IBM Software Group ® Upgrading to Domino 7 and Coexistence with ...

IBM Software Group

®

Upgrading to Domino 7 and Coexistence with Previous Releases

Jens ArntIT ArchitectIBM Denmark Software groupIBM Software Services for Lotus

IBM Software Group | Lotus software

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Session Objectives/Agenda

The value of upgrading to

Domino 7 Describe key Notes 7 client

upgrade considerations Describe key Domino 7 server

upgrade considerations Explain interoperability and

coexistence issues between

Domino 7 and earlier releases

IBM Software Group

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Why Notes/Domino 7


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The Value of Upgrading Extract more value from collaborative applications

Continue to extend the reach of messaging and collaboration

Notes, browser, Outlook, mobile, applications

Reduce TCO Support additional platforms and updated OS versions

Performance improvements for better scalability

Reduce administration costs

Simplify the client - usability and productivity

Extend Domino’s capabilities IBM Software Group products: Sametime, WebSphere Portal, DB2, Tivoli

3rd party solutions

Leverage client productivity enhancements Notes client improvements

Domino Web Access improvements

Integrate Domino into SOA initiatives Via new Web Services capabilities

Notes/Domino Release 5 Support Ending Major incentive for many customer still on Version 5 to upgrade


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Notes 7 New Features Autosave option for selected documents New calendar options

e.g. Auto-processing of calendar events despite conflicts (requires a Domino 7 server)

Calendar cleanup

Calendar filtering

Save state on close Confirm close of Note Mail user interface enhancements

Attention icons (the blue dots)

mail threads (great for coming back from vacation and jumping to middle of thread...can see whole thing)

Smart tags support for MS Office (good for desktop integration story)

Chat transcripts view (and automatically saved) - chats can be securely save in email rather than plain text on disk ... and searchable!

Extended Sametime integration Designer, Admin client, Domino Web Access, and Domino Access for

Microsoft Outlook improvements


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Domino 7 and Domino Designer 7 New Features

Performance improvements (reduced TCO) New enterprise mail workload for benchmarking and server.load.

Significant administration improvements Domino Domain Monitor (DDM)

Client Policy Lockdown

Smart Upgrade improvements

New mail & calendar settings policy type

DB2 as optional Domino data store SQL access to Domino data

Domino access to DB2 via SQL

Functional Improvements, including Web Services support

Messaging improvements

Security enhancements

Improved LDAP support

Expanded Platform Support

IBM Software Group

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Upgrading


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Upgrade Sequence

Administration clients Domino directory/administration server Hub servers Spoke servers

Mail servers

Application servers

Other servers

Notes clients Mail design (template) Applications and databases On-disk structure (if upgrading from R5 or before) New features


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Upgrade Sequence


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Upgrading the Notes Client

Training Workstation requirements

Windows 95/98/NT no longer listed as supported

Processor, RAM, and disk requirements same for Notes 6 and 7

SPX protocol dropped

Workgroup dynamics

Especially delegates for mail and calendar

Complicating factors

Multiple client machines

Roaming

Multi-user


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Notes Client Upgrade Options

Upgrade-by-mail Smart Upgrade (Notes 6 and above) Dedicated third-party tools

Example: Walcott Automated Deployment Toolkit (ADT)

Corporate software distribution tools Manual


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Smart Upgrade Enhancements

Administrative notification of Smart Upgrade tracking Governor: Limit the number of Smart Upgrades per hour Server cluster failover to another server Failover from shared drive path kit to Attachment kit Fields added to the desktop policy settings document Tracking reports


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Smart Upgrade Example


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Preparing to Upgrade the Domino Server Hardware/software requirements

Many platforms have changed

Co-resident DB2 adds requirements

Must be Domino 4.6.7a or greater Environmental cleanup

Old configuration documents and settings

Unnecessary databases

Review template customizations Block user access

Set conf server_restricted=2

Drop all

Purge pending mail and AdminP requests

Disable Router and HTTP tasks to prevent new mail

Back up the server Stop the server


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Upgrading the Domino Server

Install new code Update any custom templates Run Fixup, Compact, and Updall on key system databases

Names.nsf (Domino Directory)

Admin4.nsf (Admin Requests)

Delete (or move) server-generated databases

Mail.box files

Log.nsf

Busytime.nsf

Re-enable user access Start the server


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Databases Recreated or Updated

Examples:

Log.nsf

Mail.box(es) (Router mail boxes)

Busytime.nsf

Admin4.nsf

Names.nsf (optional)

Most other databases are not changed (e.g. mail files, Team

Rooms, applications)

Note: System databases that replicate can be preloaded on the

server.


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On-Disk Structure (ODS)

Version-specific:

20 = R4.6

41 = R5

43 = Notes/Domino 6/7

Updated via Compact task Is not the same as design (e.g., does not replicate, but design does) Controls some database properties (e.g., Single Copy Template

requires ODS 43, but quotas, full-text indexing, Huffman attachment

compression do not) Updating can be time-consuming, requires planning


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Domino Directory Services Primary Domino Directory

Upgrade with or before first server

Validate or remove any local customizations

Secondary directories

External sources

Directory synchronization


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Upgrading the Mail Template

Best not to mix versions across cluster members Methods:

Seamless Mail Upgrade – Triggered by Notes client upgrade

Manually replace design

Run “load convert” server task

Increased size: 12.7 MB (Domino 6) vs. 15.2 MB (Domino 7) Different considerations for exclusive Domino Web Access (or other non-Notes)

users


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Domino Domain Monitoring

Ability to see and resolve prioritized events across servers in one UI

location

A collection hierarchy must be defined if you want to see the

organization-wide view of events. Otherwise, it will just be a server-by-

server view.

New probe capability DDM.nsf database potentially on every Domino 7 server Data collection hierarchy Older functionality of Monitoring Configuration (events4.nsf) still

available


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Domino/DB2 Integration

Leverage DB2 for common storage of data, including IBM Lotus

Domino and IBM Lotus Workplace applications. DB2 provides robust data management capabilities and advanced

data integrity. Designers can build applications that blend Domino collaborative

services and relational data using Standard Query Language (SQL).

DB2 Access Views - expose Lotus Domino data to other DB2 apps

DB2 Query Views - SQL based queries as views accessed via

Notes 7 client


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DB2 Considerations

Optional, can be enabled at a later time Not a replacement for NSF

Choose specific applications to DB2 enable Need a special key file before the feature is enable

Can be downloaded from public beta site

Need DB2 8.2.2 Enterprise Edition Evaluation copy available

Use “compact –p” to convert from .nsf to DB2 Planning required to determine proper infrastructure Do Not put system databases in DB2

Log.nsf (should never be in DB2)

NAB

DDM (testing in progress)

IBM Software Group

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Interoperability and Coexistence


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Client/Server/Template Interoperability

OKNot supportedNew/New

OKOKNew/Old

Partial functionalityNot supportedOld/New

OKOKOld/Old

On New ServerOn Old ServerClient/Template


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Interoperability Considerations

A hallmark of Notes and Domino Most system database templates are backward compatible Design replication can be restricted if desired Beware of using OS copy for incompatible ODS versions Calendar issues Administrator client issues Unread marks More extensive list available in Admin Help


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Client/Application Areas of Risk

Usually newer Notes clients work fine with older applications. Areas of risk include:

Custom changes to standard templates

Cloning standard template code

Using undocumented features

Using workarounds (may no longer be needed)


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Companion Product Dependencies (IBM and Third-Party)

Collaboration companion products Mail management and gateways Administration tools Mobile client support Backup/restore Anti-virus Developer support Infrastructure enhancement Custom applications

IBM Software Group

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Conclusions


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Summary

The value of upgrading to Notes/Domino 7 Notes 7 client upgrade considerations Domino 7 server upgrade considerations Interoperability and coexistence issues between Domino 7 and

earlier releases


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Where to Get More Information

Domino Administration Help developerWorks at www.ibm.com/developerworks/lotus Redbooks at www.ibm.com/redbooks, especially:

Upgrading to Notes and Domino 6 SG24-6889

http://publib-b.boulder.ibm.com/redbooks.nsf/RedbookAbstracts/sg246889.html?Open

The Domino 7 STEW Available on PartnerWorld (see next slide…)


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The Domino 7 STEW externally on PW

New Early Enablement

site for Partners from

PartnerWorld available

from: https://www.developer.ibm.com/part

nerworld/mem/support/


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The Domino 7 Upgrade Guide coming in November:

http://www-10.lotus.com/ldd/notesua.nsf/6C87A7297AC2AA718525698100519109/1A9C0035042E3E9D852569930062F063?OpenDocument


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For more information…

Thank You!

IBM Software Group ® Upgrading to Domino 7 and Coexistence with ...

Documents

domino data domino access

key domino

domino designer

mail smart upgrade notes

server upgrade considerations

client upgrade considerations

server failover

smart upgrade example