We take the worst Notes client deployments (simulated multi-user, copied data directories, outdated templates, misconfigured workspace folders, dramatically grown data directories, etc.) and we clean, upgrade and deliver them with no disruption! But no matter how much you try, you will always find Notes clients out there that do not behave or participate. This session will share the best and latest client management and upgrade knowledge, combined with years of experience in Notes client upgrades, to yield the fastest and most stable IBM Notes V10 client deployment ever. Do you think it's not possible to get IBM Notes V10 installed/upgraded in under three minutes? Join us and we'll give you the recipe for a successful deployment.

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

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

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

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

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

6. 2. Know your current environment
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• It’s fundamentally important that your know the details about your current
Notes Client Infrastructure to be able to make smart decisions for future deployments
- Which exact versions are deployed?
- Which Installation types and modes are used?
- Locations of Program-, Data and SharedData-Dir?
- Usage of Laptops, Desktops, Citrix and VDI in numbers/percentage?
- Which OS incl. version is used?
- Usage of Notes addons à Connections plugins, SwiftFile, CTI, … ?
• If you can’t answer the questions above 100% correctly, the following two slides will help you a lot!

7. MarvelClient Essentials – included in IBM Notes/Domino 10.0.1
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• Makes it easier, faster and cheaper to upgrade to IBM Notes 10.x
• Provides valuable insights into Notes client landscapes for Notes 9.x and beyond
• Helps reduce helpdesk tickets, support, client maintenance and upgrade efforts
• Runs on all Notes client platforms supported by IBM (Intel Mac 64 bit, Windows, Citrix and VDI)
• Runs on all IBM Domino platforms supported by IBM
• Best of all: it’s FREE and included in IBM Notes and Domino 10.0.1
• If you are not on IBM Notes and/or Domino 10.0.1 now, you can get MarvelClient Essentials here:
https://www.panagenda.com/essentials/
More information:
https://www.ibm.com/support/knowledgecenter/en/SSKTMJ_10.0.1/admin/wn_marvelclient_essentials.html
https://www-01.ibm.com/support/docview.wss?uid=ibm10737079
https://www-01.ibm.com/support/docview.wss?uid=ibm10737079&aid=1

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

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

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

13. 3. Define target (version and more …) (4)
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• Let’s assume (for this session) you want to Upgrade from Notes 9.0.1 FPx IFx to the following components:
- IBM Notes 10.0.1 Standard Client à MultiUser Installation on Windows10 64Bit
- Add French and Japanese (Multilingual User Interface = MUI)
- SwiftFile 4.2.1
- Connections Plugins for Notes 5.5.0.20180813-1729
- Use of default paths for
Program directory
C:Program Files(x86)IBMNotes
Shared data directory
C:ProgramDataIBMNotesDatashared
Data directory
C:Users<USERNAME>AppDataLocalIBMNotesData

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

15. 5. Create Upgrade Package
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• No need to make changes to MSI package(s)
- Scripts can help here
- Differentiation between package and configuration (notes.ini, ConfigFile, etc.)
- That will help you a lot when it comes to package changes, new versions and testing
• Always include an Uninstall part in your package
- In-place upgrades are not recommended
- You can use the package also in cases of a new or re-install

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

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

18. 5. Create Upgrade Package (4)
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• Check the log files (created during installation) for errors for all installed components
- Successful
- Not successful (with errors) – new installation needed after Windows restart
(complete package)

19. 5. Create Upgrade Package (5)
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• Additional Information
- For an installation on Citrix, please check out this slideshare:
https://www.slideshare.net/christophadler50/panagenda-webinar-virtual-faster-better-how-to-virtualize-ibm-notesv10
- If you need/want to switch from Single to MultiUser
- Check out the MUMA Tool (Multi-User Migration Assistant) – must be done before
Upgrade to Notes 10.0.1:
https://www-01.ibm.com/support/docview.wss?uid=swg21459627
- A specific Third-Party solution can help here during Upgrade process – also if you want to migrate the
DataDir from NetworkDrive to default local

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

21. 6. Define post Upgrade actions
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• notes.ini changes for existing configurations (via MarvelClient Essentials or Policy)
- Remove CREATE_R85_DATABASES=1
- Remove CREATE_R9_DATABASES=1
- Add CREATE_R10_DATABASES=1
- Add NSF_UpdateODS=1
- Add V10_WORKSPACE_BACKGROUND_MODE=1 à see next slide

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

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

24. 7. Test, pilot, production (2)
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• Pilot
- Choose the members of the pilot group wisely and let them know
- 20 – 50 users from different departments and with different requirements on IBM Notes
• Production Deployment
- Inform your ServiceDesk and your users before you push the button
- Balance your deployment by upgrading e. g. 100-500 users at the same time – no more

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

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

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

28. We’ll be available at the IBM Champion lounge to answer
questions about this session!
Date: TODAY !
Time: 3.30pm-4.30pm
30
IBM Champions at Think 2019
Meet an IBM Champion
Where:
IBM Champion & IBM Community Lounge, Moscone
South Lobby
When:
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Weds & Thurs 8-6
Fri 8-12
Featuring:
• 30+ roundtable events
• Meet & Greet with IBM Champions, IBM
Community leaders, and special guests
Champion Chats
40-minute roundtable
discussions with IBM
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YOU
Find the schedule at
ibm.com/champion
IBM Champions are
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thought leaders.
The IBM Champions
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external experts and
thought leaders for our
work with IBM products
and communities.
ibm.com/champion

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

30. 32https://www.ibm.com/legal/us/en/copytrade.shtml
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