lotus nd8 upgrade best practices

®

Best Practices for Deploying IBM Lotus Notes® and Domino® 8

Notes 8 Upgrade Workshop, June 2008

Pete HamptonTechnical SpecialistLotus Software, IBM UKISA

Table of Contents

Before You Begin

Best Practices Upgrading to Release 8Small & Medium BusinessesEnterprise

Best Practices Upgrading to ODS48

Release 8 Deployment Experiences

Q & A

Before You Begin

What's New in Lotus Notes 8 Client?

Lotus Notes & Domino 8 Technical Requirements

Supported Configurations for Notes & Domino 8

Release 8 ReadinessLotus Notes Companion Products3rd Party Products

Other Considerations

What's New in Lotus Notes 8 client?

User interface changes, new features and many other additional references

Presentation - What's New in the IBM Lotus Notes Client

Information Available Onlinehttp://www-1.ibm.com/support/docview.wss?uid=swg21264877

Standard ConfigurationSubstantially-Improved User Interface

– Built atop the open eclipse.org Java environment– Utilizes IBM Lotus Expeditor® for foundational capabilities

Incorporates IBM Lotus Symphony™ productivity editorsDelivers composite application capabilitiesDoes everything that Notes does today for mail/calendar/NSF-based

applications.

Basic ConfigurationRuns only the existing Notes engineDelivers some new Notes 8 features

Available Onlinehttp://www-1.ibm.com/support/docview.wss?uid=swg21264877

What's New in Lotus Notes 8 client?

Lotus Notes 8 RAM & DISK Requirements

256 MB512 MB256 MBBasic

900 MB1.5 GB1 GBStandard (Vista)

900 MB1 GB512 MBStandard (XP)

Release 8.0

256 MB512 MB256 MBRelease 7.0

Minimum DiskRecommended RAMMinimum RAM

Lotus Notes & Domino 8 Technical Requirements Supported Operating System Versions

Processors Supported

RAM & DISK

All Information Available Onlinehttp://www-306.ibm.com/software/lotus/notesanddomino/sysreqs.html

Supported Configurations for Notes & Domino 8 Client, Server & Template Interoperability

Notes 5, 6 and 7 ClientsMail 5, 6 and 7 TemplatesDomino 5, 6 and 7 Servers

“Supported”, “Supported during upgrade only”, and “Unsupported”

Needed configurations for new Notes/Domino 8 features to function

Technote Available Onlinehttp://www-1.ibm.com/support/docview.wss?uid=swg21264690

Release 8 Readiness

If you customize, update the 8.0 templates with your changes

Lotus Notes Companion ProductsIBM Lotus Sametime®, IBM Lotus Quickr®, IBM Lotus

Connections®...Notes Traveler

3rd Party ProductsBackup, Aniti-Virus, or SPAM utilities...Blackberry® Enterprise Server

Support Information for BEShttp://www-1.ibm.com/support/docview.wss?uid=swg21266138

Other Considerations

Ensure integrity of existing backupsSave copy of notes.ini and server id fileVerify recent backups taken and retrievable

New Hardware?Move to new hardware Before or After the upgrade, not

recommended at the same time

Test, Test, Test and lastly TestMission Critical Applications

Best Practices Upgrading to Release 8

Small & Medium Businesses# of Users 10,000 or less# of Servers 50 or less

Upgrading Small & Medium Businesses

1. Upgrade the Notes clients that administrators will use to edit and operate on the Domino Directory

2. Upgrade Administration Server of Domino Directory3. Replicate the Domino Directory to the other servers4. Upgrade the Hub servers5. Upgrade the Mail servers6. Upgrade the SMTP servers


7. Upgrade the Application/Web servers8. Upgrade 3rd Party/Companion Product servers9. Upgrade the General Population to Lotus Notes 8.0.110. Replace design of mail files with MAIL8.NTF


Upgrading Domino Servers – Let's Get StartedShutdown the Domino Server to be upgraded “cleanly”Install Release 8 of DominoCopy Customized Templates into placeRun Design Task

– Refreshes design of system databasesRun Updall Task

– Rebuilds views with design or collation changesRestart the Domino ServerProceed to “Next” server

Release 8.0.1 64BIT Domino for AIX & Windows 32BIT Domino to 64BIT Domino Upgrade

All existing full-text indexes will be discarded and rebuilt

Windows OnlyAll existing views currently built will be discarded and rebuilt

Best Practices just recommended for upgrading a Domino Server to 64 Bit Domino still hold trueUpdall process will take longer to run

– See Appendix for how to use indirect files

Upgrading to IBM Lotus Notes Release 8

Upgrading to IBM Lotus Notes Release 8 Release 5 Notes Clients

Upgrade-By-Mail is still supported

Release 6, 7 or 8 Notes Clients IBM Lotus Notes Smart Upgrade

3rd Party

Presentation - Deploying IBM Lotus Notes 8 Clients

IBM Lotus Notes Smart Upgrade

IBM Redpaper: Understanding Lotus Nots Smart Upgradehttp://www.redbooks.ibm.com/Redbooks.nsf/RedbookAbstracts/redp4180.html


AdvantagesAutomatic prompting for end userCan specify deadline for upgradeCan specify groups of users to upgradeBuilt-in tracking capabilityCan use with Seamless Mail UpgradeAvailable for Linux starting with Release 8.0

Presentation - Deploying IBM Lotus Notes 8 on Linux

168,885,720159,573,808Basic

471,943,680434,588,672Standard

Release 8.0

199,132,376193,487,776Release 7.0

All ClientNotes Client Only

IBM Lotus Notes Web Kits Sizes

Notes & Domino Developers~1000 Users~120 Servers

Release 6.5.6, 7.0.3, 7.0.4 Beta, 8.0, 8.0.1, 8.0.2 Beta and 8.5 BetaAdmin Server of Domino Directory always runs latestDomino Directory replicates freely

Smart Upgrade available to all users

Notes & Domino Developer Domains

Upgrading the Enterprise

Best Practices Upgrading to Release 8

Enterprise# of Users 10,000 or greater# of Servers 50 or greater


Many weeks or even months to upgrade all servers

End-users want incredible new Release 8 UI ASAP

Minimal impactConfigure Domino Directory ACL so design flows in a single

direction– Admin Server of Domino Directory flows to– Hub Servers flows to– Spoke Servers

No Backflow of Directory Changes as you upgrade in reverse order

Domino Directory Design in the Enterprise

Central Admin Server

RegionalHubs

Spoke Servers

Design flows out from Admin Server only


1. Upgrade the Notes clients that administrators will use to edit and operate on the Domino Directory

2. Upgrade the SMTP servers 3. Upgrade the Mail servers4. Upgrade the General Population to Lotus Notes 8.0.15. Replace design of mail files with MAIL8.NTF


6. Upgrade the Application/Web servers7. Upgrade 3rd Party/Companion Product servers8. Upgrade the Hub Servers9. Upgrade the Administration Server of the Domino Directory

Upgrading the Enterprise Domino 8 Directory Template

Two critical views utilized when a Notes Client or another Domino Server attempts to authenticate with any given server are the ($USERS) and ($SERVERACCESS) views

The design upgrade will result in views modified being rebuilt from scratch when first opened

Authentication attempts will be blocked from completing until these two views are finish rebuilding

Upgrading “First” Spoke Server

Shutdown the Domino Server “cleanly”

Install Release 8 of Domino

Copy Customized Templates in place

Run Design Task Updates design of system databases

Run Updall Task– Rebuilds existing views because of design or collation

change

Upgrading “First” Spoke Server (continued) Copy upgraded Domino Directory to Network Share

Remove Domino Directory Template (PUBNAMES.NTF)

Restart the Domino Server

Proceed to “Next” Domino Server

Upgrading “Next” Domino Server Shutdown the Domino Server “cleanly”

Install Release 8 of Domino

Copy Customized Templates in place

Copy already upgraded Domino Directory from Network Share

Run Design Task Updates design of system databases

Run Updall TaskRebuilds existing views because of design or collation changes

Upgrading “Next” Domino Server (continued) Remove Domino Directory Template

Restart the Domino Server

Proceed to “Next” Domino Server

IBM Global Services 81 Mail Domains and 10 Application Domains

1025 Domino Servers18 iSeries, 45 zSeries, 962 pSeriesRelease 7.0.2FP2

Approximately 490K Notes ClientsMajority Standardized on Microsoft ® Windows XP Service Pack 2Release 7.0.2

IBM Standard Software Installer used for majority Lotus Notes upgrades

IBM Research utilizes IBM Lotus Notes Smart Upgrade

IBM Global Services Deployment Most aggressive client/server deployment of any release

15 Domino 8 servers with ~32,000 users– All Mail Servers to be 8.01 by mid-year 2008– All Applications Servers to be 8.01 by year-end 2008

● Application servers take longer because of stringent testing

Notes 8 beta participants expanded from original numbers based on very high demandDeploying Notes 8.0 (Standard) to beta customers until March 2008

– 25,000 Notes 8.0 users by year-end 2007– Target is for full 8.01 deployment by August 2008

No deployment blocking issues found

On-Disk-Structure Change

Features Requiring ODS48

Best Practice Upgrading to ODS48


On-Disk-Structure Change

Release 6 and Release 7 both utilize ODS43Admins loved this and found upgrades from 6 to 7 a snap!

Prior to Release 8, an ODS upgrade occurred the first time a database was compacted following an upgrade.

With Release 8, an upgrade to ODS48 is optional CREATE_R8_DATABASES=1 in notes.ini A copy-style compaction of database is done.

– e.g. (n)compact -c names.nsf

Although optional, ODS48 is required to enable some new features & performance improvements in Release 8


Enhanced User Activity LoggingReads & Writes become Reads, Adds, Updates & Deletes


Optimized User Renames and DeletesMajor improvement in Adminp Processing time

I/O Reduction and Performance improvementsOn-Demand collation builds

– Mail file with MAIL8.NTF and ODS48 takes advantage

Database Design CompressionNew databases created from mail8.ntf are 11mb with Design

Compression compared to 27mb without


Document Data Compression (Release 8.0.1)Tests have shown anywhere from 25% - 40% size reduction

when data compression has been enabledCPU cost on non-hardware compression platforms is negligibleOn zSeries, there is a large penalty for enabling on transactional

logged serversNot recommended on databases that have high read to write

ratio. e.g. names.nsf

Presentation - IBM Lotus Domino Storage


9,044,492,288 (44.5%)15,999,172,608 (2.4%)16,390,553,600

325,844,992 (51.77%)675,545,088 (4.34%)706,215,936mail7.nsf

427,294,720 (40.45%)717,488,128 (3.15%)740,818,944mail6.nsf

1,388,576,768 (39.74%)2,304,245,760 (0.49%)2,315,517,952mail5.nsf

1,232,863,232 (49.22%)2,427,977,728 (3.22%)2,508,718,080mail4.nsf

1,408,237,568 (41.77%)2,418,278,400 (7.47%)2,613,575,680mail3.nsf

1,503,395,840 (44.53%)2,710,306,816 (0.72%)2,729,967,616mail2.nsf

2,758,279,168 (41.87%)4,745,330,688 (0.64%)4,775,739,392mail1.nsf

Data Compression(% Decrease)

Design Compression(% Decrease)

Original Size (compact -c)

Database Name

Best Practice Upgrading to ODS48 Shutdown the Domino 8 Server “cleanly”

Set CREATE_R8_DATABASES=1 in notes.ini

Optionally enable Database Design and/or Document Data compression prior to doing initial conversion from ODS43 to ODS48 so only a single copy-style compaction needed

– (n)compact -n -v mail

Run Compact Task using copy-style switch(n)compact -c

Restart the Domino 8 Server

Release 8 Deployment Experiences

“Unread Marks in Folders” Release 8.0 Standard Configuration

Folders require new ($Inbox) design to get Unread Bolding & Count

“Advanced Menus” Unchecked by default in Release 8 Standard Configuration

Prohibit design refresh or replace to modify

“Design Refresh/Replace Issues”

“Calendar Ghosting” Show “unprocessed” calendar entries in your calendar view

– Release 8 Notes Client using MAIL8.NTF– Release 8 Domino Server for receipt of calendar invite

“Recent Contacts & Mail Addressing”

Recent Contacts populated automaticallyDramatically improves mail addressing

In Release 8, if wrong John Smith gets into your Recent Contactse.g. Joe Smith/Boulder/IBM vs Joe Smith/Westford/IBMNo easy way to remove unwanted entry unless you go to a hidden view Fixed in Release 8.0.1

“Conversations Feature”

New in Notes and Domino 8 is the conversations feature which allows all messages of the same thread to be grouped together

Known Issue: Modification of old documents may occurFixed in Release 8.0.1

Know Issue: Broken Conversation ThreadsUnder certain conditions messages belonging to same thread will not be

grouped together Improved in Release 8.0.1

See Technote http://www-1.ibm.com/support/docview.wss?uid=swg21284223 for a more detailed description

“Mail Inbox Maintenance”

Configured for each Domino ServerServer Record -> Server Tasks Tab -> Administration Process TabSelected users: & User's Home Server as configured in Person Document

“Database Redirection”

RequiresRelease 8 Domino AdministratorRelease 8 Notes ClientRelease 8 Domino Server

Adminp processing will automatically generate database redirect files (e.g. jpaganet.nrf) for functions like move mail requests

“New Columns for Design and Data Compression”

Release 8.0.1 Lotus Domino Administrator

Files Panel has three new columns for Design, Data and LZ1 Compression

“Design & Document Data Compression”

When inheritance is enabled on mail fileDesign Task may disable property on down-level serverDisabled property will then replicate to Release 8 Server

WorkaroundsDisable Design Task on down-level serversDisable Inheritance on replicas on down-level serversSet Inheritance to StdR8Mail on all replicasUpgrade all servers to Release 8

“Message Recall” Allows users to retrieve Lotus Notes mail they accidentally or

inappropriately sent to the wrong peopleRequires

– Release 8 Notes Client using MAIL8.NTF to initiate recall– Release 8 Domino Server for recipient of message being recalled

“Out of Office Service” Eliminates delays and latency delivering out-of-office notifications

Requires Release 8 Domino Server to enable service on serverRelease 8 Notes Client with MAIL8.NTF to turn on OOO

“Compress MIME Encoded Attachments”

Once all mail servers at Release 6.5.6, 7.0.3 or 8On Release 8.0 SMTP or Mail Servers

– Set MimeCompressAttachments=1 in notes.ini

Notes Clients with a local mail file replica would also need to be at Release 6.5.6, 7.0.3 or 8

“Smart Upgrade & Multi-User Silent Install”

Using Silent Install to upgrade a Muiti-User Notes Client from Release 6.x or 7.x to Release 8 fails installationFixed in Release 8.0.1

Pete Hampton - [email protected]

Q & A IBMers value: “Dedicated to every clients success”

Appendix

Using Convert Task to Upgrade Mail Files on Domino Server

Using Indirect Files

Using Convert Task to Upgrade Mail Files

Run CONVERT Task to build indirect file containing all mail file names for users whom this is their home server in the Domino Directory

(n)convert -l mailfiles.ind

Run CONVERT Task against the indirect file to upgrade to mail8.ntf design

Optionally use -s to override prohibit design replace or refresh on foldersOptionally use -u to upgrade all folders with mail8.ntf $InBox design (n)convert -s –u -f mailfiles.ind * mail8.ntf

Note: In Release 8, The CONVERT Task in Release 8 will not update the “Replicate Unread Marks” setting from the template. Additionally, if inheritance is disabled in mail file, it will leave disabled else it will update to 'StdR8Mail”.

Using Indirect Files Allows multiple maintenance tasks to process different sets of

databases concurrently instead of a single maintenance task processing databases sequentially resulting in significant time savings

Create a text file with “.ind” extension and add list of databases and/or directories into the text file

Invoke maintenance task against the indirect file (n)fixup mailfiles1.ind (n)compact -c -n -v mailfiles1.ind (n)updall mailfiles1.ind

Invokde multiple maintenance tasks against multiple indirect files (n)updall mailfiles1.ind (n)updall mailfiles2.ind (n)updall mailfiles3.ind

Indirect Files Example

You have 100 mailfiles you want to run updall against and machine has 4 CPU so create 4 indirect files

mailfiles1.ind containsmail\mail1.nsfmail\mail2.nsf...mail\mail25.nsf



Indirect Files Example (continued)mailfiles4.ind contains

mail\mail76.nsfmail\mail77.nsf...mail\mail100.nsf

So now instead of running a single updall process (n)updall mail

you could run 4 updall processes concurrently(n)updall mailfiles1.ind(n)updall mailfiles2.ind(n)updall mailfiles3.ind(n)updall mailfiles4.ind

and complete the same operation in a much faster time

© IBM Corporation 2007. 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 IBM’s 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 software.

References 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 and/or capabilities referenced in this presentation may change at any time at IBM’s 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.

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