NOTES CLIENT INSTALLATION AND UPGRADE

Creating a policy document for Lotus Notes Smart Upgrade
You create or modify a policy document to determine which users and groups will be assigned the IBM® Lotus® Notes® Smart Upgrade desktop policy settings document. There are two types of policy documents: organizational and explicit. Organizational policies are based on your organizational hierarchy and are assigned automatically to the users within an organization. If you want all users in your organization to upgrade their Notes clients, create an organizational policy. Explicit policies are assigned to specific users and groups. If you want only specific users and groups to upgrade their Notes clients, create an explicit policy.

A user who is not assigned to the Lotus Notes Smart Upgrade desktop policy settings document may still update the Notes client because Smart Upgrade works as described here. When the Notes client Smart Upgrade timer expires, the next time the user's Notes client authenticates with their home server or cluster mate of their home server, the server compares the Notes client release information with the available update kit release information it has cached. If the server finds a match, it signals to the Notes client that a possible match exists.

The Notes Client then directly checks the Smart Upgrade application for an available kit. If a user is assigned a policy where a specific Notes client version is specified, the Notes client only proceeds with Smart Upgrade if a kit exists that will upgrade this particular Notes client to the version specified in the policy document. If no policy document exists and the Notes client finds a matching upgrade kit(s) for their current version of Notes, Smart Upgrade also proceeds.

Note You can limit which kits specific users can see by populating the Allowed Users and Servers field on the Smart Upgrade kit document. A server can signal to a Notes client that a kit is potentially available, but the Notes client may not locate an available kit because the user's name has not been entered in the Allowed Users and Servers field. In this scenario, the Smart Upgrade timer on the Notes client is incremented by one day.

1. For more information about policies, see the "Using Policies" topic.

2. On the People and Groups tab of the IBM® Lotus® Domino® Directory, open the Policies view.

3. If you are creating a policy, click Add Policy. If you are modifying an existing policy, select the policy to modify, and then click Edit Policy.

4. If you are modifying an existing policy, modify as many of the following fields as necessary. If you are creating a policy, do the following:

5. In the Desktop field, select the desktop policy settings document to associate with the policy you are creating or modifying.

6. Click Save and Close.

7. If you created an explicit policy, you can assign the policy to users and groups. If you created an organizational policy, then the process is complete.

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