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SUPERCHARGED HCL Notes V11 Upgrades
Turning the WORST Notes deployments into the BEST
Christoph Adler
Senior Consultant at panagenda
SUPERCHARGED HCL Notes V11 Upgrades
Christoph Adler - Senior Consultant at panagenda
18+ years of Lotus / IBM / HCL solutions experience
Focused on
• Notes Client Management
• Analysis and Optimization of Notes/Domino infrastructures
• Application Modernization
Good to know
• German
• Bass player
• Husband. Geek. Loves Music, Football (soccer) and Beer
https://www.slideshare.net/christophadler50
1. IBM/HCL Notes → V11
2. Upgrades - Notes 10.0.1 FP3
3. Live Demo
How to run an Upgrade to Notes V11 Beta-2 in < 5 minutes
4. Q & A
Agenda
Make Your Data Work For You
IBM/HCL Notes
IBM Notes → HCL Notes
• V9.0.1 (FP10 + IF7 + JVM + ST9.0.1 FP1 HF1) & V10.0.1 (FP3)
– HCL Notes V11 Beta-2
• Standard, Basic, Admin- & Domino Designer-client
• ICAA → HCAA (HCL Client Application Access)
– 2.0.1 FP3
• Single & Multi-User
IBM Notes – Directories (9.0.1 & 10.0.1) → old
• Program directory
C:Program Files(x86)IBMNotes
• Shared data directory
C:ProgramDataIBMNotesDatashared
• Data directory
C:Users<USERNAME>AppDataLocalIBMNotesData
HCL Notes – Directories (V11 Beta-2) → new
• Program directory
C:Program Files(x86)HCLNotes
• Shared data directory
C:ProgramDataHCLNotesDatashared
• Data directory
C:Users<USERNAME>AppDataLocalHCLNotesData
HCL Notes – V11 Beta-2
HCL Notes – V11 Launch - Live broadcast from Tokyo, Dec. 4
Make Your Data Work For You
Upgrades
Notes 10.0.1 FP3
What we see out there in Notes deployments
• 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)
What we see out there in Notes deployments (2)
• 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
Know your current environment
• It’s fundamentally important that your know the details about your current
Notes Client Infrastructure to be able to make smart decisions for future
deployments
– Which exact versions are deployed?
– Which Installation types and modes are used?
– Locations of Program-, Data- and SharedData-Dir?
– Usage of Laptops, Desktops, Citrix and VDI in numbers/percentage?
– Which OS incl. version is used?
– Usage of Notes addons → Connections plugins, SwiftFile, CTI, … ?
• If you can’t answer the questions above 100% correctly, the following four
slides will help you a lot!
MarvelClient Essentials – included in IBM and HCL Notes/Domino
• 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 and higher
• If you are not on IBM Notes and/or Domino 10.0.1 (or higher) now, you can get
MarvelClient Essentials here:
https://www.panagenda.com/essentials/
MarvelClient Essentials – included in IBM and HCL Notes/Domino
• MarvelClient Essentials IBM Notes management solution
https://support.hcltechsw.com/csm?id=kb_article&sysparm_article=KB0036369
• Getting Started with MarvelClient Essentials
https://hclpnpsupport.service-
now.com/sys_attachment.do?sysparm_referring_url=tear_off&view=true&sys_id=ed25
7dd41b65330077761fc58d4bcb25
MarvelClient Essentials – included in IBM and HCL Notes/Domino
MarvelClient Essentials – AnalyzeDB examples
MarvelClient Essentials – AnalyzeDB examples (2)
MarvelClient Essentials – AnalyzeDB examples (3)
MarvelClient Essentials – AnalyzeDB examples (4)
Define target (version and more …)
• Version is very easy at the moment → 10.0.1 FP3
– Notes 11 will be shipped in December 2019
• Which Client Package?
– Standard, Basic and/or HCAA (HCL Client Application Access)
• Which Installation type?
– Single or MultiUser
Define target (version and more …) (2)
• Adding languages using MUI-Pack installation(s)
– Multilingual User Interface
– Group1, 2a, 2b and 3 → Group1 is available
Notes/Domino v11 Language Kits
• Re-engineering language kit generation process
• Selected language kits will be available for betas
• Simultaneous ship language kits with Domino v11
• Ship language kit fix packs as necessary
Define target (version and more …) (3)
• Where to deploy?
– Laptops, Desktops, Citrix and/or VDI
– Windows7, Windows10, macOS 10.13 – 10.15
(couldn’t find this at https://support.hcltechsw.com)
Define target (version and more …) (3)
• Adding other functions/packages?
– Sametime embedded → not needed, 10.0.1 is up-to-date
– JVMPatch → not needed, 10.0.1 is up-to-date
– SwiftFile → use latest version 4.2.1
− IBM Connections Plugins for Notes → use latest version 5.5.0.20190516-1211
− Programs/Applications who interacts/communicates with Notes
CTI, Instant Messengers, …
Define target (version and more …) (4)
• Let’s assume (for this session) you want to Upgrade from Notes 9.0.1 FPx IFx to the following
components:
– IBM Notes 10.0.1 Standard Client → MultiUser Installation on Windows10 64Bit
– Add French and Japanese (Multilingual User Interface = MUI)
– Fix Pack 3
– SwiftFile 4.2.1
– Connections Plugins for Notes 5.5.0.20190516-1211
– Use of default paths for
Program directory
C:Program Files(x86)IBMNotes
Shared data directory
C:ProgramDataIBMNotesDatashared
Data directory
C:Users<USERNAME>AppDataLocalIBMNotesData
Choose Upgrade/Deployment Tool – Third-Party-Solutions
• (HCL) Notes Auto Update (limitations)
• Third-Party-Solution for Notes → Today: Marvel Client Upgrade (Free)
• Third-Party-Solutions for Windows, like
– SCCM
– Empirum
– LanDesk
– DSM
– others
Create Upgrade Package
• No need to make changes to MSI package(s)
– Scripts can help here
– Differentiation between package and configuration (notes.ini, ConfigFile, etc.)
– That will help you a lot when it comes to package changes, new versions and testing
• Always include an Uninstall part in your package
– In-place upgrades are not recommended
– You can use the package also in cases of a new or re-install
Create Upgrade Package (2)
Installation order
a) Uninstall current version
• Using NICE (Notes Install Cleanup Executable) → new version will come with V11 ☺
https://support.hcltechsw.com/csm?id=kb_article&sysparm_article=KB0040768
b) Run local cleanup
• Remove old Program- and SharedData-Dir
c) Install IBM Notes 10.0.1
d) Add French and Japanese languages (Multilingual User Interface = MUI)
e) Install Fix Pack 3
f) Install SwiftFile 4.2.1
• Available on FlexNet
https://hclsoftware.flexnetoperations.com/flexnet/operationsportal/logon.do
g) Install Connections Plugins for Notes 5.5.0.20190516-1211
• Couldn’t find it on HCL resources
https://xspy.mybluemix.net/nx
h) Copy customized files like stub notes.ini, ConfigFile, etc.
Create Upgrade Package (3)
• Command lines for silent Uninstall and Cleanup
• Command lines for silent Install/Upgrade
• Command lines to copy customized stub notes.ini & ConfigFile
Create Upgrade Package (4)
• 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)
Create Upgrade Package (5)
• Additional Information
– For an installation on Citrix, please check out this slideshare:
• https://www.slideshare.net/christophadler50
– If you need/want to switch from Single to MultiUser
• Check out the MUMA Tool (Multi-User Migration Assistant)
This must be done before Upgrading to Notes 10.0.1
– https://www-01.ibm.com/support/docview.wss?uid=swg21459627
– A specific Third-Party solution can help here during Upgrade process – also if you want to
migrate the DataDir from NetworkDrive to default local → Marvel Client Upgrade Free ☺
Create Upgrade Package (6)
• Additional Information
– Customized stub notes.ini (example)
– config.txt (example)
Define post Upgrade actions
• notes.ini changes for existing configurations
(via MarvelClient Essentials or Policy)
– Remove CREATE_R85_DATABASES=1
– Remove CREATE_R9_DATABASES=1
– Add CREATE_R10_DATABASES=1
– Add NSF_UpdateODS=1
– Add V10_WORKSPACE_BACKGROUND_MODE=1 → see next slide
Notes 10.x / 11.x – Workspace
• This will be controlled by a notes.ini parameter:
V10_WORKSPACE_BACKGROUND_MODE=0 → default (blue)
V10_WORKSPACE_BACKGROUND_MODE=1 → classic (grey lines)
V10_WORKSPACE_BACKGROUND_MODE=2 → customized
• If you choose for “2”, make sure you have an image resource in your local
bookmark.nsf named “$WorkspaceImage”
Test, pilot, production
• Test
– Try to use virtual machines with snapshots
– Use images, which is very close to your production configuration
▪ Desktops vs. Laptops vs. VDI
▪ ActiveDirectoy → GPOs (Group Policy Objects)
▪ No local admin user rights
▪ Enabled UAC (User Account Control)
▪ Installed AV (Anti-Virus) Software
Test, pilot, production (2)
• 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
Make Your Data Work For You
How to run an Upgrade
to Notes V11 Beta-2
in < 5 minutes
Live
SUPERCHARGED HCL Notes V11 Upgrades
Q & A
SUPERCHARGED HCL Notes V11 Upgrades
Q & A
SUPERCHARGED HCL Notes V11 Upgrades
Thank you!
Christoph Adler
@cadler80
Senior Consultant
panagenda
christoph.adler@panagenda.com
SUPERCHARGED HCL Notes V11 Upgrades

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CollabSphere 2019 - INF109 - SUPERCHARGED HCL Notes V11 Upgrades Turning the WORST Notes deployments into the BEST

  • 1. SUPERCHARGED HCL Notes V11 Upgrades Turning the WORST Notes deployments into the BEST Christoph Adler Senior Consultant at panagenda
  • 2. SUPERCHARGED HCL Notes V11 Upgrades
  • 3. Christoph Adler - Senior Consultant at panagenda 18+ years of Lotus / IBM / HCL solutions experience Focused on • Notes Client Management • Analysis and Optimization of Notes/Domino infrastructures • Application Modernization Good to know • German • Bass player • Husband. Geek. Loves Music, Football (soccer) and Beer
  • 5. 1. IBM/HCL Notes → V11 2. Upgrades - Notes 10.0.1 FP3 3. Live Demo How to run an Upgrade to Notes V11 Beta-2 in < 5 minutes 4. Q & A Agenda
  • 6. Make Your Data Work For You IBM/HCL Notes
  • 7. IBM Notes → HCL Notes • V9.0.1 (FP10 + IF7 + JVM + ST9.0.1 FP1 HF1) & V10.0.1 (FP3) – HCL Notes V11 Beta-2 • Standard, Basic, Admin- & Domino Designer-client • ICAA → HCAA (HCL Client Application Access) – 2.0.1 FP3 • Single & Multi-User
  • 8. IBM Notes – Directories (9.0.1 & 10.0.1) → old • Program directory C:Program Files(x86)IBMNotes • Shared data directory C:ProgramDataIBMNotesDatashared • Data directory C:Users<USERNAME>AppDataLocalIBMNotesData
  • 9. HCL Notes – Directories (V11 Beta-2) → new • Program directory C:Program Files(x86)HCLNotes • Shared data directory C:ProgramDataHCLNotesDatashared • Data directory C:Users<USERNAME>AppDataLocalHCLNotesData
  • 10. HCL Notes – V11 Beta-2
  • 11. HCL Notes – V11 Launch - Live broadcast from Tokyo, Dec. 4
  • 12. Make Your Data Work For You Upgrades Notes 10.0.1 FP3
  • 13. What we see out there in Notes deployments • 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)
  • 14. What we see out there in Notes deployments (2) • 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
  • 15. Know your current environment • It’s fundamentally important that your know the details about your current Notes Client Infrastructure to be able to make smart decisions for future deployments – Which exact versions are deployed? – Which Installation types and modes are used? – Locations of Program-, Data- and SharedData-Dir? – Usage of Laptops, Desktops, Citrix and VDI in numbers/percentage? – Which OS incl. version is used? – Usage of Notes addons → Connections plugins, SwiftFile, CTI, … ? • If you can’t answer the questions above 100% correctly, the following four slides will help you a lot!
  • 16. MarvelClient Essentials – included in IBM and HCL Notes/Domino • 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 and higher • If you are not on IBM Notes and/or Domino 10.0.1 (or higher) now, you can get MarvelClient Essentials here: https://www.panagenda.com/essentials/
  • 17. MarvelClient Essentials – included in IBM and HCL Notes/Domino • MarvelClient Essentials IBM Notes management solution https://support.hcltechsw.com/csm?id=kb_article&sysparm_article=KB0036369 • Getting Started with MarvelClient Essentials https://hclpnpsupport.service- now.com/sys_attachment.do?sysparm_referring_url=tear_off&view=true&sys_id=ed25 7dd41b65330077761fc58d4bcb25
  • 18. MarvelClient Essentials – included in IBM and HCL Notes/Domino
  • 19. MarvelClient Essentials – AnalyzeDB examples
  • 20. MarvelClient Essentials – AnalyzeDB examples (2)
  • 21. MarvelClient Essentials – AnalyzeDB examples (3)
  • 22. MarvelClient Essentials – AnalyzeDB examples (4)
  • 23. Define target (version and more …) • Version is very easy at the moment → 10.0.1 FP3 – Notes 11 will be shipped in December 2019 • Which Client Package? – Standard, Basic and/or HCAA (HCL Client Application Access) • Which Installation type? – Single or MultiUser
  • 24. Define target (version and more …) (2) • Adding languages using MUI-Pack installation(s) – Multilingual User Interface – Group1, 2a, 2b and 3 → Group1 is available
  • 25. Notes/Domino v11 Language Kits • Re-engineering language kit generation process • Selected language kits will be available for betas • Simultaneous ship language kits with Domino v11 • Ship language kit fix packs as necessary
  • 26. Define target (version and more …) (3) • Where to deploy? – Laptops, Desktops, Citrix and/or VDI – Windows7, Windows10, macOS 10.13 – 10.15 (couldn’t find this at https://support.hcltechsw.com)
  • 27. Define target (version and more …) (3) • Adding other functions/packages? – Sametime embedded → not needed, 10.0.1 is up-to-date – JVMPatch → not needed, 10.0.1 is up-to-date – SwiftFile → use latest version 4.2.1 − IBM Connections Plugins for Notes → use latest version 5.5.0.20190516-1211 − Programs/Applications who interacts/communicates with Notes CTI, Instant Messengers, …
  • 28. Define target (version and more …) (4) • Let’s assume (for this session) you want to Upgrade from Notes 9.0.1 FPx IFx to the following components: – IBM Notes 10.0.1 Standard Client → MultiUser Installation on Windows10 64Bit – Add French and Japanese (Multilingual User Interface = MUI) – Fix Pack 3 – SwiftFile 4.2.1 – Connections Plugins for Notes 5.5.0.20190516-1211 – Use of default paths for Program directory C:Program Files(x86)IBMNotes Shared data directory C:ProgramDataIBMNotesDatashared Data directory C:Users<USERNAME>AppDataLocalIBMNotesData
  • 29. Choose Upgrade/Deployment Tool – Third-Party-Solutions • (HCL) Notes Auto Update (limitations) • Third-Party-Solution for Notes → Today: Marvel Client Upgrade (Free) • Third-Party-Solutions for Windows, like – SCCM – Empirum – LanDesk – DSM – others
  • 30. Create Upgrade Package • No need to make changes to MSI package(s) – Scripts can help here – Differentiation between package and configuration (notes.ini, ConfigFile, etc.) – That will help you a lot when it comes to package changes, new versions and testing • Always include an Uninstall part in your package – In-place upgrades are not recommended – You can use the package also in cases of a new or re-install
  • 31. Create Upgrade Package (2) Installation order a) Uninstall current version • Using NICE (Notes Install Cleanup Executable) → new version will come with V11 ☺ https://support.hcltechsw.com/csm?id=kb_article&sysparm_article=KB0040768 b) Run local cleanup • Remove old Program- and SharedData-Dir c) Install IBM Notes 10.0.1 d) Add French and Japanese languages (Multilingual User Interface = MUI) e) Install Fix Pack 3 f) Install SwiftFile 4.2.1 • Available on FlexNet https://hclsoftware.flexnetoperations.com/flexnet/operationsportal/logon.do g) Install Connections Plugins for Notes 5.5.0.20190516-1211 • Couldn’t find it on HCL resources https://xspy.mybluemix.net/nx h) Copy customized files like stub notes.ini, ConfigFile, etc.
  • 32. Create Upgrade Package (3) • Command lines for silent Uninstall and Cleanup • Command lines for silent Install/Upgrade • Command lines to copy customized stub notes.ini & ConfigFile
  • 33. Create Upgrade Package (4) • 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)
  • 34. Create Upgrade Package (5) • Additional Information – For an installation on Citrix, please check out this slideshare: • https://www.slideshare.net/christophadler50 – If you need/want to switch from Single to MultiUser • Check out the MUMA Tool (Multi-User Migration Assistant) This must be done before Upgrading to Notes 10.0.1 – https://www-01.ibm.com/support/docview.wss?uid=swg21459627 – A specific Third-Party solution can help here during Upgrade process – also if you want to migrate the DataDir from NetworkDrive to default local → Marvel Client Upgrade Free ☺
  • 35. Create Upgrade Package (6) • Additional Information – Customized stub notes.ini (example) – config.txt (example)
  • 36. Define post Upgrade actions • notes.ini changes for existing configurations (via MarvelClient Essentials or Policy) – Remove CREATE_R85_DATABASES=1 – Remove CREATE_R9_DATABASES=1 – Add CREATE_R10_DATABASES=1 – Add NSF_UpdateODS=1 – Add V10_WORKSPACE_BACKGROUND_MODE=1 → see next slide
  • 37. Notes 10.x / 11.x – Workspace • This will be controlled by a notes.ini parameter: V10_WORKSPACE_BACKGROUND_MODE=0 → default (blue) V10_WORKSPACE_BACKGROUND_MODE=1 → classic (grey lines) V10_WORKSPACE_BACKGROUND_MODE=2 → customized • If you choose for “2”, make sure you have an image resource in your local bookmark.nsf named “$WorkspaceImage”
  • 38. Test, pilot, production • Test – Try to use virtual machines with snapshots – Use images, which is very close to your production configuration ▪ Desktops vs. Laptops vs. VDI ▪ ActiveDirectoy → GPOs (Group Policy Objects) ▪ No local admin user rights ▪ Enabled UAC (User Account Control) ▪ Installed AV (Anti-Virus) Software
  • 39. Test, pilot, production (2) • 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
  • 40. Make Your Data Work For You How to run an Upgrade to Notes V11 Beta-2 in < 5 minutes Live
  • 41. SUPERCHARGED HCL Notes V11 Upgrades Q & A
  • 42. SUPERCHARGED HCL Notes V11 Upgrades Q & A
  • 43. SUPERCHARGED HCL Notes V11 Upgrades Thank you! Christoph Adler @cadler80 Senior Consultant panagenda christoph.adler@panagenda.com
  • 44. SUPERCHARGED HCL Notes V11 Upgrades