Creating and using a policy document for Notes® Smart Upgrade

You can optionally use a desktop policy settings document to enable Notes® Smart Upgrade to function automatically, to deploy different releases of the Notes® client to different groups of users, to upgrade Notes® clients through several updates at one time, to automatically create and use a Smart Upgrade Tracking Reports application, and to control when updates occur in order to preserve server performance.

About this task

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.
Note: In this scenario, the Smart Upgrade timer on the Notes® client is incremented by one day.

Procedure

  1. On the People and Groups tab of the Domino® Directory, open the Policies view.
  2. 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.
  3. 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:
    • On the Basics tab, enter the policy name, then choose either Explicit or Organizational as the policy type.
    • Provide a description for the policy.
  4. In the Desktop field, select the desktop policy settings document to associate with the policy you are creating or modifying.
  5. Click Save and Close.
  6. 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.