UPGRADING TO LOTUS NOTES 7 AND LOTUS DOMINO 7

Creating a master policy document for Lotus Notes Smart Upgrade
You create or modify a master policy document to determine which users and groups will be assigned the Lotus Notes Smart Upgrade desktop policy settings document. There are two types of master policies: 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.

For more information about policies, see the topic Policies.

1. For more information about policies, see the book Administering the Domino System.

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

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

4. If you are creating a master policy, do the following:

5. In the Desktop field, select the Lotus Notes Smart Upgrade policy to associate the master policy with the Lotus Notes Smart Upgrade desktop policy settings document.

6. Click Save and Close.

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

Note A user who is not assigned to the Lotus Notes Smart Upgrade desktop policy settings document may still update the Notes clients. If the user has ACL access to the Lotus Notes Smart Upgrade database, when the user's Notes 6 client authenticates with the home server, the server compares the Notes client release information with the available update kit release information. The server then checks the master policy to see if the user is assigned to the Lotus Notes Smart Upgrade desktop policy settings document. If the user is not assigned to the desktop policy settings document, but has access to the Lotus Notes Smart Upgrade database, then the user is prompted to upgrade the Notes client.

See also