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Item: R8 Server Upgrade


Description: This document describes how to upgrade a domino server to R8
Categories: Domino Upgrade
Software: Lotus Notes
Version: 6, 7, 8
OS: 2003

Background:

MyCompany uses a mixed environment of R5-R7 Domino servers and interacts with a few R4
servers.

This procedure is geared toward upgrading an existing server. But, If you use is as a check list for an
initial install, you wont be to far off base.

If you haven't don so, You may want to review the IBM Lotus Notes and Domino 8 Deployment
Guide (sg247506) redbook. And, the release notes for system requirements and bugs.

This document assumes that you are upgrading to 8.5.1 at a minimum.

Procedure:

A Major Change To Manage...

The Room Reservation process had undergone a major overhaul in R7 and while you can jump
directly to R8 you do need to view the technotes to upgrade the Room and Resource Reservation
database after the upgrade.

A note on the effect of the upgrade: Most future appointments or old repeating appointements will
have to be recreated for future changes and consideration.

A New Feature To Consider...

You will want to read this... Domino Attachment and Object Service (DAOS)

here => http://www-01.ibm.com/support/docview.wss?rs=0&uid=swg21411307

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Add-Ons:

Here are some add-ons that I've worked with in different environments...

If you are upgrading from Domino R5, upgrade these products to these versions first...

DUCs 1.2.5 (only if you are on 1.2.3 – apparently this was a patch for a fix on Cisco Unity 7 only.
According to Cisco DUCs 1.2.4 and 1.2.5 with work with Unity 4.0.5, 4.1, 5.0 7,0 and with
Domino R5 - R8)

McAfee Groupshield 7

Rightfax 9

Except for DUCs, If you are upgrading from Domino R5, you will have to upgrade Domino to R6
or R7 then upgrade GroupShield and RightFax.

Version Independant

Help PowerTools & Help - No requirements and no known fatal bugs.

IBS QSI - Unknown...Testing required.

Sherpa Mail Attender - No requirements and no known fatal bugs.

Sequal Num - (no upgrades available) Unknown...Testing required.

Other things to worry about...

Tivoli Backup Manager

NetIq or Longitude (Network and service monitoring)

Blackberry Enterprise Server

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Prep

Isolate the design of Names.nsf and Admin4.nsf from replicating from this server.

In my environment only the spokes, from a hub, initiate replication. So, by managing the
replication settings on the hub, I can isolate the changes from affecting more than one network
segment at a time.

Get Installation Files local to the server.

Domino/fixpacks
Notes
Helper bat files

I created a Source directory on a file share with all the files needed to install according to these
instructions (minus the add-ons and notes client sw). Copy these to target server.

The Helper bat files were created to help standardize the installation process. These bat files
perform local backup and restore of critical files and administrative maintenance needed as a
part of this upgrade process.

Copy custom templates.

pubnames.ntf - minimal
Template Set – preferable

I installed an R8 Domino server, off line, just to create new replicas of the .ntfs that were there.
These were copied in to the custom template set. This procedure is done to help prevent
anyone from attempting to replicate template changes from server to server.

Make a list of applications which need full text indexing.

After the upgrade, the indexing of names can take a while so, make sure to perform the db
maint (minuimum: updall -R) before turning on the server for production use.

Make a full backup of your servers.

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Work

At the time you are doing the upgrade... This will take from 90 - 120 minutes per server. (your time
may be different depending on the time it takes to do maintenance on your system databases)

For the sake of simplicity, we have built a server, where the program and data will be installed on D:.
IBM recommends installing the OS on one drive, the Program on another, the Data on another, and
Transaction Log on another still. For the purposes of this document we will be using the following
directory structures...

Single Server Install directories

Programs: d:\notes
Data: d:\notes\data

On Partitioned servers

Program: d:\notes
Data: d:\notes\dataxxx (where xxx is some partition identifier i.e. m01, a02, un1, …)

I have some servers where the client software is also installed on the server. While this configuration
is not recommended by IBM, I have found it useful in solving some technical problems. During the
installation of the client software the installation will want to install to a single data directory. Even on
partitioned servers, put the data directory in d:\notes\data. If you want to set up a client for each server
you will need to copy the templates from ...\data to each ...\dataxxx directory, and set up the client
launching shortcut to use the appropriate .ini file.

Remember, notes.ini exist in the program directory on single server installations, and in the data
directory on partitioned server installations.

Here we go...

Modify Server Settings in nab


Disable and Delete unused program documents from the NAB.
Disable Replication Connection Documents found with a connection record TO
the target server.
Purge all administration requests
>tell adminp process all
Make your server unavailable for your users
>set conf server_restricted=1
>drop all

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Ensure that all mail has been delivered or routed
>tell router show queues
and, as needed...
>route <server>
Stop the Domino server
>q
Make sure domino still isn't in memory
>nsd -kill
Disable NT Services
Set Domino Services to start manualy.
Modify ini File
Remove unneeded INI settings (a review of the release notes, did not reviel any issues here)
Comment out all ServerTasksAt?_ lines
Add SetupLeaveServerTasks=1

Backup Critical files

The following is performed in the Prep851.bat file (and a little bit more). I also recommend
creating a Rollback851.bat file, to restored all backed up data and programs, just in case.

Delete

cache.ndk
busytime.nsf (or clubusy.nsf on a cluster)
all FT Indexes

Move to \backup folder

desktop.ndk
bookmark.nsf
catalog.nsf
log.nsf
mail*.box

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Copy to \backup folder

*.id
notes.ini
all directories
*.ntf
Any extension manager or specific API that you run on this server

Make Temp

Create directory d:\temp

Modify environment variable TEMP=d:\temp

Modify PATH

If this is a new server add the program directory to the PATH environment variable.

Reboot

Install Software

Start Task Manager and show the performance... as some of these steps take a while and the ui is
silent at times. You may find it helpful to see the performance to know that the server is actually
doing something.

Install Client Code (Optional)


This code is installed for emergency purposes only. DO NOT RUN WHEN THE SERVICE IS
RUNNING. IT WILL CRASH THE SERVER!!!
Start Installer
if you get a security warning
> run

Remove Installation Files


> Unpack the file .. to the specified location... (2nd option)
> Save Files in folder: d:\Temp
> Next

Welcome...
> Next

License Agreement
> I accept...
> Next
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Customer Information
> Next

Installation Path Selection


> Install program files to: d:\notes
> Install data files to: d:\notes\data
> Next

Custom Setup
> Notes Client
> ... Client Help Files
> ... Domino Enterprise Connect Services (DECS)
> ... Spell Checker
> .X. Client Single Login Feature
> .X. Migration Tools
> Domino Designer
> ... Designer Help
> Domino Administrator
> IBM Lotus Symphony
> Lotus Connections
> Composite Application Editor
> Sametime (integrated)
>Next

Ready to Install the Program


> uncheck all options
> Install

<sw installed here>

...Completed
> Finish
if you run into any problems you can go to d:\temp and run setup.exe to re-run the installation.
delete d:\temp
If this is a new installation delete d:\notes\notes.ini
Reboot

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Install Server Code
Start Installer
if you get a security warning
> run

Location to Save Files


> Save Files in folder: d:\Temp
> Next

Welcome...
> Next

License Agreement
> I accept...
> Next

Customer Information
> Next

Installer... (part 1)
Program Files Directory Name: d:\notes

If you are installing this software on a partitioned server, make sure to put a check in the
checkbox Install Domino Partitioned servers
Installer... (part 2) (Single Server)
Data Files Directory Name: d:\notes\data
> Next

Installer... (part 2) (Partioned Server)


Data Files Directory Name: d:\notes\dataxxx
> add (make sure to add all the data directories in this dialog before continuing)
> Next

Choose the Setup Type...


> Domino Enterprise Server
> Next

Lotus Domino will be installed...With the following features...


> Next

<sw installed here>

Please read the summary information below


> Next

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The wizard requires that you restart your computer.
> No
> Finish
if you run into any problems you can go to d:\temp and run setup.exe to re-run the installation.
Copy in custom templates
pubnames.ntf (minimum)
R8 Template Set (preferable)
Reboot
Perform Database Maintenance (1.5 hours)
I created two different bat files one names.bat performed the needed maintenance on
names.nsf. The other, Admin4.bat did the same to Admin4.nsf. These two bat file I would
normally run in two different terminal windows. I also created another bat file, SysDBprep.bat,
which would start the other two bat files in their own terminal window.
NFIXUP d:\notes\data\names.nsf -j -f -l -v
NCOMPACT d:\notes\data\names.nsf -c -F -U -K
NDESIGN -f d:\notes\data\names.nsf
NUPDALL d:\notes\data\names.nsf -R
NFIXUP d:\notes\data\Admin4.nsf -j -F -l
NCOMPACT d:\notes\data\Admin4.nsf -C -F -U -K
NDESIGN -f d:\notes\data\Admin4.nsf -C -F -U -K
NUPDALL d:\notes\data\Admin4.nsf -R
almost done...
Cleanup
from the notes.ini
remove SetupLeaveServerTasks?=1
set conf server_restricted=0
enable ServerTask?= lines in notes.ini
start service

Testing

After the server is up and responding you should test server availability, replication and
message routing.

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Followup

Enable server programs doc

Enable server connections for replication

Fix Room Reservation (if upgrading from R6 or earlier) (R7 upgrade)

Enable NT Services to start automatically

Rebuild FT Indexes for application that need it

Cleanup Part 2 (and some useful tips)

Convert the ODS for all files on the server once server stability has been reached
If you want to create a bat file to help you with this try the following...

Make a file list by going to the mail dir and dir /b > dir.txt. This creates a basic file list.

Edit dir.txt file and do a few global replacements (MS Word is good for this)

Replace '<cr>' with ' -c -F -U -K<cr>ncompact ' (this assumes that ncompact is on the PATH.

Check the results of the replace. Typically there will be an issue with the first and last lines.

Break up and save the text file into several different bat files (mailmaint1.bat, mailmaint2.bat, ...)

Save these bat files in the directory with the notes.ini file.

Open up several cmd windows and launch each bat file in each cmd. (to take advantage of multi-
tasking of the OS) You can also do this witha single bat file using the cmd 'start'.

Problems

None so far...

Services

Look in here for services definitions in the registry:


HKEY_LOCAL_MACHINE\SYSTEM\ControlSet001\Services\

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You're done!

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