lotus nd8 upgrade best practices
TRANSCRIPT
®
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
Upgrading Small & Medium Businesses
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 Small & Medium Businesses
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
IBM Lotus Notes Smart Upgrade
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
IBM Lotus Notes Smart Upgrade
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
Upgrading the Enterprise
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
Upgrading the Enterprise
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
Upgrading the Enterprise
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
Best Practices Upgrading to ODS48
On-Disk-Structure Change
Features Requiring ODS48
Best Practice Upgrading to ODS48
Best Practices 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
Features Requiring ODS48
Enhanced User Activity LoggingReads & Writes become Reads, Adds, Updates & Deletes
Features Requiring ODS48
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
Features Requiring ODS48
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
Features Requiring ODS48
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
mailfiles2.ind containsmail\mail26.nsfmail\mail27.nsf...mail\mail50.nsf
mailfiles3.ind containsmail\mail51.nsfmail\mail52.nsf...mail\mail75.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
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