If the user's Smart Upgrade timer setting has expired, when the user logs in to Notes®, the following occurs:

1. Smart Upgrade compares the version value of the user's installed Notes client to the version value specified in the Source version field of the Smart Upgrade kit document. The Notes client sends a match pattern to the server including the Notes client's current version, the platform and the localization. The Install type is also sent. The server then looks for a matching kit.

2. If the server finds a match, it sends a flag back to the Notes client indicating an upgrade kit may exist.

3. Notes searches the Smart Upgrade application for a match for its current version, platform, localization and install type.

Note: The Notes client only recognizes kits for the user specified in the Allowed Users and Servers field of the Smart Upgrade kit document.

Note: Specifying the upgrade kit version value in the Deploy version field of the desktop policy settings document is optional. If that field is blank, but an upgrade kit is available, Smart Upgrade skips this step and uses the version value of the upgrade kit to continue the upgrade process.

6. Users can upgrade when prompted or delay the upgrade for a specified time period. If the user has a policy that specifies an upgrade deadline and that date has expired, Smart Upgrade displays an Update Now button that forces the user to upgrade. If Remind me every hour after upgrade deadline has passed is set in the policy settings document, users can delay the upgrade in one hour increments before being prompted again.

Related concepts
Using Notes Smart Upgrade
Using the Smart Upgrade Run-As wizard

Related tasks
Adding upgrade kits to the Smart Upgrade application

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