Understanding Lotus Notes Smart Upgrade

An IBM Redpaper publication

Published 21 June 2006

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IBM Form #: REDP-4180-00

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Authors: Philip Monson, Julie Castle, Robert Harrison, Arnaz Rustomji


Smart Upgrade was introduced in Lotus Notes and Domino 6 to provide a way for organizations to simplify and automate the process of upgrading Lotus Notes clients. Smart Upgrade helps organizations save time and money while also providing the opportunity to quickly adopt newer client versions, enabling them to sooner benefit from the new features of each Lotus Notes release.

Since its introduction, Smart Upgrade has been widely adopted by the Lotus Notes and Domino community as the preferred method of upgrading Notes clients. Consequently, Smart Upgrade has been used successfully in a wide variety of customer configurations and implementation scenarios.

This IBM Redpaper describes the features and benefits of Smart Upgrade in Lotus Notes and Domino 7. It explains the planning and implementation tasks that are required to optimize your Smart Upgrade deployment, the integration of Smart Upgrade with clustering for failover, Policies for management, and the new Smart Upgrade Governor to limit concurrent upgrades. Smart Upgrade packages and kits are explained, and the troubleshooting section helps administrators solve configuration issues.

Utilizing Smart Upgrade will relieve administrators and support staff of the need to visit each desktop, reduce dependency on third-party tools, and reduce the total costs of upgrading. This Redpaper provides the knowledge needed for organizations to achieve these goals.

See related Redpaper "Lotus Notes and Domino 7 Enterprise Upgrade Best Practices", REDP-4120

Table of contents

Chapter 1. Introduction to Smart Upgrade
Chapter 2. Planning to upgrade the Notes clients
Chapter 3. Creating the Smart Upgrade database
Chapter 4. The Smart Upgrade kit document
Chapter 5. Advanced configuration
Chapter 6. Notes client interaction
Appendix A. Understanding Smart Upgrade kits
Appendix B. Troubleshooting basics
Appendix C. Sneak preview: Smart Upgrade "Run As Admin" utility

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