Filed Under (Lotus Notes Upgrade) by Marc Champoux on June-8-2010

Dear Readers …
  

Welcome to the 3rd edition of The New Domino Admin presentation on how to get Smart Upgrade working for you. You may (or may not), have read the 1st version, the 2nd version or even the “how-to-smart-upgrade” guide for the Fix Pack 1 and, if you did read them, thank you for stopping by and reading those long, lengthy, tedious posts.
  

If there’s one thing has never ceased to amaze me about those blog posts, its the number of comments and questions that are added to each post. I humbly thank you again for your nice comments, your questions and I ask you to forgive me if I don’t respond back fast enough. After all, I still need to do my day job. Keep in mind that there are a bunch of people at Lotus Support that are [hopefully very well] paid to answer questions day-in, day-out and that they’d love to hear from you if you have any questions related to Smart Upgrade.
  

So, let’s get this show on the road? What’s new in Version 3 of this presentation you may ask? Simply put: in the now 207 pages long presentation, you will find instructions on how to bundle the R8.5.1 client AND the Fix Pack 3 so that both installations are done one-after-the-other during the upgrade process in one shot instead of upgrading to R851, starting Notes once and then Smart Upgrading to Fix Pack 3.
  

How it’s Done
  

You might have read about how do “daisy-chain” Fix Packs on the blog post mentioned above or even on this nice post by Mr. Serdar Basegmez (thank you for the nice comment btw Mr. Basegmez).
  

However, some people asked me “Is there a way to bundle the R8.5.1 AND the Fix Pack 1 (or 2 or 3) into 1 incredibly large package?”. At first I tried many many things and I couldn’t get it done. However, thanks for a small comment by Mr. John Pagliani of Lotus on my blog where he said he could help me out, I figured that what I was trying wasn’t impossible. And because of his comment (thank you!), I figured the solution to my problem shortly after.
  

The trick is … to use a batch file. But real trick is to have the batch file create an environment variable of the path where the SURunAs files are extracted and simply refer to that variable later when calling the setup.exe for the R8.5.1 installer and then right after when calling the setup for the Fix Pack installer.
  

So, the presentation has been updated to include new sections in which we download and prepare the Fix Pack 3 for packaging and also a new section in which we create the batch file that will do the work for us.
  

So, What Does This Presentation Cover?
  

Basically, this 207 pages presentation improves on the previous versions and covers the following:
  

  • Part 1 – Creating the Smart Upgrade Kits and Smart Upgrade Tracking database.
     
  • Part 2 – Setting up your computer to create and tune the kit.
     
  • Part 3 – Creating the “Kit” and Tuning it with the Install Shield Tuner.
     
  • Part 4 – Adding the Fix Pack to the kit.
     
  • Part 5 – Creating the Batch File that will do the setup.
     
  • Part 6 – Using SURunAsWizard to create a single-file executable.
     
  • Part 7 – Uploading the package and updating the policies.
     
  • Part 8 – A deployment example.
     
  • Part 9 – Fixing the Mail Template to prevent the error during Seamless Mail Upgrade.
     

One Last Thing … Once again: a few “Thank You”!
  

Always thank those that help you …
  

And if you’ve checked the previous versions of the presentation, you’ll see that I say “thanks” to Andy Donaldson, Michael Willard, Andrew Lapidas, Andy Liew, Jean-Paul Mehanna, John St. Germain, Tony Trout and John Pagliani for their help. Their combined blog posts,  answers to my support tickets, and suggestions are the reason why this presentation exist.
  

So, thanks again to all those who helped me make this happen!
  

Without Further Due … Here’s the 3rd Version of the Presentation
  

Well, simply click on the file below to download it to your computer … and enjoy. Hopefully it will help you and your company deploy Lotus Notes R8.5.1 Fix Pack 3 more quickly and more efficiently).
  

 
 

 
  

  
Click on the icon above to download the presentation.
  

I hope you enjoy it.
  

What’s Coming Next?
  

In the months to come, I hope to have a bit of spare time to create the 4th version of the presentation in which I intend to cover the following:
  

  • Setting Up the Widget Catalog and deploying 1 widget via policy after the upgrade. (not really required but nice to get it over with).
      
  • Setting up the Update Site and pushing 1 Sidebar Plug-In to R8.5.1 clients via policy after the upgrade.
      

That’s It, That’s All Folks!
   

Once again, thanks for reading … I hope this helps someone, somewhere …
  

Marc



Comments
Albert Buendia on June 8th, 2010 at 8:17 am #

Awesome presentation !! Thanks for sharing.

Oliver Regelmann on June 8th, 2010 at 8:40 am #

There’s a little error in page 137. The screenshot shows doupgrade.bat but the text says to select setup.exe as the file to launch.

Anyway, what a great tutorial. Thanks.

Keith Taylor on June 8th, 2010 at 10:10 am #

Great job! Very timely but, thanks to your prior efforts, most of my clients are already at 8.5.1. Now my concern is how to install just the FP. Maybe I can glean this from your presentation update.

Keith Taylor on June 8th, 2010 at 10:12 am #

Just found your post here ->http://www.thenewdominoadmin.com/blog/?p=713

Much appreciated.

Alex on June 8th, 2010 at 10:20 am #

one thing I have discovered with 8.5.1 is that when you are building a package with susetrunas. You will need at least enough ram to hold the unexpanded full package in memory while the build runs. otherwise the package will fail with an error.

Marc Champoux on June 8th, 2010 at 10:35 am #

Hi Oliver, thanks for the nice comment … I will re-upload the presentation a modified slide. Thanks for telling me/us about it.

Marc Champoux on June 8th, 2010 at 10:36 am #

Cool … I hope it helps!

Marc Champoux on June 8th, 2010 at 10:37 am #

Hi Alex,

The temporary machine that I use to build my packages has 2 gigs of rams which appear to have been enough for me so far … but thanks for sharing this tip! That might help a few people out :-)

Marc

Guruprasad Dangre on June 8th, 2010 at 11:45 am #

Thanks a lot! Very nice presentation. It will help us a lot. Just few doubts. How can I do the same process for Lotus Notes Basic client? The Fix pack for Basic client is a single .exe file. I am checking how this can be pushed to version 8.5.1 clients. As this is a hotfix, need to check whether silent install can be possible here.

Thanks again for all your help!

Marc Champoux on June 8th, 2010 at 12:51 pm #

Hi Guruprasad,

I have never tried to do the Smart Upgrade of the R8.5.1 basic client. However, you are right: the Fix Pack for the “Basic” client is just 1 file. But, you can try using a silent install of it. Go to a command prompt, go to the directory where the Fix Pack 3 is and then type “lotus_notes851fp3_basic_win.exe -?”. That will bring up a messagebox with the options that you can pass to the “basic” fix pack for a silent install. It looks like “-NOUI” will do the trick for you.

I hope this helps …

Marc

Mark G on June 8th, 2010 at 2:29 pm #

Thanks for all the work and sharing it. Big,Big help.

Steve D on June 9th, 2010 at 2:20 pm #

Hi Marc,

All your presentations are so good and the timing is perfect for this one. Yesterday I was testing the upgrade from 7.0.2 to 8.5 and today I found out how to go straight to 8.5.1 FP3.

Keep doing this… I like it!

By the way, to have Symphony Installed, I need to add SELECT_EDITORS=1 to the setup arguments. Without it, Symphony is missing. SO I got: %R85FILESPATH%setup.exe /s /v”ALLUSERS=1 TRANSFORMS=%R85FILESPATH%LotusNotes851.mst SELECT_EDITORS=1 /qb+!”

You doesn’t need it?

Also, did you try your Package on a French OS… Look like we can’t Install The Notes English Package on a French Win XP and vice versa because we have removed some shortcut.

I got the error:
Error 2254.Database: Transform: Cannot update row that does not exist. Table: Shortcut.

http://www-10.lotus.com/ldd/nd85forum.nsf/ShowMyTopicsAllFlatweb/015c526806b2e6728525773b00686eeb?OpenDocument

Chandrasekhar Chinni on June 10th, 2010 at 2:10 am #

Hi Marc,

Have got to see the blog after trying multiple options and the presentation helped to create package and worked well.

Only one thing, couldn’t understand why does it ask me to punch in server name and user name, and also I have to choose ID file … This is something bugging.. as users might not be remembering the server names well.

Your suggestions to debug a bit more on this area will certainly become upgrades smooth.

We plan to upgrade from 7.0.3 to 8.5.1

Thanks
Chinni

Nirmal on June 10th, 2010 at 7:28 am #

Hi Marc,

Thank you for very good presentation.
When I tried to use following commands in batch file, it ended in some error.

SET R85FILESPATH=%~dp0
%R85FILESPATH%setup.exe /s /v”ALLUSERS=1 TRANSFORMS=%R85FILESPATH%LotusNotes851.mst /qb+!”
%R85FILESPATH%FixPack3\setup.exe /S /v”/qb+”.

System was tring to execute frollowing command:

C:\Documents and Settings\username\Local Settings\Temp\SURunas3356\Smartupgrade LN
851 package V4>C:\Documents and Settings\admnit\Local Settings\Temp\SURunas3356\
Smartupgrade LN851 package V4\setup.exe /s /v”ALLUSERS=1 TRANSFORMS=C:\Documents
and Settings\admnit\Local Settings\Temp\SURunas3356\Smartupgrade LN851 package
V4\LotusNotes8.5.1.mst /qb+!”
‘C:\Documents’ is not recognized as an internal or external command,
operable program or batch file.

I tired with follwoing commands which worked prefectly.

SET R85FILESPATH=%~dp0
cd %R85FILESPATH%
setup.exe /s /v”ALLUSERS=1 TRANSFORMS=LotusNotes8.5.1.mst /qb+!”
.\FixPack3\setup.exe /S /v”/qb+”

Thanks and Regards,
Nirmal

Steve D on June 10th, 2010 at 7:44 am #

Hi Nirmal,

This is just because you used space in your folder name: “Smartupgrade LN851 package V4″

Avoid space in batch script, because then you must add “” to enclose them and it is not always easy to do when your command already contains ” . you must used escape characters.

Nirmal on June 10th, 2010 at 8:13 am #

Hi Steve,

Thank you for your input. Let me try without space.
But I have doubt. if you see here, there is space in “Document and Settings” , “Local Settings”. What to do for these folders?

Marc Champoux on June 10th, 2010 at 11:18 am #

Hi Nirmal,

Yep, Steve is 100% right … you’ll need to add quotes around certain parts.

SET R85FILESPATH=%~dp0
“%R85FILESPATH%setup.exe” /s /v”ALLUSERS=1 TRANSFORMS=”%R85FILESPATH%LotusNotes851.mst” /qb+!”
“%R85FILESPATH%FixPack3\setup.exe” /S /v”/qb+”.

I hope this helps ..

Marc

Steve D on June 10th, 2010 at 1:44 pm #

Hi Chandrasekhar,

I would say that your user are actually installed in single user mode like:
Prog Dir: c:\notes
Data Dir: c:\notes\data

and then you perform an upgrade to 8.5.1, but in Multi-User mode, so you keep the ProgDir to c:\Notes, but a new Data Folder is created under your Windows Profile Name Folder. Since all the file there are new and the Notes.INI is not configured you must perform the initial user Installation again.

So Double check your MST and be sure you do an upgrade using the same installation mode your user already use. In his presentation, Marc did use the Single User Mode.

Hope this help.

Keith Taylor on July 2nd, 2010 at 10:21 am #

Is it possible to make a kit ONLY available by choosing Tools->Smart Upgrade? I want to make a fix pack voluntary for users who are experiencing issues but not present it automatically to all users who are already weary from the smart upgrade to R8.5.1.

Andrew Lapidas on July 12th, 2010 at 9:53 pm #

Hey Marc,

Feel free to join an Open Mic on customizing the Notes install kit (not that you need the help :) )

“IBM is hosting an Open Mic conference call with Lotus Development and Support Engineering to discuss “Customizing the Notes Install Kit”.

The Open Mic call will be held on Wednesday, July 21. The call will take place at 10:00 AM US Eastern Time and will last for 1 hour. Please dial into the call 5 minutes before the scheduled start. This conference call is designed to be an open question & answer format, so bring your questions. Please refer to the Open Mic technote #1433037 for more details”

Marc Champoux on July 13th, 2010 at 1:31 pm #

Hi Andrew,

Thanks for the invite, I just got the email about the call … but yes, I’ll dial-in to listen in. I don’t have any questions for now but you never know. I actually have “enhancement requests” … not questions :-)

Thanks for your comment, it’s very appreciated!

Now … I just need to find the time to create version 4 of the presentation with instructions to add the widget catalog and update site.

Thanks again!

Marc

[...] we’ve done so far [shameless plug time: yes, I'm using the instructions from my own blog post here to upgrade the employees using Smart Upgrade]. [...]

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