presentation by Francie Tanner & Christoph Adler

1. 15 minutes Upgrades and Other Things
to do Over a Coffee Break
Francie Tanner
Christoph Adler

2. 2
Who We Are
Francie Tanner, Technical Director, Americas
 Over 14 years experience in IBM Lotus consulting
 Managing, architecting, and supporting
10 – 100'000+ user environments
 Experienced Lotus instructor and speaker
 Is from Switzerland, got cold, now lives in the Caribbean
• Christoph Adler, Technical Account Manager – panagenda
• I love IBM (Lotus) Notes / Domino since 2001
• Consulting for administration, migration, consolidation, client
and application management projects
• Specializes in Infrastructure Analysis and Optimization
• Lives in Germany, hence the funny accent

3. 3
Agenda
Other Things to do Over a Coffee Break
IBM Notes Client Upgrade in light speed
15 minutes Upgrades and Other Things to do Over a Coffee Break

4. 4
Other Things to do Over a Coffee Break
Check Twitter, Facebook, Snapchat, Pinterest, LinkedIn, Skype, Gmail

5. 5
Other Things to do Over a Coffee Break
Inventory your Duct
Tape Collection

6. 6
Other Things to do Over a Coffee Break
Practice the Art of Kung-Fu

7. 7
Other Things to do Over a Coffee Break
Order new clothes.
Or check Twitter and then
Make new clothes.

8. 8
Other Things to do Over a Coffee Break
Actually have coffee

9. 9
Other Things to do Over a Coffee Break
Actually have coffee

10. 10
Agenda
Other Things to do Over a Coffee Break
IBM Notes Client Upgrade in light speed
15 minutes Upgrades and Other Things to do Over a Coffee Break

11. 11
What Notes Clients Actually Look Like – Before an Upgrade
Let's start at the beginning of (Notes) time
 (don't worry, if you just got started with Notes 8.5 then this session should still be of value ;-))
 Version 4, 5, ...
 C:LotusNotesData install
 Single user client, no Eclipse
Add to that one or two upgrades
 Template and ODS updates (or not)
 Changes to data and program directories -> C:Program FilesIBM
Add to that (at least) one machine change
 Hopefully proper moving of files
Add to that server moves/consolidations
 Outdated workspace icons, bookmarks
 Outdated replicator page entries and orphaned local replicas

12. 12
What Notes Clients Actually Look Like – Before an Upgrade
• Deployment of local replicas and/or archives
• Pretty much anywhere users like to put them
• Server name or mail domain name changes
Leaving outdated icons/bookmarks/replicas behind
• ID re-certifications and/or name changes
That may or may not have propagated properly via AdminP
• Location name changes (e.g. think “Office (Network)” vs.. “Online”)
Again, whatever users feel like doing
• Connection documents
With low priority of hard-coded IP addresses
• An ECL granting everyone every possible access
• Duplicating toolbar entries, in English and Spanish
• Old Notes 4, 5, 6, ... templates
....And you already have one messy client going on

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1
• > 20,000 files (Notes 6/7 used to have ~550) = +3,700%
– 17,000 files in Notes Programframework in 1,800 subdirectories
• 7,500 (largely undocumented) .properties files
• 1,500 jar files
• 1,200 HTML files
– 3,000 files in Notes Dataworkspace in 2,400 subdirectories, out of which 1,850 are empty
• 900 (largely undocumented) XML files
• 100+ (largely undocumented) .properties files
• Which is:
– 20,000 files in 4,600 subdirectories, 8,500+ largely undocumented files
– Many (many many) subdirectories are plain empty, especially in Dataworkspace
– ... and around 100 NSFs/NTFs (=0.5 %)
– ... and the good old notes.ini file ...
13
| © 2012 IBM Corporation
What Notes Clients Actually Look Like – Notes 9

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1
• Add over 80 preference/dialog boxes
– Each dialog has ~15 settings at average
• For a total of 1,200+ settings sprayed across
– address book (very few),
– notes.ini (few),
– and XML files (lots)
• Plus any plugins, widgets,
add-ons, etc. “you“ or the user
may have added to the Notes
client install
14
| © 2012 IBM Corporation
What Notes Clients Actually Look Like – Notes 9

15. 15
Client Upgrades the traditional way
• Impossible or at least very difficult to know what’s out there
• Single vs multi-user, basic vs standard, user vs admin or designer client, eclipse configuration,
Sametime or Connections configuration, disk space available,
• Planning an upgrade without an inventory or understanding deviations from the norm is costly
• A large % of end users are standard-ish, the small percentage that isn’t will cause 90% of the
problems/support cost/noise
• Requires a software deployment product or (a lot of patience and) SmartUpgrade
• Depends on an existing, working standardized install
• Or else the upgrade breaks

16. 16
Client Upgrades the traditional way
Policies depend on an already functioning/setup client
 This is typically only around 70% of users actually receiving policies
 Your $Policies view, Admin server for your mail file and other factors matter here
They don’t provide you with an inventory before making changes
 Client Management “in the dark” is never a good thing
They don’t easily adapt to your users’ unique situation
 LAN vs. VPN, Citrix users, functions outside the data directory
Most settings cannot be UNset once set
 Think about it...
They cannot typically repeat actions
 If the user “messes with” something it’s usually broken until they call for help
They arent predictable
 Can happen after startup.... or not...

17. 17
Client Upgrades the panagenda Way
• Works regardless of standardization, client type, version, existing problem
• 20% of your users cause 80% of time/cost of any project due to existing issues
• Deploys the installation packages via throttled downloads
• Runs invisibly in the background, conserves bandwidth
• From any Notes version to any version, with just one set of configuration
• 100% automated and transparent, no user interaction required
• Just one “Do you want to upgrade now” prompt
• In light speed (something between 5 and 15minutes)  Hardware

18. 18
MarvelClient – Architecture
Clients download new and changed
actions at every client start from server
incrementally and execute them
seamlessly
Actions also run offline
Client save results and configuration
details back to server
incrementally, too (object-wise)
As desktop icons, bookmarks, etc. do
not change for 90% of all users -> traffic is
saved accordingly
~25KB / user
for entire desktop & bookmarks(!),
notes.ini, ECL and more
Config
Server
1 Single
DLL
Analyze
Client
Single .dll / .so / .dylib
At least 2 Notes.ini entries

19. 19
MarvelClient – Modules
Module Function Benefit
Analyze Gaining Insight into your Lotus Notes IT infrastructure
Increased helpdesk productivity
Improved project planning basis
Migrate Mass Changes – up to 10.000 changes per second 50-70% shorter project duration
Manage Persistence – ongoing savings Up to 80% fewer helpdesk calls
Realtime
Intelligent server connection for travelling users and
problem prevention
Increase productivity and satisfaction;
especially in upper management
Roaming Full client roaming with 90% less data requirement
80-90% smaller client profiles
80-90% less network & server load
Upgrade Generic Lotus Notes upgrades incl. Distribution
100% reliable upgrades
Minimal network load during
distribution
Eclipse Analysis, Configuration and Management of Eclipse
settings + Plugin and Widget deployment/removal
Notes 8.x/9.x Standard incl. Eclipse
under control!
Zip/Unzip Automatic attachment compression
25% smaller mail files
40% less network load
Attachment
Blocking Tailor made filter for outbound attachments
smaller mail files, less network load,
increased data security

20. 20
MarvelClient –Modules (2)
MarvelClient
Analyze
Manage
Roaming
Upgrade
Eclipse
IBM Social Business Enablement Edition

21. 21
IBM Notes Client Upgrade in light speed …
… preparation for the live demo
Current configuration
IBM Lotus Notes 8.5.1 Basic
• Single user installation
• Program directory  C:LotusNotes
• Data directory  C:LotusNotesData
Target configuration
IBM Notes 9 Social Edition
• Multi user installation
• Program directory  C:Program Files(x86)IBMNotes
• Data directory  C:Users<OS Username>AppDataLocalIBMNotesData
• + IBM Connections Plug-in
• + Eclipse configuration (default + Sametime + Connections)
• […]

22. 22
Live

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Again …
… because we hadn’t enough time to explain while upgrading in light speed 
- Deploys installation packages while conserving bandwidth
- Creates a Backup set of the Data Directory (2-4MB)
- The whole process is running with administrative rights
- compiled and encrypted AutoIt Script
- Uninstalls old version
- Cleans up after itself
- Moves data directory to the new location %LocalAppData%
- Installs IBM Notes 9 SE
- Installs IBM Connections plug-in
- After Starting the new version, MarvelClient sets pre defined
- Eclipse settings (General, Sametime, Connections, etc.)
- Cleans up the installation files on the harddisk

24. 24
Things to do Over a Coffee Break – Upgrade Notes WHILE having coffee

25. 25
Q & A

26. 26
Thank you

27. 27
Christoph Adler
Technical Account Manager
panagenda GmbH – Solutions for Infrastructure Analysis & Optimization
● Lahnstraße 17 ● 64646 Heppenheim (Germany)
● Cell: +49 172 494 4141
● Phone: +49 6252 305 2841 ● Fax: +49 6252 305 2842
● E-Mail: christoph.adler@panagenda.com
Francie Tanner
Director, Americas
panagenda GmbH – Solutions for Infrastructure Analysis & Optimization
● 60 State Street ● Boston, MA 02109, USA
● Cell: +1 850 226 9393
● Phone: +1 850 417 8393 ● Fax: +1 415 449 5940
● E-Mail: francie.tanner@panagenda.com
Contact us