For more information about policies, see the topic Policies.
To use Lotus Notes Smart Upgrade, follow this procedure:
1. Create a database using the Smart Upgrade Kits template to host Notes client update kits.
2. Update the Configurations Settings document in the Domino Directory with a link to the Lotus Notes Smart Upgrade database.
3. Download an update kit, also known as an incremental installer, from the Lotus Developer Domain Web site (http://www.lotus.com/ldd/smartupgrade).
4. Create a Kit document in the Lotus Notes Smart Upgrade database and attach the kit to it.
5. Create or modify a desktop policy settings document where you specify the updated release to deploy and the date on which the grace period for updating a Notes client ends.
6. Create or modify a master policy to assign users or groups to the desktop policy settings document.
7. Depending on the master policy created, edit Person documents to assign users to the master policy and/or set the Lotus Notes Smart Upgrade desktop policy settings document for one or more groups.
When users log into their Domino 6 home server, Lotus Notes Smart Upgrade does the following:
8. Compares the release number of the user's Notes client to the release number specified in the Source version field of the Kit document in the Lotus Notes Smart Upgrade database.
9. Compares the update kit release number specified in the Deploy version field of the desktop policy settings document to the release number specified in the Destination version field of the Kit document.
10. Specifying the upgrade kit release number in the Deploy version field of the desktop policy settings document is optional. If the Deploy version field is blank, but an update kit is available in the Lotus Notes Smart Upgrade database, Lotus Notes Smart Upgrade skips Step 2 and uses the release number of the update kit to continue the upgrade process.
11. If the Notes client release number matches the release number in the Source version field and the update kit release number matches the release number in the "Destination version" field, Lotus Notes Smart Upgrade checks whether or not the user is specified or is a member of a group which is allowed to upgrade.
12. If users are specified or are members of a specified group, then Lotus Notes Smart Upgrade prompts the users to upgrade their Notes client. Users can choose to update their clients when prompted or to delay the upgrade for the specified grace period.
13. If at the end of the grace period, the Notes clients have not been updated, Lotus Notes Smart Upgrade presents users with an "Update Now" button that forces them to update their Notes client.
See also