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Pre-upgrade strategies for Lotus Notes Domino users

Use these strategies before upgrading a Lotus Notes Domino environment to help users understand the system upgrade and available Notes Domino features.

Before upgrading, it's important to alert your users that a change is coming. There are four email messages that you should send to your users:

  1. Send users a note simply telling them that you are planning a system upgrade. There's no need to go into great detail at this point.
  2. In a follow-up message, detail some of the new features that they'll find in the latest Lotus Notes version to which you're upgrading.
  3. Let users know what to expect. Send a message with screenshots, timelines, etc. Always let users know how long the upgrade is expected to take.
  4. Give users information on where to go for help. Supply them with numbers for help lines, training session details and links to useful websites. This message should be sent immediately after the upgrade is complete.


 Home: Introduction
 Part 1: Pre-upgrade strategies for Lotus Notes users
 Part 2: Getting Lotus Notes users excited about new features
 Part 3: Four easy steps to a Lotus Notes Smart Upgrade
 Part 4: Lotus Notes Smart Upgrade gotchas

Jess Stratton
Jess Stratton is the principal consultant for Solace Consulting ( She has more than 7 years experience with Lotus Notes and Domino, specializing in both administration and development. Jess is an author, speaker and owner and operator of a computer training facility specializing in end-user education. She also hosts LotusUserGroup blog at Contact her at

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