NI: Notes Integration Upgrade Process (4331876)

NOTE: Prior to starting the Notes Integration Upgrade Process please ensure you have completed the following:

     Download the Documentation and Software from https://support.quest.com/download-product-select
     Ensure you have the appropriate license key (contact sales@quest.com or your sales account manager)
     Verify all Pre-requisites have been met as noted in the Requirements Guide

Notes Integration Upgrade Steps:

1. Log in to the Windows server that the Notes Integration (NI) server is installed on using a Windows Administration account.
2. Shut down the NI server.
3. Locate the notes.ini file for the NI server (in the Domino server install path - eg C:\Program Files (x86)\IBM\Lotus\Domino) and make a copy of the file to back it up (eg copy to C:\Temp)
4. Locate the BTCal files for the NI server (in the Domino server install path - eg C:\Program Files (x86)\IBM\Lotus\Domino) and make a copy of the files to back them up (eg copy to C:\Temp)
   Files names:
   nBTCal.sym
   nBTCal.exe
   nBTex.dll
   nBTex.sym
5. Open the notes.ini for the Domino server and paste in the License key provided and save and close that.
6. Install the new version of BTCal from the download link - double click on the Notes Integration BTCal 19.07.exe file on the Domino Coexistence server.
7. The installer will open.
   1. Accept the license agreement then click Next
   2. Verify the location of the notes.ini file (this should not have changed) and click Next
   3. Verify the Domino server installation location (this should not have changed) and click Next
   4. Select to Install
   5. Do not modify the notes.ini as again this should not have changed and click next
   6. Accept the notification that no changes were made and Finish the installer.
8. Start the Domino Coexistence server (or restart the Windows server if you prefer).
9. Verify the BTCal version using Tell BTCal Show on the Domino Coexistence server console - this should now be 19.07
10. Verify that email is routing from Notes to Exchange/Office 365 and from Exchange/Office 365 to Notes.

Once you have restarted NI, it is necessary to upgrade the design of NI-specific databases.

See “Section 10: Create and Configure Domino Databases” of the Notes Integration BTCal Users Guide for detailed information regarding the various database templates utilized by Notes Integration to fulfill its functionality.  The templates correspond to various features of Notes Integration that may or may not be configured for your site. 

We recommend that you locate all the templates listed in the document in the Domino server’s \Data directory and sign them either with the server’s ID or your company’s preferred ECL signing ID.  Best practice is to sign all the templates in the event you decide to enable additional Notes Integration functions as a result of your upgrade.

As the design of some of the templates have changed in order to support added functionality and to resolve product issues within Notes Integration, we recommend that you replace the design of any of the following databases that exist in your environment with the appropriate templates:

• BTCache.nsf
• BTSotre.nsf
• BTGRIPLOCAL.nsf
• BTGRIPREMOTE.nsf
• BTWhitelist.nsf
• BTIDVault.nsf
• BTCALSTAT.nsf

All design templates are upward compatible so no existing functionality of these databases will be impacted by the design replace.

Congratulations, you have completed your Notes Integration Upgrade! Should you experience any issues or have any questions regarding the above steps please reach out to sales@quest.com or your sales account manager to discuss a professional services engagement to audit and review your upgrade process and issues.