NOTES CLIENT INSTALLATION AND SMART UPGRADE

Using Notes Smart Upgrade
IBM® Lotus® Notes® Smart Upgrade notifies users to update their Notes 6 and later clients to later releases. Lotus Notes Smart Upgrade uses policy and settings documents to help manage updates. You create policy documents in the IBM® Lotus® Domino™ Directory to distribute standard settings and configurations across groups, departments, or entire organizations.

Microsoft® Windows® users can upgrade Lotus Notes 6.5.x and 7.x to Lotus Notes 8 during install.

For more information about policies, see the topic Policies.

Prerequisites

To use Smart Upgrade as a means of upgrading Notes clients, you must meet the following prerequisites:


To use Lotus Notes Smart Upgrade, follow this procedure:

1. Create a database using the Smart Upgrade Kits template to host Notes client update kits.

2. Update the Configurations Settings document in the Domino Directory with a link to the Lotus Notes Smart Upgrade database. Domino's intelligent locator uses the replica ID of the Smart Upgrade database in the database link and does the following in this order 1.) looks for a local replica of that database, and if found, uses it. 2.) Looks for a replica of that database on any cluster mates if the server is in a cluster, and if found, uses it. 3) uses the database on the server specified in the database link in the Server Configuration document.

3. Download an update kit, also known as an incremental installer, from the Lotus Developer Domain Web site (http://www.lotus.com/ldd/smartupgrade).

4. Create a Kit document in the Lotus Notes Smart Upgrade database and attach a Notes client kit or an All Client kit to the Kit document, or designate a shared network drive in the Kit document.

5. Create or modify a desktop policy settings document where you specify the updated release to deploy and the date on which the grace period for updating a Notes client ends.

6. Create or modify a master policy to assign users or groups to the desktop policy settings document.

7. Depending on the master policy created, edit Person documents to assign users to the master policy and/or set the Lotus Notes Smart Upgrade desktop policy settings document for one or more groups.

Note In IBM Lotus Notes Domino 7.0 and later, the Smart Upgrade kits are available in English and other languages (for language packs).

See also