
Jared Roberts
Senior Software Engineer
ISW
—
JRoberts@isw.net.au
+61 417 215 700
@jazzaroberts
isw.net.au

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