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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Top Related