Filed Under (Lotus Notes Upgrade) by Marc Champoux on November-19-2009

Summary

 

I have been working with Lotus Support for a couple weeks (months actually) on getting Smart Upgrade to work in my company. At first, I was trying with the R8.5 client and we had tons of issues (including the discovery of a regression in the SURunAsWizard.exe in R8.5 which I blogged about here). While working with Lotus Support, R8.5.1 was released so I switched gears and started working toward deploying that new version … and truth be told, it was so much easier to tune R8.5.1 than R8.5.

 

While working with the folks of Lotus Support, I promised one of them that I’d create a step-by-step presentation of every single step it took me to get it to work. So … here it is for your enjoyment.

 

But first … a few “Thank You”!

 

Before you get to the download part, I would like to say Thank you to a few people who have made this presentation possible …

 

  • Andy Donaldson and his blogs posts here and here on how to use the Install Shield Tuner. His blog posts helped me a lot!

 

  • Michael Willard, Andrew Lapidas and Andy Liew of Lotus Support for working with me and discovering the bug in the SURunAsWizard.

 

  • Jean-Paul Mehanna and Tony Trout of Lotus support for their help in figuring out how to setup the Sametime Community in the plugin_customization file.

 

  • And most importantly, John St. Germain of Lotus Support, for all his help and discovering that using “-d” in the SURunAsWizard caused most of the issues I was running into (it’s an undocumented gotcha).

 

As you can see, it was a team effort … so I have good reasons to say “Thank You” to all these folks … but that’s the power of the Notes community … lots of people all working together and sharing information.

 

So … What does the Presentation cover?

 

Basically, this 160 page presentation 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 – Using SURunAsWizard to create a single-file executable.

 

  • Part 5 – Uploading the package and updating the policies.

 

  • Part 6 – A deployment example.

 

And Now … 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 more quickly and more efficiently.

 

Click here to download the presentation

Click here to download the presentation

  

Addendum

 

Last Friday, Mr. Ed Brill posted on his blog a post with links to 2 new wikis that had just been published which contains similar information. I felt kinda ackward because I had been working on this presentation for a while now (John St. Germain can attest to it since I had sent him draft copies of the presentation). However, since I had spent so much time on it, I didn’t want to let it all go to waste and I decided to finish it and post it. Maybe it it will help someone out there …?

 

I hope you enjoy it.

 

PS: I am leaving for vacations on Friday somewhere where my cell phone won’t work and where there’s no internet so I won’t be able to respond to comments for the next 2 weeks.



Comments
Keith Brooks on November 19th, 2009 at 12:10 pm #

Awesome job! Hope this made it to LS10 as i had proposed this as a topic, but i figured an internal IBMer probably will do it.

Keith Taylor on November 19th, 2009 at 12:25 pm #

You are the man! I’ve been trying to make time to invest in getting this working. You have saved me a ton.

Andy Donaldson on November 19th, 2009 at 4:12 pm #

Seriously, this is awesome! Did you put this together for Lotusphere? Fantastic! (And thanks for the shout out ;-) )

Romel Jacinto on November 19th, 2009 at 4:57 pm #

Well done! I wish I had your guide a couple of months ago.

Marc Champoux on November 19th, 2009 at 5:29 pm #

Hi Andy,

No problemo re: “shout out” … you deserve it more than I do and I must give credit where credit is due :-)

Your presentations on the Install Shield Tuner are excellent and helped me out a lot … so “Thanks” again!

Oh and, no, this is not for Lotusphere even if presenting at LS is on my “Bucket List” … but yes … it would make a nice session.

Marc

Marc Champoux on November 19th, 2009 at 11:03 pm #

Hi Romel

Well … a couple months ago I presume you were working to deploy R8.5 … and if you ask me, that particular version was a royal-pain-in-the-lower-back-part to tune and deploy and I had lots of trouble with it so I feel your pain. Anyhow … thanks for the comments!

Marc

[...] Edit: If you check the “Response Transform” checkbox, you will generate a transform file by running the setup. More info here! [...]

Frank Docherty on November 20th, 2009 at 5:21 am #

I’ve recently put together a similar document for my own Smart Upgrade project, (In which Andy D’s InstallSheild Tuner doc helped me out immensely). My own project looks & feels a lot like yours, so I am glad to have my efforts validated by your fatastic documentation.

A truly excellent guide Marc!

Bernd Webster on November 20th, 2009 at 5:30 am #

There exist also another good HowTo:

http://www.lntoolbox.com/en/articles/sntt-customize-client-installation.html

if anybody need a combination from both ;-)

Marc Champoux on November 20th, 2009 at 9:51 am #

Hi Bernd … wow, thanks for that link … dang … I wish I had found that before … oh well. Thanks for the comment!

Mardell Zarzuela on November 24th, 2009 at 1:57 am #

hi, this is more of a question as the email i sent you bounced.

have you, in the course of making surunas work, encountered this error when upgrading via surunas: Please go to the control panel to install and configure system components.

i have customized an installer kit using installshield and packaged it as a self extracting installer (should runs setup.exe after it is extracted). i then packaged it as an surunas kit. when i test both the self-extracting kit and the surunas kit, i get the error above. when i run setup.exe manually, the upgrade goes through fine. i saw this forum and deleted the registry entries mentioned but did not help at all – http://www.pcreview.co.uk/forums/thread-1545005.php.

any thoughts?

much thanks,
mardell

rajesh on December 4th, 2009 at 9:16 pm #

Hi Buddy! Thank you very much for such details presentation… let us rock 851 roll out.

maria on December 10th, 2009 at 4:59 pm #

this is an awesome find! Thank you…

[...] year, on November 19th 2009 to be more precise, I posted an entry on my blog with a nice 160 page presentation on how to deploy Lotus Notes R8.5.1 using a [...]

[...] versions of the Fix Pack 1 can be found here. A few of you have followed my two previous posts here and here on how to create a Smart Upgrade kit for the R8.5.1 client and are now wondering [...]

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