Filed Under (Lotus Notes Upgrade) by Marc Champoux on January-14-2010

Summary
 

Last 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 combination of SmartUpgrade, the Install Shield Tuner, SURunAsWizard and Policies.  The post was quite popular and I thank every one of you who visited my blog and/or who commented.
 

However, one of the problems with the last presentation was that, if you followed the steps religiously, the Lotus Notes R8.5.1 client would not login the employee into Sametime on the 1st startup. In fact, to get it to work automatically, you had to open the sidebar and click on the Login button at least once. Fortunately for me, last month, Tony Trout of Lotus Support sent me 1 more line that should have added into the plugin_customization.ini file to get the notes client.
 

And what line needs to be added? Simply this one: 

com.ibm.collaboration.realtime.login/autologin=true

So, after updating the file, recreating the package and testing it, I can safely say that this line works. So, what did I do next? Well, I updated the presentation for your enjoyment. You will find the download link after the “Thank You’s”.
 

Once again … a few “Thank You”!
 

Just like on my lst blog post, before you get to the download part, I would like to say Thank You (again) to a few people who have made this presentation possible …
 

  • Andy Donaldson and his blog 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 of Lotus support for his help in figuring out how to setup the Sametime Community in the plugin_customization file.
     
  • And most importantly #1, 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).
     
  • And most importantly #2, Tony Trout of Lotus Support, for not giving up on me and my questions in regards to the Sametime Community config in the plugin_customization file and keeping me constantly updated on his research.
       

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 again?
 

Basically, this 161 page presentation still covers the following (only 3 pages were updated):
 

  • 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 Updated 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 on the icon above to download the presentation
 

I hope you enjoy it.
 

Addendum
 

On November 17th 2009, 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 will help someone out there …?
 

PS: I’m leaving for Lotusphere on Saturday so I might not be able to respond to comments for the next week.



Comments
Reid Partlow on January 14th, 2010 at 1:26 pm #

Marc,

Thanks for the post and the sweet pdf. Just wish I’d had it last week. Would have saved me a couple of miss-steps, but I’ll save it in my wiki for next time.

Thanks,

Reid

Lubomir Cerny on January 15th, 2010 at 3:36 am #

BIG thanks !
This saves me a lot of time to prepare install package for our client for migration from R6.5 to R8.5.1

If you agree, I will also make notice and link on my LN czech language blog.

Guillaume on February 1st, 2010 at 11:01 am #

thanks you so much for your GREAT job.

Do you know if is it possible to put 2 target release in the policy field.

For example today, I have users running 8.5.0 – 8.5.0 FP1 and 8.5.1, I would like to Smartupgrade them all to 8.5.1 FP1. they all have the same desktop policy. I tried to put “Release 8.5.1″ and “Release 8.5.1 FP1″ in the deploy version field but it doesn’t work.

thanks

Marc Champoux on February 1st, 2010 at 12:20 pm #

Hi Guillaume,

Thanks for the comments!

I checked and no … it doesn’t appear to be possible. However, if you put the target Release 8.5.1 FP1 and you have two Smart Upgrade package (one for 8.5.1 and the other for the 8.5.1 FP1) and the client is still at 7.0 … it will upgrade the client to 8.5.1 first and then, prompt the user to upgrade to Fix Pack 1.

Speaking about the Smart Upgrade package for Fix Pack 1… that`s my next blog entry that I’m working on.

Thanks again for your comments!

Marc

Guillaume on February 2nd, 2010 at 9:07 am #

thanks for your quick answer Marc
I will try it and let you know (hope before end of week)

Marc Champoux on February 2nd, 2010 at 11:49 am #

Hi Guillaume,

Quick update: I’m putting the finishing touches on the presentation that I will upload to the blog on Thursday on how to create the Smart Upgrade kit for the Fix Pack 1.

Marc

Guillaume on February 4th, 2010 at 4:32 am #

Hi Mark

I could make a try today, and it doesn’t work.
Test client is 8.5.0
Target Release is 8.5.1 FP1 in the policy
there are 2 packages for this user in the SmartUpgrade DB
– Release 8.5 to Release 8.5.1
– Release 8.5.1 to Release 8.5.1 FP1

each time I try , I have an error that there is no matching kit. It seems the SU processus is not able to see there is an intermediate version to go through

I try to change second package (FP1)
from Release 8.5* to 8.5.1 FP1
it run directly this package , but of course doesn’t work because 8.5.1 is not installed

Guillaume on February 4th, 2010 at 4:44 am #

one more thing, it seems another person tried it and chainning doesn’t work with FP1
http://www-10.lotus.com/ldd/nd85forum.nsf/DateAllThreadedWeb/3081ab72d09d82ea852576b800432571?OpenDocument

Marc Champoux on February 4th, 2010 at 2:05 pm #

Hi Guillame (or should I say “Salut Guillaume”?)

Mmmm …. I’m not quite sure what’s happening on your side and why it doesn’t work. I just ran into an issue where a 7.0.1 CCH2 client said that there is no upgrade kit that matched. I opened a ticket with Lotus Support and the answer I got was to create another kit doc *just* for the those employees and specify Release 7.0.1 CCH2 as the source release number. I’m now waiting for the next employee to show up with a CCH2 client in my environment to see what happens.

You can also try, if you want to, to check the reply to James Lutter’s comment that I posted on the blog post for today for the Fix Pack 1 … maybe you also need to clear some notes.ini vars on those clients machines.

At worse … do like I do: open a PMR with Lotus Support … I open about 1 PMR every 2 days for various issues that I run into.

Marc

Cheryl on February 12th, 2010 at 10:44 am #

Marc, I am very happy with the instructions on how to create the SmartUpgrade 8.5.1. kit. I am trying to create one for the basic client. I am at page 100 on using the SURunAsWizard. I cannot find that file anywhere. I am not sure what I did wrong. Any help would be much appreciated. :-)

Marc Champoux on February 13th, 2010 at 5:15 pm #

Hi Cheryl,

Thanks for the nice comments! The SURunAsWizard.exe is located in your Notes program folder (in my particular case, C:\Notes because that’s our standard … but IBM Lotus now likes to put Notes in the C:\Program Files\IBM\Lotus folder). So if you have R8.5.1 installed on another machine, you can simply copy that file from that machine to the one that you are using to build kits and it will work (there’s no weird DLL’s to copy with it to make it all work).

I hope it helps you … and thanks for visiting!

Marc

Richard Forbes on March 5th, 2010 at 9:50 am #

Fantastic instructions.. I just stumbled on this Blog and what a find. I have one question on the smartupgrade. If I do not need to worry about using a admin id because all my users have access to install how do I create a package w/o SURunAsWizard. It requires a user name and password.

Marc Champoux on March 8th, 2010 at 12:43 pm #

Hi Richard,

Thanks for the nice comments: It’s very appreciated!

Well, in your case, off the top of my head, you could try to use Winzip and create a (huge) self-extracting zip file that would launch the setup.exe with the parameters that I documented in the presentation … I think it might work.

Thanks again,

Marc

[...] that I had opened last year, all of which,  allowed me to create the two presentations here and here. And, once again, I received an excellent level of customer service from John St-Germain on this [...]

[...] out there. To begin with, let’s assume that you have used my two previous presentations here and here to get Smart Upgrade up and running in your own environment. Now let’s also assume [...]

Edwin Figueroa on April 2nd, 2010 at 7:15 am #

Great Article. I have one question however. How can we create a self extracting executable without using SURunAsWizard for admin rights. We have no need to use it as our users have those rights to pc’s.

Marc Champoux on April 2nd, 2010 at 1:01 pm #

Hi Edwin,

Thanks for your comments, it’s very appreciated!

In my particular case, I needed to create 1 big package so that could be downloaded by our remote sales force (with a bit of patience of course) and that needed to run with Admin rights (they only have Power User rights). If, in your case, all your users are in the same building and have access to a common network share, could you simply leave your “tuned” installation files on that network share and go into the Smart Upgrade Kits database and create a kit and tell it to execute the setup.exe of the “tuned” package on the network drive and pass the parameters that you would have normally passed to the SURunAsAdmin tool.

However, if you do need to create 1 large file, then I suggest that you use Winzip or 7Zip or whatever is your favorite “zip” utility to create a self extracting file that would run the setup.exe and pass it the parameters. I know that I can do this with Winzip where I work so maybe it’s also an option for you.

Good luck!

Marc

Edwin Figueroa on April 15th, 2010 at 2:42 pm #

I was able to use WinRAR and to create a sfx file however I am now running into an issue with the Single Sign On feature not being installed when 7.0.3 is upgraded. I have rebuilt the package 4 times and made sure to include the option during install.

FYI I’m testing the install on a VMWare windows XP session.

Has anyone run into this? Is there a file in the package I can check to see that it was added correctly when packaging?

Marc Champoux on April 15th, 2010 at 6:29 pm #

Hi Edwin,

On my side, the SSO service does get installed/upgraded … however, it doesn’t kick-in until I have rebooted the machine. But apart from that, I haven’t needed to do anything special re: SSO when I created the package.

Maybe it’s a known bug with the 7.0.3 client vs. Smart Upgrade … I stopped counting how many PMRs I opened and got the answer “oh, yes, we know about this, it’s a known bug… here’s the workaround (when there’s one)”.

Marc

Edwin Figueroa on April 16th, 2010 at 12:26 pm #

This is really strange. I’ve rebuilt the package from scratch ans it still refused to install the SSO feature. Not even the files needed are installed (nslsvice and npnotes.dll). Its as if I never selected the option when running the installation. I tested the package on a non vm machine and the same result. So I don’t think its related to vm. I can manuallly install it using msiexec /i “\\path\to\installfiles\Lotus Notes 8.5.1.msi” ADDLOCAL=ClientSingleLogon /qb+ but can’t get it to be inclused in the package for some reason. :(

[...] 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, [...]

JC Jensen on July 22nd, 2010 at 8:53 am #

So I have followed this document to a T about 5 times now and I am still having issues. First thing is, in your document when building the transforms, you show the path of the Notes install as c:\notes, our’s is c:\program files\lotus\notes. So I changed each path like your documentation says to c:\program files\lotus\notes. I get through the whole process and run the upgrade file to test it and keep getting the same error over and over. “Error applying tranforms. Verify that the specified transform paths are valid”. Do I need to add ” ” around the paths of c:\program files\lotus\notes and c:\program files\lotus\notes\data because of the space between program and files? Anyone PLEASE help. I am so frustrated!

Marc Champoux on July 22nd, 2010 at 10:32 am #

Hi JC,

Yes, I think you will need to add quotes around certain paths of the batch file. I think you’ll just need to add double quotes or single quotes at the beginning and then around the .mst file … try the following:

SET R85FILESPATH=%~dp0
“%R85FILESPATH%setup.exe” /s /v”ALLUSERS=1 TRANSFORMS=”%R85FILESPATH%LotusNotes851Full.mst” /qb+!”
“%R85FILESPATH%FixPack3\setup.exe” /S /v”/qb+”

Regards,

Marc

JC Jensen on July 22nd, 2010 at 1:05 pm #

I was getting that error with your V2 presentation. I am now trying V3, and I don’t thing the quotes need to go in the batch file (no batch file in V2 process). I am talking about in the V2 doc (page 61-64) or V3 doc (page 64-67) the paths of the Notes folder. Ours is c:\program files\lotus\notes and c:\program files\lotus\notes\data, and from what the error says “Error applying tranforms. Verify that the specified transform paths are valid” it looks like something is wrong with the paths. I have tried putting ” ” around the entire path in pages 64-67 in V3 doc, but it tells me I can’t add ” ” in the lines.

JC Jensen on July 22nd, 2010 at 1:24 pm #

Just got a new desktop and ran the V3 of the doc on it and all went well. Must have been some bad stuff on my old desktop. (had numerous installs/uninstalls of different clients on it whcih could have messed things up. Thanks!

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