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Getting Started with IBM Notes 9 - Part 1: Installation

Mat Newman  April 4 2013 13:12:18
In this series of posts we are going to walk through all the new capabilities contained within the latest release of IBM Lotus Notes, or rather - the newly reincarnated IBM Notes 9.  17 years after the acquisition of Lotus Development Corporation, IBM has dropped the "Lotus" from the branding of the product, finally bringing Notes completely under the IBM brand umbrella and heralding a new era for the most powerful desktop application available.  A raft of new features and capabilities have been introduced with the new Notes, which I will be discussing in future posts.

The first step on your IBM Notes 9 journey is - of course - installing and configuring the software ... let's begin.

The Process:
1.        Locate the installation setup file for your release of IBM Notes 9 (Note: this may include choosing a location to extract the files to, if not already extracted for you by your Admin),


2.        The 'IBM Notes 9.0 Social Edition - Install Wizard' dialog will be presented, click "Next"
Figure 1: Install Wizard

IBM Notes 9.0 - Install Wizard


3.        Review and Accept the terms of the licence agreement by choosing "I accept the terms in the license agreement" and click "Next"
Figure 2: License Agreement

IBM Notes 9.0 - Licence Agreement


4.        Installation paths, note that because I'm not using the "Client Only" installer I don't have the multi-user option available*. Choose your path's and click "Next"
Figure 3: Paths

IBM Notes 9.0 - Install location


5.        Choose Installation options. In this step I have selected all features except single logon, including the full Design and Admin clients, and the NEW "Notes Browser Plug-in" and "OpenSocial Component" options. Select your features and Click "Next"
Figure 4: Options

IBM Notes 9.0 - Features to install


6.        When Notes is installed, I want to use the application as my default Mail, Calendar and Contacts application, as well as speeding up the start-up process by selecting "Launch parts of Notes...". Click "Install"
Figure 5: Default Application handler

IBM Notes 9.0 - Setting Notes as the default application handler


7.        The Notes installer then begins extracting program and data files to my HDD.  Note, depending on the options selected at step 5, the progress bar may reset several times,
Figure 6: the installation progress screen

IBM Notes 9.0 - Install progress screen


8.        After the installer has completed the 'success' screen will be displayed, Click "Finish"
Figure 7: Install process successfully completed

IBM Notes 9.0 - Install Wizard Completed


9.        My Desktop now features the NEW IBM Notes 9 icons,
Figure 8: The new IBM Notes/Designer/Administrator icons

IBM Notes 9.0 - the new desktop icons


10.        ... AND the new IBM Notes icons also feature on the Windows 8 "start" screen
Figure 9: Notes 9 'Tiles' on the Windows 8 start screen

IBM Notes 9.0 - the new 'Start' screen 'Tiles'


11.        Now that the software is installed on the computer, the next step is to configure the Notes 9 client,


12.        Start Notes 9 either from the 'Start' screen or the Desktop icons, which will display the new 'splash' screen
Figure 10: The new IBM Notes 9 splash screen

IBM Notes 9.0 - The new Notes 9 splash screen


13.        The configuration wizard begins, letting you know what information you need to enter to configure Notes 9, click "Next",
Figure 11: The configuration wizard

IBM Notes 9.0 - The configuration wizard


14.        Enter your IBM Notes username and 'home' Domino server (ask your help-desk if you're not sure what these are), click "Next"
Figure 12: User Information

IBM Notes 9.0 - personal Notes User Information


15.        If the information at step 14 (user information) is entered correctly, you will be prompted for your IBM Notes User ID Password, enter your password and click "Log In"
Figure 13: Password

IBM Notes 9.0 - User Password Prompt


16.        Notes has features which enable you to connect your Notes client to a variety of other Internet services, these can be configured now or later.  I'm going to configure them later ... click "Next"
Figure 14: Additional Services

IBM Notes 9.0 - Additional Services


17.        Finally, the new Notes 9 client has a fantastic streamlined look and feel, I like the additional features provided through Toolbars, you can turn them back ON by turning OFF the "Show Toolbars Only When Editing" option from the Notes 9 menu
Figure 15: Toolbars

IBM Notes 9.0 - turning the Toolbars back on


18.        VOILA - IBM Notes 9 installed and configured!
Figure 16: the all-new IBM Notes 9

IBM Notes 9.0 - the all-new IBM Notes 9

* The multi-user install option places the users IBM Notes 9 personal data within their Windows profile path, and is only available with the Client Only install, which does not include Domino Designer or Administrator clients.

So there we are, IBM Notes 9 from-zero-to-hero, the installation and configuration process.

Enjoy!


Comments

1Lars Olufsen  04/04/2013 19:22:57  
Getting Started with IBM Notes 9 - Part 1: Installation

You do this so well, Mat.

You should work in IT, really! ;-)

2Jesper Clausen  04/05/2013 1:17:43  
Getting Started with IBM Notes 9 - Part 1: Installation

What Lars said.... :-D

3Jim Soper  04/05/2013 1:27:24  
Getting Started with IBM Notes 9 - Part 1: Installation

Now if someone would do the same friggin thing for Connections and Sametime. Pictures are good!

4Roy Rumaner  04/05/2013 2:08:43  
Getting Started with IBM Notes 9 - Part 1: Installation

I found that if I didn't uninstall 853 (using the Remove option from the 853 installer) and UP1 (through Windows), the Notes 9 installer failed part way through and wiped out my 853 installation (including the INI file). It left pieces of itself in the registry which took a while to find and remove. One machine worked fine after doing the uninstall and one did not when I skipped that step.

5Mat Newman

04/09/2013 8:17:33  Getting Started with IBM Notes 9 - Part 1: Installation

@1, Lars & @2, Jesper: Thanks guys.

@3, Jim: Have you checked out Connections101.net (http://www.connections101.net/) created and maintained by Gabriella Davis and Paul Mooney?

@4, Roy: Once you've uninstalled, you might want to have a look at the new NICE tool for Notes that does a clean-up of anything left over from a Notes installation: http://www-01.ibm.com/support/docview.wss?uid=swg21459714

Mat Newman IBM Champion

6vijay  04/22/2013 21:19:28  
Getting Started with IBM Notes 9 - Part 1: Installation

Hi,

1. Now outlook is the mail client being used. After installing Notes, will outlook still work?

2. Client single logon feature??

Awaiting ur reply...

7vijay  04/22/2013 21:23:13  
Getting Started with IBM Notes 9 - Part 1: Installation

To configure Smart cloud Notes account in Notes client,Make sure that 'id file' is downloaded to the Notes data directory after configuration of account.

It will take maximum 8 days to get downloaded to the notes data directory in smart.The end user needs to stay in the location document for minimum amount of time to get the id file get downloaded to the note client.

what about the duration mean?

Can't we access until 8 days? Also, what does stay in the location mean?

Pls explain...

8vijay  04/22/2013 21:28:18  
Getting Started with IBM Notes 9 - Part 1: Installation

Can we use exchange server in use for outlook client to the notes 9 we've installed now?

9Mat Newman

05/30/2013 11:45:40  Getting Started with IBM Notes 9 - Part 1: Installation

@8, Vijay: Outlook will still work as configured. Yes Client Single Login is an installation choice, I choose not to use it.

Where did your figure for '8 days' come from for SmartCloud Notes?

Exchange is the server for Outlook. Domino is the Server for Notes. Do you need help migrating your Exchange Servers to Domino?

Mat Newman IBM Champion

10Yvo Slokkers  06/17/2013 18:16:04  
Getting Started with IBM Notes 9 - Part 1: Installation

Hi Mat,

Did you already tested if Notes 9 also works under MS Windows 8? We also have some databases onder Notes like relations en projects database which I would like to use on a tablet with Windows 8.

(now running on Domino 8.5.2)

Greetings, Yvo

11Mat Newman

06/18/2013 10:09:41  Getting Started with IBM Notes 9 - Part 1: Installation

@10, Yvo: The screen shots in this post were actually taken using Windows 8 as the installation host. If you're looking to install Notes 9 on a Win8 tablet, you need to make sure the Tablet is running a version of Windows 8 other than RT. RT does *NOT* allow installation/running 'traditional' Windows applications. For example, if you are considering a Surface, you *MUST* choose the 'Pro' version. HTH.

Mat Newman IBM Champion

12oussama zein  06/23/2013 12:06:51  
Getting Started with IBM Notes 9 - Part 1: Installation

excellent job

13Stefan Erndl  07/17/2013 2:52:35  
Getting Started with IBM Notes 9 - Part 1: Installation

Hi Mat,

good job - and I really like the yellow colour here ;-) Good to see not everything's blue these days.

Question regards "single logon feature" - I thought this has been removed from 8.5.3 onwards as it didn't work properly? I am not 100% sure but I think I saw a technote somewhere saying that it shouldn't have been part of 8.5.x installers anyhow?

Thanks

Stefan

14Mat Newman

09/16/2014 12:58:20  Getting Started with IBM Notes 9 - Part 1: Installation

@13, Stefan: The "Notes Single Login" feature was removed to cater for the new Domino Policy based Single-Sign-On process. IBM changed the way it works so it's no longer just a password sync process, it's true SSO. HTH.

Mat Newman IBM Champion

15Sangho  10/01/2014 18:50:33  
Getting Started with IBM Notes 9 - Part 1: Installation

Hello, Mat:

I am really impressed with your post.

I have some problems while I patched IBM Notes Social Eddition. The problem is next 14. after 14.(on your post), IBM Notes Social Edition Client Configuration ask me that 'How do you want to connect to a Domino server?'. So I selected 'Set up a connection to a local area network(LAN). after clicking Next, I was seen that IBM Notes(The server is not responding. The server may be down or you may be experiencing network problems. Contact your system administrator if this problem persists.). so I don't know how to solve this problem...

and one more thing, If I don't connect to a Domino server, what will happen ?

Sincerely Yours

16John  10/18/2014 14:22:24  
Getting Started with IBM Notes 9 - Part 1: Installation

Hi Mat - is it possible to run both Notes 9 and Notes 8.5 clients concurrently? If not, if I decide to remove Notes 9, will my old Notes 8.5 client settings be preserved?

17John  10/18/2014 14:24:00  
Getting Started with IBM Notes 9 - Part 1: Installation

any problems reported running a Notes 9 client against an 853 server?

18Maks  12/04/2014 1:51:31  
Getting Started with IBM Notes 9 - Part 1: Installation

Hi Mat

When I try to open Mail in Notes9 under MacOS X connected to domino 8.5.3 - it crashes. Other things work perfectly (calendar, contacts etc).

Can it be the matter of mail template?

Has anyone successful connection from Notes 9 to Domino 8.5.3?

Thanks in advance.

19Araza  05/09/2015 17:04:13  
Getting Started with IBM Notes 9 - Part 1: Installation

I have downloaded and installed Domino Social Edition 9.0.1 Trial. Now I want to install Domino Administrator, Downloaded "NOTES_9.0.1_WIN_EN_EVALUATION.exe" but this installer is not listing "Domino Designer" and "Domino Administrator" Option during installation. Please Help What to download for Designer and Administrator and from where? Share the link please

Thanks & Regards,

20Will  05/13/2015 12:39:20  
Getting Started with IBM Notes 9 - Part 1: Installation

I know this is an old thread, but I am having same issue as 'Araza' above.

It appears this is the client I need: • IBM Notes, Domino Designer and Admin 9.0.1 client: CIQ91EN

I cannot find this client on the IBM website. I have downloaded the standard client minus the Admin/Designer functions but that does not help.

Anyone know how to get this?

Thanks!

21George  06/01/2015 20:02:00  
Getting Started with IBM Notes 9 - Part 1: Installation

I think IBM Administrator, Designer & Notes are with

DOMINO_DESIGNER_901_WIN32_EN.exe

Its available in IBM web site.

22Monica  06/22/2015 21:04:59  
Getting Started with IBM Notes 9 - Part 1: Installation

Hi,

When trying to install the msi on a VM i am getting the following error

"you are currently trying to level a multi-user installation. Please obtain the correct setup to finish setting a level"

Could you give some suggestions please.

23Kent  11/20/2015 6:26:54  
Getting Started with IBM Notes 9 - Part 1: Installation

Hi Matt - tried to install but before it finished, after the Notes9 box came up...it stopped...message said I have to have Domino installed first on this computer... ideas?

Thanks

24Erik Bodura  02/07/2016 5:11:33  
Getting Started with IBM Notes 9 - Part 1: Installation

I want to use Notes 9 just privat. So no Domino. What Setti?gs would it Need to use an IMAP mail?

I have been able to connect, however the look was very much differen with IMAP9020.nsf that was created during Setup.

when manually starting a new folger with mail9.ntf as a template I get the nicer design and also a calender etc. however I cannot get the mail to sync with my IMAP mail account into that application.

25Tim Davis  05/04/2016 2:54:42  
Getting Started with IBM Notes 9 - Part 1: Installation

We have always used a network share for our data directory and now when installing designer for R9 it fails. Does anyone else use this scenario and found a work around?

26Sandra  06/29/2016 3:16:22  
Getting Started with IBM Notes 9 - Part 1: Installation

How can I rename the name in my contacts?

Can you show me how?

Thank you.

27Sandra  06/29/2016 3:16:29  
Getting Started with IBM Notes 9 - Part 1: Installation

How can I rename the name in my contacts?

Can you show me how?

Thank you.

28zafar  08/06/2016 21:45:18  
Getting Started with IBM Notes 9 - Part 1: Installation

now i have not home server I want to learn .who can help me

Mat Newman

THE Lotus Notes Guy. Productivity Guru. Social Evangelist. IBM Champion for IBM Collaboration Solutions, 2011/2012/2013. IBMer. Views are my own.

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Mat Newman

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