CollabSphere 2018: How to build your SmartCloud Notes hybrid environment
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1. The document outlines the steps to configure a SmartCloud Notes hybrid environment in 4 levels: setup, enable, prepare, and activate. 2. The setup level involves preparing the environment, servers, and software. The enable level activates the account. The prepare level configures servers using a configuration tool. The activate level fully activates the SmartCloud Notes features. 3. The document also discusses architecture variations for SmartCloud Notes implementations including redundant servers and data centers as well as hosting on-premises servers in the cloud.
CollabSphere 2018: How to build your SmartCloud Notes hybrid environment
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- 2. 2 DIY: How to build your SmartCloud Notes Hybrid environment. Easy as 1-2-3. by David Hablewitz
- 4. 4 There is no “undo”!
- 6. David Hablewitz 6 @davehabz info@divergentnw.com http://davidhablewitz.com Gauley River, WV Divergent Solutions LLC Started as a developer with Lotus Notes R3 Certified IBM SmartCloud Notes Data Transfer Manager Certified Project Management Professional from PMI Divergent Solutions LLC Enjoy finding creative solutions to impossible problems
- 7. 1. Do you have SmartCloud Notes? 2. Planning on it? 3. Considering it? 7 Who are you?
- 8. Agenda I. Environment Preparation II. SmartCloud Configuration game III. Architecture Variations IV. Conclusion V. Questions/Responses 8
- 9. I. Environment Preparation Get your house in order 9
- 10. Verify Software Requirements On Premises Domino Servers - Domino 8.5.1 FP2+ - Domino 8.5.2, 8.5.3 (or later) - Domno 9.0 (any) 10 NOTE: End of Support for 8.x is 30 Sep, 2018 Notes Clients -Notes 8.5.1 FP5 -Notes 8.5 2, 8.5.3 (or later) -Notes 9.0 (or later) I. Environment Preparation
- 11. 1. Configure the ID Vault 2. Create an OU certifier to be used by SCN to create server IDs 3. Create the passthru server ID from the primary certifier or an OU certifier under it 11 Prepare ID files I. Environment Preparation
- 12. 12 Firewall Requirements I. Environment Preparation
- 13. Basic Hybrid Architecture 13 You IBM I. Environment Preparation
- 14. 1. Why Move to the Cloud? 1. Identify or build the mail hub server 2. Identify or build the directory sync server 3. Build the passthru server in its own domain 4. Data mover server (MOM tool or OPT/OTT service) 5. Integration server (FTP, bulk account changes) 14 Server builds I. Environment Preparation
- 15. 1. Why Move to the Cloud?1. Get your house in order 2. Verify software requirements 3. Prepare ID files 4. Configure Firewalls 5. Identify or build the directory sync & Mail hub servers 6. Build the passthru server in its own domain 15 1. Environment Preparation (Summary) I. Environment Preparation
- 16. Agenda I. Environment Preparation II. SmartCloud Configuration game III. Architecture Variations IV. Conclusion V. Questions/Responses 16
- 17. 1. Why Move to the Cloud? 17 II. The SmartCloud Configuration Game Level 1: Setup – 6 Missions Level 2: Enable – 1 Mission Level 3: Prepare – 3 Missions Level 4: Activate – 1 Mission
- 18. 18 Start the game: Login and navigate to the SmartCloud Notes administration https://apps.ap.collabserv.com/ Asia/Pacific https://apps.ce.collabserv.com/ Central Europe https://apps.na.collabserv.com/ North America II. SmartCloud Confguration Game
- 19. Initial Configuration: Hybrid or Service Only 19There is no “undo”! II. SmartCloud Confguration Game
- 20. Level 1: 6 Missions for SmartCloud Notes Setup 20 II. SmartCloud Confguration Game
- 21. Level 1 Mission 1: Define the Directory Sync Server 21 II. SmartCloud Confguration Game
- 22. Level 1 Mission 2: Define the Mail Routing Server 22
- 23. Level 1 Mission 3: Define the Passthru Server 23
- 24. Level 1 Mission 4: Define the Mail Server Base Name 24
- 25. Level 1 Mission 5: Upload the Certifier ID file 25
- 26. Level 1 Mission 6a: Download and Run the Pre-Configuration Test App 26
- 27. L1 Mission 6b. Run the Pre-Configuration Test App (Notes Db) 27
- 28. Pre-Configuration Test App Results 28
- 29. Level 1 Complete! Level 2 Unlocked: Enable the Account (1 Mission) 29 Setup Mastery Recap…
- 30. 30 Level 2 Complete! Level 3 Unlocked: Prepare the Account (3 Missions) Enabler Mastery
- 32. L3 Mission 1a: Download the Domain Configuration Notes App 32 (Same as Level 1 Mission 6a)
- 33. L3 Mission 1b: Domain Configuration Tool Dry Run (Configuration Report) 33
- 34. Review the Domino Configuration Tool Report 34
- 35. L3 Mission 1b: Domain Configuration Tool Dry Run (Configuration Report) 35
- 36. L3 Mission 1c: Domain Configuration Tool Live Run (Configure Servers) 36
- 37. Passthru Activated! Server Connections after running Configuration Tool 37
- 38. L3 Mission 2: Internet Domain Verification 38
- 39. L3 Mission 2: Internet Domain Verification 39
- 40. L3 Mission 2a: Create DNS CNAME for Internet Domain Verification 40
- 41. Create a CNAME with the values provided… 41 … on the External DNS Provider Example screen: Creating a CNAME on Go Daddy
- 43. L3 Mission 2b: Verify Domain 43 Repeat for all domains listed Domain Verified
- 44. Level 3 Complete! Level 4 Unlocked: Activate the Account 44
- 45. Level 4 Complete! Account Activated. All Features Unlocked 45 New menu options Activation Mastery
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- 47. Level 1: Setup – 6 Missions Level 2: Enable – 1 Mission Level 3: Prepare – 3 Missions Level 4: Activate – 1 Mission 47 II. The SmartCloud Configuration Game (summary)
- 48. Agenda I. Environment Preparation II. SmartCloud Configuration game III. Architecture Variations IV. Conclusion V. Questions/Responses 48
- 49. Architecture Variations - Redundant Passthru servers - Redundant Directory Sync servers - Redundant Mail Hub servers - Redundant Data Centers - Hosted “on premises” servers in the cloud 49
- 50. Hosted “on premises” servers 50
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- 55. Architecture Service Variations - Inbound SMTP mail: via SCN or internal server - Outbound SMTP mail: via SCN or internal server - Sametime on internal server or Connections Cloud 55
- 56. Inbound SMTP Mail via SmartCloud Notes Questionnaire for switching inbound SMTP mail gateway to SC Notes (once more than 50% of users are in SmartCloud Notes): 56
- 57. Integration Server Free optional server for FTP and batch processing actions https://www.ibm.com/support/knowledgecenter/en/SSL3JX/admin/IntegrationServer/llis_enablingllis_t.html 58
- 58. Agenda I. Environment Preparation II. SmartCloud Configuration game III. Architecture Variations IV. Conclusion V. Questions/Responses 59
- 59. Disposition of on-premises servers 60
- 60. Working with IBM Technical Support • Get comfortable with creating PMRs • Sending an email to support@collabserv.com works • Using the Passport Advantage portal tracks your PMRs • Know the phone number to open Severity 1 PMRs • Get to know your Customer Success Manager • The CSM will be able to help manage outstanding PMRs • For complex moves consider working with IBM or a Business Partner authorized in SmartCloud Notes migrations. 61
- 61. Agenda I. Environment Preparation II. SmartCloud Configuration game III. Architecture Variations IV. Conclusion V. Questions/Responses 62
- 62. David Hablewitz, PMP, IBM Champion Principal, Divergent Solutions LLC Email: info@divergentnw.com Blog: http://theNotesGuyInSeattle.com or http://davidhablewitz.com Company: http://www.divergentnw.com 63
Editor's Notes
- #2: Are there any Toastmasters in the audience?
- #3: By show of applause, Any Gamers?
- #4: For those of you who clapped, you have earned the Supportive Audience badge. Yes, this session has been gamified. Most games open with a story. Here is how this game begins.
- #5: There I am, staring at this screen, wondering… Imagine you are looking at this screen… You know the anxiety at that moment of indecision when you’re about to buy something online? Fortunately I was in a class Today you will learn what to do after you click continue. But first a bit about who I am and what got me here…
- #7: I am David Hablewitz. Started as a Developer with R3 and eventually moved over to administration. About 5 years ago I got certified in Smartcloud migrations I am also a certified project manager and the principal of Divergent Solutions. My passions are finding creative solutions to impossible problems And whitewater kayaking.
- #8: Is anybody an expert in SmartCloud? Anybody using SmartCloud Notes? Planning on using SC Notes? Then why are you here? If you’re planning on taking a nap, that isn’t going to happen.
- #10: Moving this to the cloud does not solve your problems. It just makes them harder to manage.
- #11: Not meaning to embarrass anyone…much… Who still has old mail servers? There is a vulnerability here: O365. Don’t run old software. And that is why we move to the cloud.
- #12: More will be done with ID vaults at the end
- #13: Thanks to David Bell
- #14: You are responsible for everything above the line. IBM handles everything below the line. The Red area is the Internet. There are numerous combinations of options for adding redundancy, but for the sake of this presentation, I’m just showing the minimal requirements.
- #15: Servers 1 & 2 can be the same server What defines a domain? – common primary address book Servers 4 & 5 are built after environment is live
- #16: Servers 1 & 2 can be the same server Servers 5 & 6 are built after environment is live Who feels you already meet all of these requirements? #1 is the tougest
- #20: Do I check the box or not? Once done, there is no going back. GAME ON!
- #21: LEVEL 1 6 MISSIONS to level up
- #22: MISSION 1: Directory Sync server Configuration Hub or admin server is ideal.
- #23: MISSION 2: Mail Routing Server Can be same as Dir Synch Server
- #24: MISSION 3: Passthru Server Separate domain, but same certifier WHAT DEFINES A DOMAIN? Like crossing the Canadian border vs Mexican border – just a bit less hassle.
- #25: MISSION 3: Mail Server Base Name Don’t hurt yourself thinking about a base name. Make it different from on site servers
- #26: MISSION 5: Upload Server Certifier ID
- #27: Download the config tool Notes app
- #28: Notes app automatically opens after download and Automatically launches pre-config
- #29: Test Results. DON’T Read this screen. I will summarize: Warning = don’t use Organizational policies Mail Hub security = unknown access
- #30: LEVEL UnLocked! 5 components are now configured Enable Account to SKIP to LEVEL 3
- #31: LEVEL UnLocked! 5 components are now configured Enable Account to SKIP to LEVEL 3
- #33: MISSION 1: Download and run the Configuration Tool Notes App Same as previous level Mission 6
- #34: First run the report to know what it intends to do
- #35: YIKES! It’s OK. Like before, just for visual purposes. Don’t read now.
- #36: First run the report to know what it intends to do
- #37: MISSION 1 COMPLETE: Domain Configuration Tool
- #38: Servers are now talking. Countdown to Directory Sync has initiated.
- #39: MISSION 2: ADVANCED MISSION - Internet Domain Verification Domains listed in Global Domain Document
- #40: MISSION 2: ADVANCED MISSION - Internet Domain Verification Domains listed in Global Domain Document
- #41: MISSION 2: ADVANCED MISSION - Internet Domain Verification Domains listed in Global Domain Document
- #42: Create an external DNS CNAME with the value provided
- #43: Track the DNS propagation
- #44: First domain successfully verified!
- #45: LEVEL 4 Unlocked!
- #46: Leveled up! New Menu options unlocked. Compare to slides 12 & 21
- #47: Leveled up! New Menu options unlocked. Compare to slides 12 & 21
- #50: CHOICES!
- #51: Slide is courtesy of David Bell from IBM Bottom = same Top = moved out DAC option 3rd. Party - Prominic
- #52: Slide is courtesy of David Bell from IBM Bottom = same Top = moved out DAC option 3rd. Party - Prominic
- #53: Slide is courtesy of David Bell from IBM Bottom = same Top = moved out DAC option 3rd. Party - Prominic
- #54: Slide is courtesy of David Bell from IBM Bottom = same Top = moved out DAC option 3rd. Party - Prominic
- #55: Slide is courtesy of David Bell from IBM Bottom = same Top = moved out DAC option 3rd. Party - Prominic
- #56: CHOICES! Details next
- #57: CHOICES!
- #58: CHOICES!
- #59: CHOICES!
- #61: Servers are like refrigerators.
- #65: For those of you who clapped, you have earned the Supportive Audience badge. Yes, this session has been gamified. Most games open with a story. Here is how this game begins.
- #66: Do I check the box or not? Once done, there is no going back. GAME ON!
- #67: LEVEL 3 New Menu Unlocked! 3 Missions