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Blackberry 4.1.4 Cell Phone User Manual

1. ceccessessessesseesessteseeseeseeseeseestentenes Checklist BlackBerry Enterprise Server with the BlackBerry MDS Services system requirements 25 Checklist BlackBerry Attachment Service system requirements c sssscsssesseesesseseesesseeseeseeneenes 27 Checklist BlackBerry Manager system requirements cceccessessessessessesseeseeseseesesseesesseeseeatentenss 28 Checklist BlackBerry Router System require Ment cessecsessessessecsessessessesstssecseseceseeecseeseeseeeneeess 29 Checklist BlackBerry MDS Connection Service system requirements ccceecsessessesseeseceseeeseees 29 Checklist BlackBerry Collaboration Service system requirements 3 Preparing your BlackBerry Enterprise Server environment for UPQrade sssesseseceeeeseseseeeesees 31 Preparing to upgrade from BlackBerry Enterprise Server Version 3 5 2 and earlier c cecsecseeseeees 31 Migrate BlackBerry Enterprise Server information from Microsoft Exchange 5 5 administration EXTENSIONS aoinne nE ERTE ERRAR TORA 31 Perform system maintenance eeseseessssesesssseeroocceeeesesssssssssseseecerereessnssssssseeeeererrenessssssssseeeereresressss 32 Back up system information cecsecssesssessesssssecssessecssccsecssccsecssecssssuccsecesscsesssessessueesecesecseessesssceueenseess 33 Synchronize BlackBerry device capabilities sssssssssesssssssesssssssrsesssssreessssssteeessssreeessssseeesssssreeessss 33
2. ssssssssssss1111sssresssrssssssrsrtrteserosssssssesssee 61 Confirm that the BlackBerry Application Loader Version 4 1 appears in the network drive recom mended ernea aa Eaa E a Ea EE EEEE e iE 62 Distribute the BlackBerry Desktop Software installation files if required cseseessesseeeseeees 62 Create and send a wireless enterprise activation PASSWOIG ecssssecsesseeseesessesseesesseeseeseeseeseeneenes Send the upgrade instructions to BlackBerry device USETS s Confirm that the BlackBerry Device Software upgrade is successful Upgrading the BlackBerry Device Software at a central computer OF KiOSK eescesssesseesseeseesteeseees 64 Checklist Confirm the upgrade requireMentt ccsseccsesssesssssessesseecsesssessessesseecseesseessessecseeaeeseesees 64 Add the BlackBerry Device Software to the network drive eccccsssesesseseeseesseestesseesseeseesteeseeneees 64 Create a software configuration oe eceesecseesseessecseessecseecsecseesseeseesseeseeees Assign a software configuration to a user optional Upgrade the BlackBerry Device Software Confirm that the upgrade is successful Sending the BlackBerry Device Software upgrade to user COMPUTETS ceccesseesseecesseeseesteeseenseeseees 66 Add the BlackBerry Desktop Software installation files to the network Crive c ccecseceeeee 66 Add the BlackBerry Device Software installation files to the network drive cseeeeeeeeees
3. 3 Back up all the registry keys Back up the BlackBerry Enterprise Server 1 Back up the BlackBerry Enterprise Server log files to another computer log files 2 Delete the log files from the BlackBerry Enterprise Server computer Back up the BlackBerry Configuration Database If your database environment is Microsoft SQL Server use the backup and restore tools provided by Microsoft If your database environment is MSDE 2000 you can use the BlackBerry Database Backup tool that is provided with the BlackBerry Enterprise Server software to perform a full backup of the BlackBerry Configuration Database By default the backup file is named lt database name gt lt YYYYMMDDHHMMSS gt bak 1 On the server on which the BlackBerry Configuration Database is located at the command prompt switch to the Tools folder in the BlackBerry Enterprise Server installation media 2 Type BlackBerryDBBackup exe Type any of the following parameters in the order in which they appear Parameter d f P P Procedure gt Type the database name gt Type the folder in which the backup file is saved By default this parameter is set to the current location Note If you specify a different location the folder must already exist gt Type the name of the server on which the database is located By default this parameter is set to the local server gt Include this parameter if you want to use your own NTLM account to connect to the d
4. Install the BlackBerry Enterprise Server Version 4 1 4 on a new computer Migrate the user ACCOUNTS cccsssesessessssessesesscssssecssecscsessesecsecussessesessesussesucsussesussesucsessesesseansseausseeesseeneeess Stop the old BlackBerry Enterprise Server sssssssssssssesseeseesessessecsessessecsesscsucsuseucsucsusssaeesesseeseeaeeaeeneens Improve the startup performance of the BlackBerry Enterprise Server c sescsesseessesseesseeseeeseesseeseees Start the new BlackBerry Enterpriser Server cssssessessesseeseeseeseeseccscsucesssesesueseseeesssesseeseeseesesneeaeeaeeaees Reactivate user ACCOUNTS ceeseecseessessessesssessecssesseessessecssccsecsscssecsucssecssssecsscsuecsecsuesseessesseesseeseesseeseeeneessees Troubleshooting the BlackBerry Enterprise Server UPQrade cecsecsessessessesessessessessesseesessesseeseeeeeneeees Resolving issues during the upgrade ceseeseeseeseesessessessesscsessecssccecsuesecsussessecsussecstsseesteseeateaeeaeeaeenss Resolving issues after the UPGrade ccsccsessssssssessecsecseesecsessesscsessecsessecsessessecsessecseeseessesseseeseeseeseenss Returning user accounts to their previous BlackBerry Enterprise Server VersiON ssss 54 7 Upgrading the BlackBerry Enterprise Server using a phased process Phased UPGrades cccccessecsssessesecsesesssscsessesussesscsesscsessesussesscsessesussesussecsssessesussesucseeneassesacsussesesseseese
5. You must specify the primary instance as the lt new server gt name and if you are previewing the user migration from the primary instance the lt old server gt and lt new server gt names must be the same 1 Inthe BlackBerry Enterprise Server installation media open the Database folder 37 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide 2 Perform the following actions Action Define settings for the BlackBerry Configuration Database Upgrade the test BlackBerry Configuration Database Procedure Open the BESMgmt cfg file 1 2 3 1 2 Specify the following settings Database_name Type the name of the test BlackBerry Configuration Database Userid Set a user name with server administrator and database creator permissions if you do not want to use your own NTLM account Password Set a password for the user name Script_root Set the path to the DBInstallScripts folder if this folder is not located in the same root folder as the createdb exe file Log_dir Set the path to the folder in which to create log files if this folder is not located in the same root folder as the createdb exe file Db_file_dir Set a folder in which to save the database files if this folder is not located in the same root folder as the createdb exe file This folder must already exist Backup_dir Set a folder in which to save the database backup if this folder is not located in the same root folder as the
6. addition to the software If you have a separate BlackBerry Configuration Database in your pilot environment you must consider how to use the BlackBerry Configuration Database in your production environment You can make the pilot BlackBerry Configuration Database your new production BlackBerry Configuration Database When you upgrade the BlackBerry Enterprise Server to use this new BlackBerry Configuration Database use wireless enterprise activation to migrate user accounts to the new database You can also upgrade your existing production BlackBerry Configuration Database to BlackBerry Enterprise Server Version 4 1 4 When you configure the pilot BlackBerry Enterprise Server to use the production BlackBerry Configuration Database use wireless enterprise activation to migrate user accounts to the new database BlackBerry devices must be running BlackBerry Device Software Version 4 0 or later to use wireless enterprise activation 1 Planning to upgrade your BlackBerry environment Resource Visit www blackberry com knowledgecenterpublic to read article KB 03112 for more information Visit www blackberry com knowledgecenterpublic to read article KB 03535 for more information Visit www blackberry com knowledgecenterpublic to read article KB 04246 for more information BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide System requirements Hardware requirements System requirements for the BlackBerr
7. gt gt gt Include this parameter to write status and progress information to the registry If you are using SQL authentication type the login and password Include this parameter to run the migration tool in preview mode without making any changes to the BlackBerry Configuration Database Note This parameter displays migration errors that might occur but it does not check for server errors gt gt Include this parameter to run the migration tool silently Include this parameter to print user properties retrieved from the user s mailbox to the migration log file Note Use this command for troubleshooting purposes only For example to preview the user migration from a BlackBerry Enterprise Server instance named BESO2 to a BlackBerry Enterprise Server named BESO1 using a MAPI profile named BESAdmin with a database server named sqlserverl and a BlackBerry Configuration Database named besmgmt and to write migrate log and status tmp files to the root directory type besmigration exe s BESADMIN BESO2 BESO1 d sqlserverl besmgmt I migrate log t status tmp w p 6 Press ENTER Standardize connections to the BlackBerry Mobile Data Service gt Verify that applications connect to the BlackBerry Mobile Data Service on the following ports e BlackBerry Mobile Data Service host port 3200 e web server listen port 8080 e web server SSL listen port 8443 39 BlackBerry Enterprise Ser
8. hotfixes to support the AJAX Service e visit www support microsoft com kb 911996 to install the hotfix on your Microsoft Live Communications Server e visit www support microsoft com kb 915066 to install the hotfix on your Communicator Web Access server If your instant messaging environment supports Microsoft Office Communicator you must install or configure an additional virtual server to support the AJAX Service on your Communicator Web Access server that meets the following criteria e uses all unassigned IP addresses e uses forms based authentication only RIM does not recommend using integrated authentication when supporting HTTPS connections e supports HTTPS browser connections e contains an Internet Server API ISAPI filter for both the cwaauth dll file and the ajax dll file Visit office microsoft com en us assistance HA100240791033 aspx to read the Microsoft Office Communicator Web Access Planning and Deployment Guide for more information about enabling the AJAX Service for Communicator Web Access Checklist Terminal service settings Considerations If your operating system is Microsoft Windows Server 2000 you can install and access the BlackBerry Enterprise Server using the O Terminal Services program You must install the Terminal Services program using Remote Administration mode Visit www support microsoft com kb 306624 for more information Note RIM does not recommend using Application Server mode If you install t
9. 67 Create and send a wireless enterprise activation PASSWOIG ecsecsesseesesseesesseeseeseeseeseeseeseesteneenes 67 Push the installation files to user COMPUTELS ecseecsecsssssesssesseesseeseccsecsssseesecsuccsecesecseesseessceneenseess 67 Force the BlackBerry Device Software upgrade cecsecssssssssesssesseessessecssseseessceseesscesecsneesecssceneenseess 67 Confirm that BlackBerry Device Software upgrade was successful eessesseeseesesseesesstesseeseenees 68 Troubleshooting the BlackBerry device upgrade Resolving issues during the upgrade Planning to upgrade your BlackBerry environment Upgrading to BlackBerry Enterprise Server Version 4 1 4 Choosing a BlackBerry Enterprise Server upgrade option Upgrading to BlackBerry Device Software Version 4 1 and later Choosing a BlackBerry Device Software upgrade option Additional upgrade resources Upgrading to BlackBerry Enterprise Server Version 4 1 4 When you upgrade to BlackBerry Enterprise Server Version 4 1 4 the changes to your BlackBerry environment depend on the version from which you are upgrading Confirm the version from which you are upgrading 1 On the taskbar click Start gt Settings gt Control Panel Double click Add Remove Programs In the list of currently installed programs click BlackBerry Enterprise Server Click Support Information nawy Retrieve the version number Changes to the BlackBerry Enterprise Server Version 3 5 2 and
10. Desktop Software to user computers Description This upgrade process uses software configurations to help control the BlackBerry Device Software upgrade process for each BlackBerry device ata central administration computer or kiosk This upgrade process requires you to install the BlackBerry Device Software in a shared network drive that is accessible by the administration computer or kiosk You must also install the BlackBerry Manager on the computer from which you plan to upgrade BlackBerry devices This upgrade process enables you to use third party software to create and distribute a single installation file that contains the BlackBerry Desktop Software and the BlackBerry Device Software This customized installation file installs the complete BlackBerry Desktop Software and the BlackBerry Device Software on users computers Users then upgrade the BlackBerry Device Software interactively Advantages you can monitor the BlackBerry Device Software upgrade process at the administration computer you can use software configurations to help control BlackBerry Device Software upgrades you can upgrade multiple BlackBerry devices at the same time you can upgrade BlackBerry devices for users who do not have the BlackBerry Handheld Manager or the BlackBerry Desktop Manager installed on their computers you can share a single software location between multiple administration compute
11. Operating system requirements Checklist Messaging and collaboration server software requirements Checklist Security Support requirements cececseeseesseseeseseessessesscseeeecsecsessecseceecsessesseeseeseeeeeseeneenees Checklist Multilanguage Support requirements ceececceseecsesecsessesesscssesecssceecsessecsueceeseceesensents Checklist Virtual machine support requireMeNt c ccecsecssessesssecseessessesssessscesecssessecseeseeseeneesseess Checklist Additional software requireMent cccsscsssssesssesssecsessesseessecsessseeseesnecsecssceseessceseesseesseens System requirements for your corporate environment cecseesssecsesseecsesssessessscsseesuessecesecsessseeseesseesseens Checklist Network environment settings cesessessessessesseesesseeseeseesessesseesesseesessesseesesaesateseeaeeseeneenees Checklist Messaging and collaboration environment settings sesceccesseceeseeseesesseesesseeseesteneenees Checklist Instant messaging environment settings Checklist Terminal Service settings 0 0 ceceesssssesessessesesseccscsesssssussecsccecsessesseeseesesessesseeseeaeeaeeneeaeenss Checklist Database environment SEttiINGS eececcsessecsessessesessessessesscsecsecsessecesececsessesstesesseeseeseeneenss System requirements for remote components sesssecseecseessesseessessecssecsecesecsscssecsscsuecsscesecseeseesseeneenseess Checklist BlackBerry MDS Services system requirements
12. Preparing to upgrade from BlackBerry Enterprise Server Version 3 6 c ssssssssssssesssessesseeesteesesseeseeess 33 Perform system maintenance cccseccsecsessecsssssesssessssssesssecsscsscesecsucessessccsseesecseessecseesuceseesuceseeaneeneesseens 34 Back up system information ccsecsssssessesssessecssesssssucssesseccsecssessscsuccsecesecsscscsassssceseeeseeseesecessseaeenseens 35 Prepare to consolidate multiple instances of the BlackBerry Enterprise Server ssesseeceee 35 Preview the user migration c ccccssessesesssssssessssessessesessssessesessesesseescaessssteseessseesseees Standardize connections to the BlackBerry Mobile Data Service Synchronize BlackBerry device Capabilities 00 eesessessessessesceesesseeseesesseesesseesessessessesseeseeseeneenteneenss Preparing to upgrade from BlackBerry Enterprise Server Version 4 0 sccssessssseessessecseesseeseseseesseess 40 Perform system maintenance cecseecsesssecsssssssseesseesssssecsnccsecsucssecsussuecsscesscssecseessecseesucesessuceneessceueenseens 40 Back up system information cccsecssessssssessessesssessessuscsecsscssecsuccsessuccsecssccsesssecsessuceseesucsueesscsseseueeneenses 41 Back up the BlackBerry Configuration Database c ecsessssssesssesseessssesssecsecseessessssueestesseesteeseesees 41 4 Configuring Vout environment sussen aani aiaa aaan iaasa iiiaae aeai 43 Configuring Microsoft Exchange to support wireless calendar synch
13. Version 4 0 3 using a phased process Example 2 Upgrade BlackBerry Enterprise Servers at Version 4 0 and earlier using a phased process Phased upgrades You can upgrade your BlackBerry Enterprise Servers to Version 4 1 4 in phases while maintaining BlackBerry Enterprise Servers at versions earlier than 4 1 4 When you upgrade your BlackBerry environment gradually you must use different administrative tools to manage the different versions of the BlackBerry Enterprise Server When you upgrade to BlackBerry Enterprise Server Version 4 1 4 and your environment contains BlackBerry components at Version 4 1 1 and earlier you must verify which BlackBerry component version combinations are supported You must also consider how changes to the configuration and user access information impact existing versions of the BlackBerry Mobile Data Service BlackBerry MDS Connection Service Managing a mixed version environment The administrative tools that you use to manage a mixed version environment depend on the versions of the BlackBerry Enterprise Server that you continue to operate You can create a BlackBerry Domain multiple BlackBerry Enterprise Servers sharing a single BlackBerry Configuration Database with BlackBerry Enterprise Servers Version 4 0 and Version 4 1 so that you can move user accounts easily and limit their service interruption After you upgrade the BlackBerry Configuration Database to Version 4 1 you must administer all BlackBerry
14. connect their BlackBerry device to the BlackBerry Desktop Manager If you have instances of the BlackBerry Enterprise Server installed that have never been added to the BlackBerry Enterprise Server Management console you must either add the instances to the BlackBerry Enterprise Server Management console or remove the instances of the BlackBerry Enterprise Server before you start the upgrade process If you have instances of the BlackBerry Enterprise Server installed that are not added to the BlackBerry Enterprise Server Management console the BlackBerry Configuration Database upgrade does not complete successfully You can only consolidate multiple instances of the BlackBerry Enterprise Server that connect to the same SRP address If you have multiple BlackBerry Enterprise Server instances that connect to different SRP addresses you must either edit the instances to use the same SRP address or you must move the instances and the associated user accounts to separate computers 35 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide gt Perform any of the following actions Action Procedure Identify the primary instance 1 On the computer on which you plan to upgrade the BlackBerry Enterprise Server open the Registry Editor 2 Inthe left pane browse to HKEY_LOCAL_MACHINE SOFTWARE Research In Motion BlackBerry Enterprise Server Servers 3 Click the first BlackBerry Enterprise Server instance key for example lt ComputerN
15. earlier environment When you upgrade from BlackBerry Enterprise Server Version 3 5 2 or BlackBerry Enterprise Server Version 21 5 the following changes occur e updates to the BlackBerry Enterprise Server software e removal of the Microsoft administrative extensions e creation of a new schema for the BlackBerry Configuration Database e migration of user accounts to the new schema BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Changes to the BlackBerry Enterprise Server Version 3 6 environment When you upgrade from BlackBerry Enterprise Server Version 3 6 the following changes occur e updates to the BlackBerry Enterprise Server software e consolidation of BlackBerry Enterprise Server instances e creation of a new schema for the BlackBerry Configuration Database e migration of user accounts to the new schema You can preview the user account migration into the BlackBerry Configuration Database to identify any issues that might occur for example identifying inactive user accounts that you cannot migrate and to estimate the time that it should take to migrate user accounts during the upgrade process Changes to the BlackBerry Enterprise Server Version 4 0 environment When you upgrade from BlackBerry Enterprise Server Version 4 0 the following changes occur e updates to the BlackBerry Enterprise Server software including any BlackBerry components that you installed separately for example the BlackBerry Manage
16. earlier implementations of multiple BlackBerry Enterprise Server instances that connect to the messaging server with multiple BlackBerry Messaging Agents on a single BlackBerry Enterprise Server Prepare for this upgrade by cleaning up the data creating backups and removing unused instances before upgrading the BlackBerry Configuration Database If you have applications in your BlackBerry environment that connect to the BlackBerry Mobile Data Service on custom ports you must change those applications to connect on standard ports 33 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide If you want wireless synchronization to occur automatically after the upgrade process completes you must also instruct users to synchronize their BlackBerry device capabilities before you upgrade the BlackBerry Enterprise Server See Synchronize BlackBerry device capabilities on page 40 for more information Perform system maintenance Perform system maintenance to help minimize the upgrade time and to help promote an uninterrupted upgrade and user migration gt Remove inactive user accounts from the BlackBerry Enterprise Server See the BlackBerry Enterprise Server for Microsoft Exchange Version 3 6 x Administration Guide for more information Verify BlackBerry device assignments Use the HandheldCleanup tool to locate out of date assignments between BlackBerry devices and user mailboxes This tool checks for any BlackBerry devices tha
17. is on your messaging servers Review the Microsoft known issues that might impact your messaging environment If you experience a problem that is described in an article and have not upgraded your messaging servers to the service pack that contains the fix download and install the hotfix on the computer on which you plan to install the BlackBerry Enterprise Server fi Note Before you install the hotfix verify that you meet the requirements described in the hotfix If your BlackBerry Enterprise Server connects to multiple messaging servers select the hotfix that is applicable to the latest version of the Exchange software in your environment Review the following Microsoft known issues that might impact your messaging environment Microsoft Exchange System Manager tools Microsoft Knowledge Base articles Microsoft Exchange Version 5 5 Administrator www support microsoft com kb 312273 e www support microsoft com kb 818709 Microsoft Exchange 2000 System Manager e www support microsoft com kb 314606 e www support microsoft com kb 824960 Microsoft Exchange 2003 System Manager e www support microsoft com kb 823343 e www support microsoft com kb 894470 Setting database permissions When you run the setup program the account that you use must have permissions on the database server The type of permission depends on the setup type that you choose and whether you are creating the BlackBerry Configuration Database on the same computer as th
18. ports See Standardize connections to the BlackBerry O Mobile Data Service on page 39 for more information Synchronize BlackBerry device capabilities See Synchronize BlackBerry device capabilities on page 40 for more information O Checklist Confirm the installation requirements on the new computer Step Verify that you have met all the system requirements on the new computer See Hardware requirements on page 17 for more O information Log into the new computer using the service account with the appropriate server administrator and database permissions See O Setting database permissions on page 43 for more information Note The setup program adds this account automatically to the Security administrator role in the BlackBerry Configuration Database BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Step Verify that the local system account on the new computer can access the BlackBerry Configuration Database See Setting Oo database permissions on page 43 for more information If you are installing the BlackBerry Enterprise Server using Terminal Services stop all BlackBerry services and close the Services O and Computer Management panels before you start the BlackBerry Enterprise Server setup program Confirm that you have the following credentials for the BlackBerry Enterprise Server Version 4 1 4 installation Oo e computer name and port of the instant messaging server e computer name
19. ports See Standardize connections tothe O BlackBerry Mobile Data Service on page 39 for more information Synchronize BlackBerry device capabilities See Synchronize BlackBerry device capabilities on page 40 for more information O Log into the computer using the service account with the appropriate administrator and database permissions See Setting Oo database permissions on page 43 for more information Note The service account is added automatically to the Security administrator role in the BlackBerry Configuration Database If you are installing the BlackBerry Enterprise Server using Terminal Services stop all BlackBerry services and close the Services O and Computer Management panels before you start the BlackBerry Enterprise Server setup program Confirm that you have the following required credentials from your environment Oo e computer name and port of the instant messaging server e computer name and port of the proxy server Note If you are using a pac file to configure the connection you can specify the file after you complete the upgrade process BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Upgrade the BlackBerry Enterprise Server Log in to your computer using the BESAdmin service account Double click the setup exe file Complete the instructions on the screen When prompted to restart the computer click Yes Log in using the same account that you used for the setup program
20. the computer on which you plan to upgrade the BlackBerry Enterprise Server start the Registry Editor In the left pane browse to HKEY_LOCAL_MACHINE Research In Motion BlackBerry Enterprise Server Database Create the following string values if they do not exist e DatabaseName Type the name of the BlackBerry Configuration Database e DatabaseServerMachineName Type the computer name of the database server Note These values are case sensitive Restart the setup program You can create and edit the MAPI profile manually 1 Keyes In the BlackBerry Enterprise Server installation media open the Tools folder Double click the Fixmapisvc exe file The mapisvc inf file installs at C winnt system32 or C windows system32 automatically On the taskbar click Start gt BlackBerry Enterprise Server gt Edit MAPI Profile Type the Microsoft Exchange server name Select the mailbox associated with the MAPI profile Click OK When the setup program prompts you for the location of the netfx msi file browse to the Tools folder in the BlackBerry Enterprise Server installation media Click the file Resolving issues after the upgrade process Symptom The BlackBerry Collaboration Service is not connecting to the Microsoft Live Communications Server 48 Possible solution If you are using TLS as the communication protocol verify that authentication is configured 1 Visit www microsoft com downloads to
21. to provide a link to the BlackBerry Device Software on a shared network drive When a BlackBerry device user clicks the link the BlackBerry Application Loader searches the network drive for the BlackBerry Device Software to install on the BlackBerry device After the upgrade completes the BlackBerry Application Loader connects to the messaging and collaboration server to provision the BlackBerry device Although it is not required to automate the BlackBerry Device Software upgrade for BlackBerry devices that use a USB connection only and provisioning process RIM recommends that you install the BlackBerry Application Loader Version 4 1 The BlackBerry Application Loader Version 4 1 installs as a component of both the BlackBerry Device Software Version 4 1 and the BlackBerry Desktop Software Version 4 1 Visit www blackberry com support downloads to download the BlackBerry Desktop Software Version 4 1 Checklist Confirm the upgrade requirements Considerations Verify that the computers of BlackBerry device users in your organization can access the network drive o Verify that the computers of BlackBerry device users are running either the BlackBerry Handheld Manager or the BlackBerry m Desktop Manager Version 3 6 or later See Sending the BlackBerry Device Software upgrade to user computers on page 66 for more information Note In the BlackBerry Desktop Software Version 4 1 the BlackBerry Handheld Manager has been renamed to the BlackBer
22. 1 1 is installed in a language other than English you must download and install SP1 in the appropriate language Visit www microsoft com netframework downloads for more information Install one of the following MDAC versions e MDAC Version 2 8 with Security Patch MS04 003 Version 2000 85 1025 00 e MDAC Version 2 8 SP2 Version 2000 86 1830 00 Note MDAC Version 2 8 SP2 is shipped only with Microsoft Windows Server 2003 SP1 Install J2SE Runtime Environment Version 5 0 update 9 You can install this program during the BlackBerry Enterprise Server installation If you are using Microsoft Exchange 2007 install the Internet Service Manager component of Internet Information Services from your Microsoft Windows installation media 25 BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide System x 7 requirement Considerations messagingand Install one of the following Microsoft Exchange administration tools on the computer on which you plan to Oo collaboration install the BlackBerry Enterprise Server with BlackBerry MDS Services server software Microsoft Exchange Version 5 5 Administrator e Microsoft Exchange 2000 System Manager e Microsoft Exchange 2003 System Manager e Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1 2 1 see http support microsoft com kb 929590 for more information e if you are using Microsoft Exchange 2007 either Microsoft Exchange Server MAPI Client and Coll
23. Collaboration Service Visit www novell com documentation to read the Messenger 1 0 Administration Guide for more information Checklist Security support requirements Considerations If you are using RSA SecurID authentication you must install the Security Dynamics Technologies Ace Agent for Microsoft O Windows Version 5 0 on the computer on which you plan to install the BlackBerry MDS Connection Service BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide Checklist Multilanguage support requirements Considerations Set your language preferences in Microsoft Internet Explorer to display encoded web pages correctly Oo Checklist Virtual machine support requirements Considerations Install VMware ESX Server Version 2 5 2 on the computer on which you plan to install the BlackBerry Enterprise Server o Checklist Additional software requirements Considerations If you run a Universal Serial Bus USB hub to implement BlackBerry devices while connected to the BlackBerry Manager verify O that the USB driver supports USB1 1 compliant hubs Install Adobe Acrobat Reader Version 3 0 or later so that you can view the product guides o Set Microsoft Internet Explorer Version 4 0 or later with Java or JavaScript enabled as your default browser so that you can view O the online help Install Microsoft XML Parser Version 4 0 SP2 or later You can install this program during the BlackBerry Ente
24. Complete the instructions on the screen NOM Bp WN Ss Before completing the setup program clear the Start Service s option Improve the startup performance of the BlackBerry Enterprise Server After some BlackBerry Enterprise Server upgrades new service books are sent to every BlackBerry device Sending all the new service books at once can result in slow startup times To improve startup performance set a limit to how many service books the BlackBerry Enterprise Server sends each hour Complete the following task on any BlackBerry Enterprise Server installation that includes the Policy Server 1 On the computer on which you upgraded the BlackBerry Enterprise Server open the Registry Editor 2 In the HKEY_LOCAL_MACHINE SOFTWARE Research In Motion BlackBerry Enterprise Server BlackBerry IT Admin Server key create the following DWORD values SBThrottlingEnabled Set to 1 e SBThrottleLimit Set in decimal format to the maximum number of service books the BlackBerry Enterprise Server should send every hour The default is 60 3 Inthe Windows Services panel start the BlackBerry Enterprise Server and other BlackBerry services 46 5 Upgrading the BlackBerry Enterprise Server using an in place process Troubleshooting the BlackBerry Enterprise Server upgrade process Resolving issues during the upgrade process Symptom You encounter errors when previewing the user migration You cannot resolve errors that occur w
25. Enterprise Servers in that BlackBerry Domain using BlackBerry Manager Version 4 1 You must also use the BlackBerry Manager Version 4 1 for MMC to perform some administrative tasks on BlackBerry Enterprise Servers earlier than Version 4 1 See the Managing multiple versions of the BlackBerry Enterprise Server for Microsoft Exchange in a BlackBerry Domain guide for more information BlackBerry Mobile Data Service BlackBerry MDS Connection Service considerations After you upgrade the BlackBerry Mobile Data Service to Version 4 1 or later the service name becomes the BlackBerry MDS Connection Service BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide In a mixed version environment that includes BlackBerry Enterprise Server Version 3 6 and earlier and BlackBerry Enterprise Server Version 4 0 or later the BlackBerry Mobile Data Service push server must be Version 4 0 or later The BlackBerry Enterprise Server Version 3 6 and earlier uses different locations to store the BlackBerry Mobile Data Service files and uses different tables in the BlackBerry Configuration Database You can only push application data to user accounts on a BlackBerry Enterprise Server Version 4 0 or later from a BlackBerry Mobile Data Service push server at Version 4 0 or later In a mixed version environment that includes BlackBerry Enterprise Server Version 4 1 and earlier the BlackBerry MDS Connection Service central push server must be Version 4 1 Blac
26. ILITY DURABILITY TITLE OR RELATED TO THE PERFORMANCE OR NON PERFORMANCE OF ANY SOFTWARE REFERENCED HEREIN OR PERFORMANCE OF ANY SERVICES REFERENCED HEREIN IN CONNECTION WITH YOUR USE OF THIS DOCUMENTATION NEITHER RIM NOR ITS RESPECTIVE DIRECTORS OFFICERS EMPLOYEES OR CONSULTANTS SHALL BE LIABLE TO YOU FOR ANY DAMAGES WHATSOEVER BE THEY DIRECT ECONOMIC COMMERCIAL SPECIAL CONSEQUENTIAL INCIDENTAL EXEMPLARY OR INDIRECT DAMAGES EVEN IF RIM HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES INCLUDING WITHOUT LIMITATION LOSS OF BUSINESS REVENUE OR EARNINGS LOST DATA DAMAGES CAUSED BY DELAYS LOST PROFITS OR A FAILURE TO REALIZE EXPECTED SAVINGS This document might contain references to third party sources of information hardware or software products or services and or third party web sites collectively the Third Party Information RIM does not control and is not responsible for any Third Party Information including without limitation the content accuracy copyright compliance compatibility performance trustworthiness legality decency links or any other aspect of Third Party Information The inclusion of Third Party Information in this document does not imply endorsement by RIM of the Third Party Information or the third party in any way Installation and use of Third Party Information with RIM s products and services may require one or more patent trademark or copyright licenses in order to avoid infringement of the inte
27. L L LJ J mie D D fp LO La D D D DO D p gt PD F D BlackBerry Enterprise Server for Microsoft Exchange Version 4 1 4 Upgrade Guide BlackBerry Enterprise Server Version 4 1 4 for Microsoft Exchange Upgrade Guide Last modified 25 June 2007 Document ID 12654300 Version 4 At the time of publication this documentation is based on BlackBerry Enterprise Server Version 4 1 4 for Microsoft Exchange Send us your comments on product documentation https www blackberry com DocsFeedback 2007 Research In Motion Limited All Rights Reserved The BlackBerry and RIM families of related marks images and symbols are the exclusive properties of Research In Motion Limited RIM Research In Motion BlackBerry Always On Always Connected and the envelope in motion symbol are registered with the U S Patent and Trademark Office and may be pending or registered in other countries Ace Agent is a trademark of Security Dynamics Technologies Inc Adobe Acrobat and Reader are trademarks of Adobe Systems Incorporated IBM Lotus and Sametime are either registered trademarks or trademarks of International Business Machines Corporation Java JavaScript JDBC and J2SE are trademarks of Sun Microsystems Inc Internet Explorer Microsoft SQL Server Windows Windows Media Windows Server Outlook and Active Directory are trademarks of Microsoft Corporation Novell and GroupWise are trademarks of Novell Inc RSA and Secu
28. able wireless synchronization Preparing to upgrade from BlackBerry Enterprise Server Version 4 0 When you upgrade from BlackBerry Enterprise Server Version 4 0 you upgrade the database schema from earlier versions Prepare for this upgrade by cleaning up the data and creating backups before upgrading the BlackBerry Configuration Database Before you upgrade to BlackBerry Enterprise Server Version 4 1 4 make sure that all BlackBerry Enterprise Servers in your environment that share a BlackBerry Configuration Database are Version 4 0 3 or higher Certain components in earlier versions of the BlackBerry Enterprise Server are not optimized for use with the BlackBerry Enterprise Server Version 4 1 4 Perform system maintenance Perform system maintenance to help minimize the upgrade time and to help promote an uninterrupted upgrade and user migration gt Remove inactive user accounts from the BlackBerry Enterprise Server See the BlackBerry Enterprise Server for Microsoft Exchange Version 4 0 Administration Guide for more information 40 3 Preparing your BlackBerry Enterprise Server environment for upgrade Back up system information gt Perform the following actions Action Procedure Back up the BlackBerry Enterprise Server 1 On the computer on which you plan to upgrade the BlackBerry Enterprise Server open registry settings the Registry Editor 2 Inthe left pane browse to HKEY_LOCAL_MACHINE SOFTWARE Research In Motion
29. aboration Data Objects 1 2 1 or Microsoft Exchange 2003 System Tools with SP2 Review the Microsoft known issues that impact wireless calendar synchronization Install the BlackBerry Enterprise Server in the same Microsoft Exchange Organization as your messaging server Note Do not install Microsoft Exchange 2007 on the computer on which you plan to install the BlackBerry Enterprise Server with MDS Services If you are using Microsoft Exchange 2003 and use unicode text in calendars download and install the following hotfixes e visit http support microsoft com kb 913643 to install the hotfix on the messaging server e visit http support microsoft com kb 923537 en us to install the hotfix on the computer on which you will install the BlackBerry Enterprise Server messaging and If your instant messaging environment supports Microsoft Windows Messenger and you are using TLS asthe O collaboration communication protocol you must install or import one of the following certificates on the computer on which server software you plan to install the BlackBerry Collaboration Service continued e If your instant messaging server is Microsoft Live Communications Server 2005 you must install or import an MTLS certificate e Ifyour instant messaging server is Microsoft Live Communications Server 2005 SP1 you must install or import a server authentication certificate under the computer account Visit www office microsoft com en us FX011526591033 aspx for mo
30. ackBerry Desktop Software and the BlackBerry Device Software installation files using a third party software packaging program 3 Send out the installation files using a third party software distribution program Force the BlackBerry Device Software upgrade gt Ifyou want to force users to upgrade the BlackBerry Device Software set the Force Load Count and Force Load Message IT policy rules See the BlackBerry Enterprise Server System Administration Guide and the BlackBerry Enterprise Server Policy Reference Guide for more information 67 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Confirm that BlackBerry Device Software upgrade was successful gt Perform one of the following actions Action Confirm the upgrade for users who are running the BlackBerry Device Software Version 3 6 Confirm the upgrade for users who are running the BlackBerry Device Software Version 4 0 or later Procedure gt Instruct users to confirm the BlackBerry Device Software version installed on the BlackBerry device e Inthe BlackBerry device options click About e Confirm the wireless handheld version In the BlackBerry Manager in the left pane click a BlackBerry Enterprise Server In the Users list click a user In the lower pane confirm the BlackBerry Device Software version Troubleshooting the BlackBerry device upgrade Resolving issues during the upgrade Symptom Possible solution When users click the
31. ackBerry Enterprise Server using SRP2 Instruct users to connect their BlackBerry devices to the BlackBerry Desktop Manager to activate the BlackBerry devices on the new BlackBerry Enterprise Server Remove the obsolete instance that used SRP2 from that BlackBerry Enterprise Server Repeat steps 1 through 5 for all other SRP addresses You can test the user migration by running the BESMigration tool in preview mode on a copy of the BlackBerry Configuration Database You must upgrade the BlackBerry Configuration Database to Version 4 1 before you can preview the user migration Use the CreateDB tool to upgrade the BlackBerry Configuration Database After you upgrade the test BlackBerry Configuration Database you can use the preview setting to identify any issues that might occur for example identifying inactive user accounts that you cannot migrate and to estimate the time that it should take to migrate user accounts during the upgrade process 36 3 Preparing your BlackBerry Enterprise Server environment for upgrade BESO1 BESO2 BESO3 BESOI lt newserver gt BESO4 BlackBerry Enterprise Server with instances lt oldserver gt besmgmt41 Migrating the user accounts from multiple instances If you are previewing the user migration from a BlackBerry Enterprise Server that uses multiple instances you must use the same definitions for the new BlackBerry Enterprise Server that the setup program uses when it consolidates the instances
32. ame gt 1 4 Check the Serverlnstance for the following values e Ifthe value is 1 this is the primary instance e Ifthe value is not 1 repeat steps 3 through 4 for the remaining server instance keys e Ifyou no longer have an instance with a value of 1 the minimum value for example 2 is the primary instance Add all instances of the BlackBerry gt See the BlackBerry Enterprise Server for Microsoft Exchange Version 3 6 x Enterprise Server that you plan to upgrade to the BlackBerry Enterprise Server Management console Remove all instances of the BlackBerry gt Enterprise Server that you do not plan to upgrade Edit the SRP addresses so that all gt instances use the same address Move all instances that connect to 1 different SRP addresses to new computers 2 3 4 5 6 Preview the user migration Administration Guide for more information See the BlackBerry Enterprise Server for Microsoft Exchange Version 3 6 x Installation and Getting Started Guide for more information See the BlackBerry Enterprise Server for Microsoft Exchange Version 3 6 x Administration Guide for more information Install the BlackBerry Enterprise Server Version 3 6 on a new computer using the different SRP address for example SRP2 na blackberry net Add the BlackBerry Enterprise Server to the BlackBerry Enterprise Server Management console In the management console move the user accounts from the instance using SRP2 to the new Bl
33. an automatic wireless synchronization to occur Choosing a BlackBerry Device Software upgrade option Upgrade option Description Advantages Disadvantages User impact Enable users to upgrade This upgrade process e youcanuseashared you cannot manage users musthave either the BlackBerry Device requires you to install the network drive to make BlackBerry Device the BlackBerry Software at their BlackBerry Device the BlackBerry Device Software upgrades Desktop Software computers Software and the Software upgrade using software Version 3 6 or later or BlackBerry Application available to users configurations the BlackBerry Loader in a shared e you can enable users you cannotforce users Handheld Manager network drive that is to upgrade their to upgrade their Version 3 6 or later accessible by computers in BlackBerry devices at BlackBerry Device installed on their your organization their computers by Software computers sending thema linkto e this upgrade process the BlackBerry Device increases network Software installation traffic to the network files drive e you can automate the BlackBerry Device Software upgrade loading process to remove user interaction for USB BlackBerry devices e you can upgrade BlackBerry devices remotely BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Upgrade option Upgrade the BlackBerry Device Software at a central computer or kiosk Push the BlackBerry Device Software and BlackBerry
34. and port of the proxy server Note If you are using a pac file to configure the connection you can specify the file after the installation completes Install the BlackBerry Enterprise Server Version 4 1 4 ona new computer When you install the new BlackBerry Enterprise Server use the same name and the same SRP credentials as one of the BlackBerry Enterprise Servers that you plan to replace In a Version 3 6 environment you can use the name and credentials from the primary instance See Prepare to consolidate multiple instances of the BlackBerry Enterprise Server on page 35 for more information about identifying the primary instance Log in to your computer using the BESAdmin service account Double click the setup exe file Complete the instructions on the screen When prompted to restart the computer click Yes Log in using the same account that you used for the setup program Au RWN Create or specify a new BlackBerry Configuration Database during the installation Do not upgrade your existing BlackBerry Configuration Database N Complete the instructions on the screen 8 Before completing the setup program clear the Start Service s option Migrate the user accounts 1 Onthe BlackBerry Enterprise Server on which the user accounts reside at the command prompt switch to the Tools folder in the BlackBerry Enterprise Server installation media 2 Type besmigration exe 50 6 Upgrading the BlackBerry Enterpris
35. any BlackBerry Enterprise Server installation that includes the Policy Server 1 Onthe computer on which you installed the new BlackBerry Enterprise Server open the Registry Editor 2 In the HKEY_LOCAL_MACHINE SOFTWARE Research In Motion BlackBerry Enterprise Server BlackBerry IT Admin Server key create the following DWORD values SBThrottlingEnabled Set to 1 e SBThrottleLimit Set in decimal format to the maximum number of service books the BlackBerry Enterprise Server should send every hour The default is 60 Start the new BlackBerry Enterpriser Server Verify that the BlackBerry Enterprise Server from which you copied the SRP credentials is stopped before starting the new BlackBerry Enterprise Server 1 In the Windows Services panel start the BlackBerry services in the following order e BlackBerry Controller e BlackBerry Router e BlackBerry Dispatcher e all remaining services 2 Inthe BlackBerry Manager start the BlackBerry Enterprise Server and other BlackBerry services Reactivate user accounts gt Activate BlackBerry devices over the wireless network or serially Troubleshooting the BlackBerry Enterprise Server upgrade Resolving issues during the upgrade Symptom Possible solution One of the third party tools installed by the setup program 1 Inthe BlackBerry Enterprise Server installation media open the Tools does not install successfully and the setup program ends folder and locate the program that you wan
36. atabase instead of SQL authentication By default this parameter is set to False Note Your account must have server administrator and database owner permissions gt Type the SQL authentication user name By default this parameter is set to System Administrator Note If you want to use a different account it must have server administrator and database owner permissions gt Type the SQL authentication password By default this parameter is blank gt Type the interval at which you want progress reported By default this parameter is set to 10 For example to back up a BlackBerry Configuration Database named BESMgmt to a folder called DB_backup_folder using the SQL credentials sqlusername and sqlpassword type BlackBerryDBBackup exe d BESMgmt f C DB_backup_folder U sqlusername P sqlpassword 4 Press ENTER 41 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide 42 Configuring your environment Configuring Microsoft Exchange to support wireless calendar synchronization Setting database permissions Configuring Microsoft Exchange to support wireless calendar synchronization The BlackBerry Enterprise Server uses Microsoft Exchange System Manager tools to support wireless calendar synchronization with the Microsoft Exchange messaging server The version of the Microsoft Exchange System Manager tools that you install on the BlackBerry Enterprise Server must match the version including service pack that
37. can add user accounts back to the old BlackBerry Enterprise Server if you encounter any problems on the new one you can move to new server hardware and start with a clean environment you experience minimal service interruption using this upgrade process because user accounts remain active on the old BlackBerry Enterprise Server until you start the new BlackBerry Enterprise Server you can migrate user accounts to the new BlackBerry Enterprise Servers at your own pace you can move user accounts gradually to limit the number of service books and IT policies that the BlackBerry Policy Service sends at one time you can monitor system performance as you add user accounts you can reorganize your BlackBerry environment during the upgrade by changing user distribution patterns Disadvantages you require one extra computer if you upgrade from a version earlier than BlackBerry Enterprise Server Version 4 0 the BlackBerry Enterprise Server takes longer that it did previously to start because it sends new service books to all the BlackBerry devices that are capable of wireless synchronization you require additional computers you require additional SRP credentials if you are moving user accounts from one BlackBerry Configuration Database to another BlackBerry device options that you back up to the BlackBerry Configuration Database are lost during this move User impact BlackBerry devices runn
38. ckBerry Device Software Version 4 0 or later In the Users list click a user In the lower pane confirm the BlackBerry Device Software version Confirm the upgrade for users who In the BlackBerry Manager in the left pane click a BlackBerry Enterprise Server are running the BlackBerry Device Software Version 4 0 or later and are assigned a software configuration In the Users list click a user wn te wWN In the lower pane check the user s system status message e Upgrade Required the user has not yet upgraded the BlackBerry Device Software using the assigned software configuration e Up to date the user has upgraded the BlackBerry Device Software using the assigned software configuration Note When you upgrade the BlackBerry Device Software the version of the BlackBerry Device Software on the BlackBerry device does i not update immediately in the BlackBerry Manager It might take several minutes before the BlackBerry Configuration Database synchronizes the version of the BlackBerry Device Software that displays in the BlackBerry Manager with the version of the BlackBerry Device Software that is installed on the BlackBerry device Sending the BlackBerry Device Software upgrade to user computers Use this upgrade option to push the BlackBerry Desktop Software and the BlackBerry Device Software installation package to the computers of BlackBerry device users and install the software on their computers automatically using th
39. createdb exe file This folder must already exist Save the file and close it At the command prompt type CreateDB exe lt path gt BESMgmt cfg Press ENTER 3 Atthe command prompt switch to the Tools folder in the BlackBerry Enterprise Server installation media 4 Type besmigration exe 38 3 Preparing your BlackBerry Enterprise Server environment for upgrade 5 Type any of the following parameters in the order in which they appear Parameter s lt MAPI profile gt lt old server gt lt new server gt d lt DB server name gt lt DB name gt W u lt username gt lt password gt P Procedure 1 gt Type the MAPI profile to use when migrating BlackBerry Enterprise Server and user account information Type the name of the BlackBerry Enterprise Server or instance from which you are migrating user accounts Type the name of the BlackBerry Enterprise Server primary instance to which you are migrating user accounts Type the computer name and the database name of the BlackBerry Configuration Database Type the name of and the path to the log file Note If the migration fails for any reason check this log file for error messages gt Type the name of and the path to the status file used to track the progress of the migration Note On subsequent migration attempts the BESMigration tool reads this file to determine which user records already exist in the BlackBerry Configuration Database
40. crosoft Windows Server 2003 SP1 22 2 System requirements Considerations You must manage the BlackBerry Configuration Database using a BlackBerry Manager that is configured to support the database O management system DBMS type You select the DBMS type of the BlackBerry Manager during the BlackBerry Enterprise Server installation The version of MSDE 2000 MSDE 2000 Release A provided with the BlackBerry Enterprise Server does not support upgrading O from a previous version of MSDE Visit www support microsoft com kb 829925 for more information If you are using Microsoft SQL Server install the program using the default case insensitive collation setting The collation setting O for the BlackBerry Configuration Database must be the same as the collation setting for the database server If you are using Microsoft SQL Server you can install the BlackBerry Configuration Database on a nondefault instance During O the installation process you can specify servername instancename If the BlackBerry Configuration Database is on a remote computer or you want to use a remote BlackBerry Manager you must O enable named pipes and TCP IP network protocols If you are installing the BlackBerry MDS Services you must install the BlackBerry MDS Services databases on the same DBMS and O on the same database server as the BlackBerry Configuration Database Ifyou are installing the BlackBerry MDS Services and if you are using Microsoft SQL Server th
41. d users the full BlackBerry Desktop Software to enable them to synchronize organizer items and manage message redirection If users have installed the S MIME Support Package on their BlackBerry devices send them the BlackBerry Desktop Software They require the certificate synchronization tool of the BlackBerry Desktop Software to synchronize certificates and private keys 1 Visit www blackberry com support downloads to obtain the BlackBerry Desktop Software installation files 62 aun RF w N N 8 Upgrading BlackBerry Device Software Copy the BlackBerry Desktop Software installation files to a network drive If applicable extract the BlackBerry Desktop Software files from the exe file to the network drive On the network drive open the setup ini file At the bottom of the setup ini file type INSTALL_OPTIONS Use the install txt file which is included with the BlackBerry Desktop Software as a reference to configure the installation settings Save the setup ini file In an email message add the path to the BlackBerry Desktop Software installation file on the network drive Specify the installation type based on the BlackBerry Desktop Software components that users require to automate the BlackBerry Desktop Software installation process e BlackBerry Desktop Manager lt shared computer name gt setup exe s e BlackBerry Desktop Manager and BlackBerry Certificate Synchronization Manager lt shared computer name gt set
42. download Microsoft Office Communicator 2005 Trial Edition Install the Microsoft Office Communicator 2005 client on the computer on which the BlackBerry Collaboration Service is located Use Microsoft Office Communicator 2005 to connect to the Microsoft Live Communications Server If a connection cannot be made confirm that you have installed or imported the required authentication certificates 6 Upgrading the BlackBerry Enterprise Server using a cutover process Checklist Confirm the upgrade preparation on the existing BlackBerry Enterprise Servers Checklist Confirm the installation requirements on the new computer Install the BlackBerry Enterprise Server Version 4 1 4 on a new computer Migrate the user accounts Stop the old BlackBerry Enterprise Server Improve the startup performance of the BlackBerry Enterprise Server Start the new BlackBerry Enterpriser Server Reactivate user accounts Troubleshooting the BlackBerry Enterprise Server upgrade Checklist Confirm the upgrade preparation on the existing BlackBerry Enterprise Servers Step Perform system maintenance on the existing BlackBerry Enterprise Servers Oo oO Back up system information on the existing BlackBerry Enterprise Servers Estimate the time that it should take to migrate user accounts during the upgrade process See Preview the user migration on O page 36 for more information Verify that applications connect to the Mobile Data Service on standard
43. e to migrate users from a BlackBerry Enterprise Server instance named BESO2 to the new BlackBerry Enterprise Server named BESO using a MAPI profile named BESAdmin with a database server named sqlserverl and a new BlackBerry Configuration Database named besmgmt41 and to write migrate log and status tmp files to the root directory type besmigration exe s BESADMIN BESO2 BESO1 d sqlserverl besmgmt41 migrate log t status tmp w 4 Press ENTER Stop the old BlackBerry Enterprise Server After you migrate the user accounts to the new BlackBerry Enterprise Server you must prevent the old BlackBerry Enterprise Server from connecting to the wireless infrastructure If you attempt to connect two BlackBerry Enterprise Servers to the wireless infrastructure using the same SRP credentials the credentials are deactivated 1 In the Windows Services panel stop all BlackBerry services 2 Set the startup type for all BlackBerry services to Disabled 51 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Improve the startup performance of the BlackBerry Enterprise Server After some BlackBerry Enterprise Server upgrades new service books are sent to every BlackBerry device Sending all the new service books at once can result in slow startup times To improve startup performance set a limit to how many service books the BlackBerry Enterprise Server sends each hour Complete the following task on
44. e BlackBerry Enterprise Server or on a remote database server BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide If you create the BlackBerry Configuration Database on the same computer as the BlackBerry Enterprise Server you also install a custom event based notification system that is designed to reduce the number of database queries made by the BlackBerry Enterprise Server to the BlackBerry Configuration Database You require a higher level of permission for this installation because you must register this database notification system If you create the BlackBerry Configuration Database on a remote database server you do not install the database notification system automatically so you require a lower level of permission You can install the database notification system manually after you complete the setup program If you install the BlackBerry MDS Services you must use a database login instead of a Windows account to create and access the BlackBerry MDS Services databases If you are using a database login to create the BlackBerry Configuration Database you must use a different login for the BlackBerry MDS Services databases The BlackBerry MDS Services store their BlackBerry MDS Service database access credentials in plain text form in lt Installation directory gt BlackBerry MDS Services 4 11 jakarta tomcat 5 5 9 conf server xml To protect the access credentials in that storage location you must limit read and write cont
45. e DB_InstallV lt YYMMDDHHMMSS gt log where lt YYMMDDHHMMSS gt specifies the date and time in 24 hour clock format when you upgraded the BlackBerry Configuration Database Check the log file for errors On the server where the BlackBerry Configuration Database is located at the command prompt switch to the Tools folder in the BlackBerry Enterprise Server installation media Type BlackBerryD BRestore exe Type the same parameters that you used when you created the database backup See Back up the BlackBerry Configuration Database on page 41 for more information Press ENTER In the BlackBerry Enterprise Server installation media open the Tools folder and locate the program that you want to install Install the third party tool manually Restart the setup program 47 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Symptom When you start the setup program the message Previous version detected but no database available appears and the setup program ends You were not prompted to edit or confirm the MAPI profile during the installation When you install service pack 1 to a previously installed version of Microsoft NET Framework Version 1 1 the setup program prompts you for access to the original installation media for Microsoft NET Framework Version 1 1 Possible solution Verify that the registry keys identifying your BlackBerry Configuration Database are present 1 4 On
46. e Microsoft SQL Server must support O mixed mode authentication If you install the BlackBerry Configuration Database on MSDE 2000 you receive a prompt to accept this change in authentication If you are installing the BlackBerry MDS Services you must use SQL authentication to create the BlackBerry MDS Services oO databases If you are using SQL authentication to create the BlackBerry Configuration Database you must use a different SQL account to create the BlackBerry MDS Services databases Note The BlackBerry MDS Services store their BlackBerry MDS Services database access credentials in plain text form in lt installation directory gt MDSS jakarta tomcat 5 5 9 conf server xml To protect the access credentials in that storage location you must limit read and write control to that location System requirements for remote components If you plan to install BlackBerry components on remote computers you must confirm that those computers meet the system requirements Checklists Description Reference Checklist BlackBerry MDS Services system This checklist describes the software and settings that are requiredon See page 24 requirements the computer on which you plan to install the BlackBerry MDS Services Checklist BlackBerry Enterprise Server with This checklist describes the software and settings that are requiredon See page 25 the BlackBerry MDS Services system the computer on which you plan to install the BlackBerry Enterprise requireme
47. e Server using a cutover process 3 Type any of the following parameters in the order in which they appear Parameter s lt MAPI profile gt lt old server gt lt new server gt d lt DB server name gt lt DB name gt W u lt username gt lt password gt Procedure 1 Type the MAPI profile to use when migrating the BlackBerry Enterprise Server and user account information 2 Type the name of the BlackBerry Enterprise Server or instance from which you are migrating users 3 Type the name of the BlackBerry Enterprise Server to which you are migrating users Note When you migrate users from the primary instance on the old BlackBerry Enterprise Server to the new BlackBerry Enterprise Server the lt old server gt and lt new server gt names must be the same gt Type the computer name and the database name of the BlackBerry Configuration Database gt Type the name of and the path to the log file Note If the migration fails for any reason check this log file for error messages gt Type the name of and the path to the status file used to track the progress of the migration Note On subsequent migration attempts the BESMigration tool reads this file to determine which user records already exist in the BlackBerry Configuration Database gt Include this parameter to write status and progress information to the registry gt Ifyou are using database authentication type the login and password For exampl
48. eneaeeseseeaeeees 9 Upgrading to BlackBerry Enterprise Server Version 4 1 4 cessssessessessessesseeseeseeseeseesesseeseesesseeaeeseeneeneens 9 Confirm the version from which you are upgrading sccsecssessssssessessesseessessecsecssecseeseesseeseeseenseess 9 Changes to the BlackBerry Enterprise Server Version 3 5 2 and earlier environment 9 Changes to the BlackBerry Enterprise Server Version 3 6 EnViIrOnMeNt scsssesseseeeeteeteenees 10 Changes to the BlackBerry Enterprise Server Version 4 0 environMent sccsssseeeeeeees 10 Choosing a BlackBerry Enterprise Server upgrade Option seesecsesseeseesesseeseeseessececssceseeeceueeeceeseesseees 11 Upgrading to BlackBerry Device Software Version 4 1 and later c sseesssssssssessessecseesesseeseesseesseeseeess 13 Choosing a BlackBerry Device Software Upgrade Option cssesssessesseesesseesessessuecseessecsesseessesseeseenees 13 Additional upgrade reSOUrCES sesssessessessesessessessesseesesscsscsuceussucsussecsuseucsessucsussessssessesaesaeeaeenessesseeateaeenees 15 2 SYSUE MME GUN E IMG INES jaca seresccas cons cc assa e a E RT A GAE Hardware requirements esses c csscdesicsssebsvrstvacesnscseasesesssassecssacascuedetaveutsvevensbesedeacesveasavasiasionnsvieas ectedansaeeeierideaties System requirements for the BlackBerry Enterprise Server secssssssessesssecsessessseesueeseessecstesseeseesseeseenees Checklist
49. er 1 On the computer on which you plan to upgrade the BlackBerry Enterprise Server open registry settings the Registry Editor In the left pane browse to HKEY_LOCAL_MACHINE SOFTWARE Research In Motion Back up all the registry keys Back up the BlackBerry Enterprise Server log files Back up the BlackBerry Enterprise Server log files to another computer Nm wWN Delete the log files from the BlackBerry Enterprise Server computer Prepare to consolidate multiple instances of the BlackBerry Enterprise Server When you upgrade multiple instances of the BlackBerry Enterprise Server the setup program makes the name of the primary instance the new BlackBerry Enterprise Server name After defining this new name the setup program migrates all user accounts to this BlackBerry Enterprise Server and then deletes all other service information files and registry settings from the obsolete instances At the time of the upgrade the user s BlackBerry device continues to function correctly The user account association to the old Server Routing Protocol SRP identifier is maintained until the BlackBerry device receives new service books that contain the SRP identifier of the new BlackBerry Enterprise Server If users have BlackBerry Device Software Version 4 0 or later they receive the service books over the wireless network If users have a version of the BlackBerry Device Software earlier than 4 0 they receive the service books the next time they
50. er cannot change proxy settings on a BlackBerry MDS Connection Service at Version 4 1 0 or Version 4 11 You must re type the BlackBerry MDS Services proxy settings created on Version 4 1 0 or Version 4 11 in the BlackBerry Manager after you upgrade to Version 4 1 2 or later Example 1 Upgrade BlackBerry Enterprise Servers at Version 4 0 3 using a phased process This example shows how to upgrade a BlackBerry Domain of BlackBerry Enterprise Servers at Version 4 0 3 You create one new BlackBerry Enterprise Server Version 4 1 4 and use this as the first destination server in a series of user moves and in place upgrades 57 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Before you upgrade to BlackBerry Enterprise Server Version 4 1 4 make sure that all BlackBerry Enterprise Servers in your environment that share a BlackBerry Configuration Database are Version 4 0 3 or higher Certain components in earlier versions of the BlackBerry Enterprise Server 4 0 are not optimized for use with the BlackBerry Enterprise Server Version 4 1 4 When you install the BlackBerry Enterprise Server Version 4 1 4 you specify the existing BlackBerry Configuration Database so that it upgrades to Version 4 1 4 After you complete the upgrade you must upgrade any additional installations of the BlackBerry Manager so that they are at the same version as the BlackBerry Configuration Database When you move user accounts between BlackBerry Enterpri
51. erry Manager to Version 4 1 4 gt Upgrade additional installations of the BlackBerry Manager in your BlackBerry Domain to Version 4 1 4 if applicable Move user accounts to the new BlackBerry Enterprise gt Move user accounts to the BlackBerry Enterprise Server Version 4 1 4 Server See the BlackBerry Enterprise Server System Administration Guide for more information Upgrade the empty BlackBerry Enterprise Server to gt Upgrade the BlackBerry Enterprise Server to Version 4 1 4 See Version 4 1 4 using an in place upgrade process Upgrading the BlackBerry Enterprise Server using an in place process on page 45 for more information 58 7 Upgrading the BlackBerry Enterprise Server using a phased process Example 2 Upgrade BlackBerry Enterprise Servers at Version 4 0 and earlier using a phased process The following tasks show how to upgrade several BlackBerry Enterprise Servers at Version 4 0 and earlier including the optional creation of a new BlackBerry Configuration Database Upgrade the BlackBerry Enterprise Server at Version 4 0 and earlier and create a new BlackBerry Configuration Database You do not have to replace the existing BlackBerry Configuration Database before you perform the upgrade doing so results in more administrative tasks However you might choose to make this change as part of an update to your overall BlackBerry environment for example a change in hardware gt Perform the following actions Action P
52. eseseeseens Managing a mixed version ENVIFONMENL c ccscsessessesesesessessesesscsesscsessecesseesesessseussesessesseseeseeseseenees BlackBerry Mobile Data Service BlackBerry MDS Connection Service considerations 55 BlackBerry Enterprise Server Version 4 1 2 or later CONSIGEratiOnS eeesseeseeseeeeseeseeseeseeseenes 56 Example 1 Upgrade BlackBerry Enterprise Servers at Version 4 0 3 using a phased process 57 Example 2 Upgrade BlackBerry Enterprise Servers at Version 4 0 and earlier using a phased process 59 Upgrade the BlackBerry Enterprise Server at Version 4 0 and earlier and create a new BlackBerry Configuration Database cssssssssssssesssssssssssssesssssscsosssessssssssssssssesecsssssusessssacsssssassssssscsaesssssseessssess 59 Upgrade the BlackBerry Enterprise Server at Version 4 0 and earlier and keep the existing Black Berry Configuration Database seecccssesssssssssessessssssecssessscsesssecsessuscsecsecsessscsssesueesecescsueesscssessneenseees 60 8 Upgrading BlackBerry Device SoftWare vi scccccssscsssscsssscssscsascsssnscesonsensnnscdseusenteasadscasanscouacecasseustsanestcdescoustnctas 61 Enabling users to upgrade the BlackBerry Device Software at their computers ecssecseesseeseeseeees 61 Checklist Confirm the upgrade requireMentt cccsecssessessscseesecsesssessscseseseesecseeseeeseeseesseesseeseeneees 61 Add the BlackBerry Device Software to the network drive
53. evices that are capable of wireless synchronization User impact BlackBerry devices running BlackBerry Device Software Version 4 0 or later receive new service books and wireless synchronization occurs all BlackBerry devices receive new IT policies BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Upgrade option Upgrade the BlackBerry Enterprise Server using a cutover process Upgrade the BlackBerry Enterprise Server using a phased process Description The cutover upgrade process installs BlackBerry Enterprise Server Version 4 1 4 on a new computer and migrates user accounts and server information from the old BlackBerry Enterprise Server to the new one After you migrate the user accounts and server information you stop the old BlackBerry Enterprise Server and start the new one This upgrade process uses the same SRP credentials on both the old and new BlackBerry Enterprise Servers Use this upgrade process only when upgrading from BlackBerry Enterprise Server Version 3 6 The phased upgrade process maintains earlier versions of the BlackBerry Enterprise Servers while you gradually create Version 4 1 4 BlackBerry Enterprise Servers and migrate user accounts to them In a mixed version environment that includes BlackBerry components at Version 4 1 4 the BlackBerry Manager must not be at a higher version than the BlackBerry Configuration Database Advantages you
54. f the following operating systems on the computer on which you plan to install the BlackBerry Oo Router e Microsoft Windows 2000 Server or Advanced Server editions e Microsoft Windows Server 2003 e Microsoft Windows XP Install Adobe Acrobat Reader Version 3 0 or later so that you can view the product guides Oo Install Microsoft XML Parser Version 4 0 SP2 or later You can install this program during the BlackBerry Enterprise Server installation You can install the BlackBerry Router in a perimeter network demilitarized zone oO Verify that the firewall settings permit the BlackBerry Router computer to initiate a two way TCP IP connection to an external server on port 3101 Verify that the corporate firewall can resolve Internet addresses using the DNS Verify that the proxy is transparent if you are using a proxying firewall BlackBerry MDS Connection Service system requirements Considerations Install one of the following operating systems on the computer on which you plan to install the BlackBerry MDS O Connection Service e Microsoft Windows 2000 Server or Advanced Server editions e Microsoft Windows Server 2003 e Microsoft Windows XP If you are using RSA SecurID authentication you must install the Security Dynamics Technologies Ace Agent O for Microsoft Windows Version 5 0 on the computer on which you plan to install the BlackBerry MDS Connection Service Install Adobe Acrobat Reader Version 3 0 or later so that yo
55. ging Queue MSMQ Version 3 0 required for Microsoft Windows Messenger support Note If you install MSMQ separately from Windows Server 2003 clear the default Active Directory Integration and Triggers subcomponents and select only the Common subcomponent Install Microsoft NET Framework Version 1 1 SP1 is required for Microsoft Windows Messenger support You can install this program during the BlackBerry Enterprise Server installation If Microsoft NET Framework Version 2 0 is installed the setup program still installs Version 1 1 or Version 1 1 SP1 If Microsoft NET Framework Version 1 1 is installed in a language other than English you must download and install SP1 in the appropriate language Visit www microsoft com netframework downloads for more information Install one of the following Microsoft Data Access Component MDAC versions on the computer on which you plan to install the BlackBerry Enterprise Server e MDAC Version 2 8 with Security Patch MSO4 003 Version 2000 85 1025 00 e MDAC Version 2 8 SP2 Version 2000 86 1830 00 Note MDAC Version 2 8 SP2 is shipped only with Microsoft Windows Server 2003 SP1 Install Java 2 Platform Standard Edition J2SE Runtime Environment Version 5 0 update 9 You can install this program during the BlackBerry Enterprise Server installation If you are using Microsoft Exchange 2007 install the Internet Service Manager component of Internet Information Services from your Micr
56. grade requirements Upgrade the BlackBerry Enterprise Server Improve the startup performance of the BlackBerry Enterprise Server Troubleshooting the BlackBerry Enterprise Server upgrade process Checklist Confirm the upgrade requirements Use the following checklist to confirm that you are ready to start the upgrade Step Verify that you have met all the system requirements See System requirements for the BlackBerry Enterprise Server on page17 O for more information You can upgrade from BlackBerry Enterprise Server Version 2 1 5 Version 3 5 2 and Version 3 6 3 or later and Version 4 0 or later O Perform system maintenance Oo Back up system information Oo Upgrade from Microsoft Exchange Version 5 5 administrative extensions if you are upgrading from a version earlier than Oo BlackBerry Enterprise Server Version 3 6 See Migrate BlackBerry Enterprise Server information from Microsoft Exchange 5 5 administration extensions on page 31 for more information Prepare for instance consolidation if you are upgrading from BlackBerry Enterprise Server Version 3 6 See Prepare to Oo consolidate multiple instances of the BlackBerry Enterprise Server on page 35 for more information Estimate the time that it should take to migrate user accounts during the upgrade process See Preview the user migration on O page 36 for more information Verify that applications connect to the BlackBerry Mobile Data Service on standard
57. he BlackBerry Servers Version 2 1 5 information from the Microsoft configuration list from the Configuration container Exchange 5 5 administration extensions 2 Save the server configuration information to a text file Create the BlackBerry Configuration Database 1 In the BlackBerry Enterprise Server Version 2 1 5 installation media open the if it does not already exist BESManMMC folder Double click the setup exe file 3 Follow the instructions on the screen to create the BlackBerry Configuration Database See the BlackBerry Enterprise Server Management MMC Snapin Software Version 2 1 Installation amp Getting Started Guide for more information Import the BlackBerry Enterprise Server gt Using the BlackBerry Enterprise Server Management console import the text file information that contains the BlackBerry Enterprise Server configuration information BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Action Procedure Remove the BlackBerry Enterprise Server gt On the taskbar click Start gt Programs gt BlackBerry Enterprise Server gt administration extensions Uninstall Administration Extension Warning The WinBBinstaller tool is required to remove the Microsoft Exchange 5 5 administration extensions after upgrading and importing any system information Contact technical support to obtain a copy of the WinBBinstaller tool Perform system maintenance Perform system maintenance to help minimize the upgrade t
58. he Terminal Services program using Application Server mode and then install the BlackBerry Enterprise Server unpredictable results might occur If your operating system is Microsoft Windows Server 2003 you can install and access the BlackBerry Enterprise Server using the O Microsoft Remote Desktop Connection program that is included with Microsoft Windows Server 2003 Note Do not install the Terminal Services program If you install the Terminal Services program on Microsoft Windows Server 2003 the Terminal Services program installs in Application Server mode automatically which RIM does not recommend Checklist Database environment settings Considerations Install one of the following database programs on the computer on which you plan to install the BlackBerry Configuration oO Database e Microsoft SQL Server 2000 Desktop Engine MSDE 2000 e Microsoft SQL Server 2000 SP3a e Microsoft SQL Server 2005 Standard Enterprise or Express Notes If you are installing BlackBerry MDS Services you cannot use Microsoft SQL Server 2005 Express as your database program You can install MSDE 2000 during the BlackBerry Enterprise Server installation Install one of the following MDAC versions on the computer on which you plan to install the BlackBerry Configuration Database O e MDAC Version 2 8 with Security Patch MSO4 003 Version 2000 85 1025 00 e MDAC Version 2 8 SP2 Version 2000 86 1830 00 MDAC Version 2 8 SP2 is shipped only with Mi
59. hen migrating user accounts You encounter errors while upgrading the BlackBerry Configuration Database You cannot resolve errors that occur when upgrading the BlackBerry Configuration Database and you want to restore the backup that you made with the BlackBerry Database Backup tool One of the third party tools installed by the setup program does not install successfully and the setup program ends Possible solution 1 2 3 1 Browse to the location that you specified for the migration log file Check the log file for errors Preview the user migration again using the e parameter to create an extended log file that contains events reported by other components for example the BlackBerry Configuration Database Notes The the extended log file contains user s BlackBerry information that is stored in the mailbox which may be sensitive for example encryption keys The extended log file is large so the computer on which you create the log file must have a large volume of free hard disk space Remove the user accounts from the BlackBerry Enterprise Server before you start the upgrade Add the user accounts to the BlackBerry Enterprise Server when the upgrade is complete Activate users BlackBerry devices over the wireless network Browse to the C Program Files Research In Motion BlackBerry Enterprise Server Logs Installer folder or to the location that you defined in the setup program Locate th
60. hich you plan to install the BlackBerry Enterprise Server if you want to support specific security features This checklist describes the configuration that is required on the computer on which you plan to install the BlackBerry Enterprise Server if you want to support localized message content This checklist describes the configuration that is required on the computer on which you plan to install the BlackBerry Enterprise Server if you have a virtual computer environment This checklist describes the additional software that is required on the computer on which you plan to install the BlackBerry Enterprise Server if you want to read the documentation and help file or if you want to implement multiple BlackBerry devices from a single computer Reference See page 18 See page 19 See page 19 See page 20 See page 20 See page 20 BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide Checklist Operating system requirements Qe Note You must install the most current service pack for each Microsoft product Considerations Install one of the following operating systems on the computer on which you plan to install the BlackBerry Enterprise Server e Microsoft Windows 2000 Service Pack SP 4 Server or Advanced Server editions e Microsoft Windows Server 2003 SP1 is required for Microsoft Windows Messenger support and if you are using Microsoft Exchange 2007 Install Microsoft Messa
61. ime and to help promote an uninterrupted upgrade and user migration gt Remove inactive user accounts from the BlackBerry Enterprise Server See the BlackBerry Enterprise Server for Microsoft Exchange Version 3 5 2 Administration Guide or the BlackBerry Enterprise Server Software for Microsoft Exchange 5 5 Version 2 1 Administration and Getting Started Guide for more information Verify BlackBerry device assignments Use the HandheldCleanup tool to locate out of date assignments between BlackBerry devices and user mailboxes This tool checks for any BlackBerry devices that are assigned to user mailboxes that do not have a current server domain name When the tool locates user mailboxes with different server domain names it changes the server domain name to the Global Address List server domain name and adds the BlackBerry device to the report list 1 Atthe command prompt switch to C Program Files Research In Motion BlackBerry Enterprise Server Utility 2 Type HandheldCleanup exe 3 Type any of the following parameters in the order in which they appear Parameter Procedure d lt filename gt p lt MAPI profile name gt 1 Type the name of the file in which to save information for each BlackBerry device on the BlackBerry Enterprise Server 2 Type the name of the Messaging Application Programming Interface MAPI profile that you use to connect to the messaging server Notes If you do not specify a file name the informatio
62. ing BlackBerry Device Software Version 4 0 or later receive new service books and wireless synchronization occurs all BlackBerry devices receive new IT policies BlackBerry devices running BlackBerry Device Software Version 4 0 or later receive new service books and wireless synchronization occurs all BlackBerry devices receive new IT policies 1 Planning to upgrade your BlackBerry environment Upgrading to BlackBerry Device Software Version 4 1 and later When you upgrade the BlackBerry Enterprise Server you might also want to upgrade the BlackBerry Device Software so that users can use the BlackBerry Enterprise Server Version 4 1 4 features You are not required to upgrade the BlackBerry Device Software The BlackBerry Enterprise Server Version 4 1 4 supports BlackBerry devices that are running BlackBerry Device Software Version 4 0 x and earlier You can upgrade only BlackBerry devices with 32 MB of flash memory to BlackBerry Device Software Version 4 1 To upgrade the BlackBerry Device Software you must connect a BlackBerry device to a computer You cannot distribute the BlackBerry Device Software over the wireless network If users BlackBerry devices are running BlackBerry Device Software Version 4 0 or later wireless synchronization occurs after the BlackBerry Enterprise Server upgrade completes Visit www blackberry com knowledgecenterpublic to read article KB 04295 for more information about which software versions cause
63. ion Procedure Confirm the upgrade for userswho gt _ Instruct users to confirm the BlackBerry Device Software version installed on the BlackBerry are running the BlackBerry Device device Software Version 3 6 e Inthe BlackBerry device options click About e Confirm the wireless handheld version Confirm the upgrade for userswho 1 In the BlackBerry Manager in the left pane click a BlackBerry Enterprise Server are running the BlackBerry Device In the Users list click a user Software Version 4 0 or later In the lower pane confirm the BlackBerry Device Software version Upgrading the BlackBerry Device Software at a central computer or kiosk Use this upgrade method to define a software configuration for BlackBerry devices in your organization In the software configuration point to the shared network location of the BlackBerry Device Software that you want to install on a specific BlackBerry device model Checklist Confirm the upgrade requirements Considerations Verify that the central computer or kiosk can access the network drive o Verify that the network drive is in close proximity to the central computer or kiosk to decrease bandwidth over your corporate LAN O Copy the software to other regional network drives if applicable in your environment o Verify that the lt drive gt Program Files Common Files Research In Motion folder is shared with read only permissions oO Add the BlackBerry Device Software to the netwo
64. ird party software packaging and distribution programs This upgrade option uses the BlackBerry Application Loader that is installed on users computers to load the BlackBerry Device Software onto the BlackBerry device You can force users to upgrade their BlackBerry Device Software through IT policies The IT policies define the number of times that users can restart the BlackBerry Desktop Manager before they are forced to upgrade their BlackBerry Device Software Add the BlackBerry Desktop Software installation files to the network drive 1 Visit www blackberry com support downloads to obtain the BlackBerry Desktop Software 2 On the network drive copy the BlackBerry Desktop Software installation files to a network drive 3 If applicable extract the installation files from the exe file to the network drive 4 On the network drive open the setup ini file 66 8 Upgrading BlackBerry Device Software 5 Atthe bottom of the setup ini file type INSTALL_OPTIONS 6 Use the install txt file which is included with the BlackBerry Desktop Software as a reference to configure the installation settings 7 Save the setup ini file Add the BlackBerry Device Software installation files to the network drive 1 Obtain the BlackBerry Device Software installation file from your service provider 2 On the network drive in the installation directory create a Device folder 3 Inthe Device folder add the required BlackBerry Device S
65. istrator server software Microsoft Exchange 2000 System Manager e Microsoft Exchange 2003 System Manager e Microsoft Outlook 2000 Corporate or Workgroup installation e Microsoft Outlook 2002 XP Corporate or Workgroup installation e Microsoft Outlook 2003 Corporate or Workgroup installation e Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1 2 1 see http support microsoft com kb 929590 for more information e if you are using Microsoft Exchange 2007 either Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1 2 1 or Microsoft Exchange 2003 System Tools with SP2 multilanguage Set your language preferences in Microsoft Internet Explorer to display encoded web pages correctly oO support additional Install Adobe Acrobat Reader Version 3 0 or later so that you can view the product guides Oo software Set Microsoft Internet Explorer Version 4 0 or later with Java or JavaScript enabled as your default browser so that you can view the online help Install Microsoft XML Parser Version 4 0 SP2 or later You can install this program during the BlackBerry Enterprise Server installation 28 Checklist System requirement operating system additional software network environment settings Checklist System requirement operating system security support additional software 2 System requirements BlackBerry Router system requirements Considerations Install one o
66. kBerry Enterprise Server Version 4 1 2 or later considerations In a mixed version environment that includes BlackBerry components at Version 4 1 2 or later the BlackBerry Manager must not be at a higher version than the BlackBerry Configuration Database BlackBerry Enterprise Server Version 4 1 0 2 gt 5 f BlackBerry BlackBerry BlackBerr y Configuration Enterprise Manager Database Server Version 4 1 1 Version 4 1 2 Version 4 1 1 BlackBerry Enterprise Server Version 4 1 2 Sample supported mixed version environment 56 7 Upgrading the BlackBerry Enterprise Server using a phased process BlackBerry Enterprise Server Version 4 1 0 og f BlackBerry BlackBerry BlackBerry Configuration Enterprise Manager Database Server Version 4 1 2 Version 4 1 1 Version 4 1 1 BlackBerry Enterprise Server Version 4 1 2 Sample unsupported mixed version environment New features in the BlackBerry Enterprise Server Version 4 1 2 or later for example one to many relationships between a BlackBerry MDS Connection Service or a BlackBerry Collaboration Service and multiple BlackBerry Enterprise Servers require that all BlackBerry components be at Version 4 1 2 or later If you are administering a BlackBerry Enterprise Server Version 4 1 0 or Version 4 11 with a BlackBerry Manager Version 4 1 2 or later these new features are hidden Proxy settings A BlackBerry Manager Version 4 1 2 or lat
67. l the Internet Service Manager component of Internet Information Services from your Microsoft Windows installation media If your instant messaging environment supports Microsoft Windows Messenger and you are using TLS as the communication protocol you must install or import one of the following certificates on the computer on which you plan to install the BlackBerry Collaboration Service e Ifyour instant messaging server is Microsoft Live Communications Server 2005 you must install or import a MTLS certificate e Ifyour instant messaging server is Microsoft Live Communications Server 2005 SP1 you must install or import a server authentication certificate under the computer account Visit www office microsoft com en us FX011526591033 aspx for more information about configuring certificates on Microsoft Live Communications Server 2005 If your instant messaging server is Sametime you must add the IP address of each computer on which you plan to install the BlackBerry Collaboration Service to the CommunityConnectivity document on the Sametime server If your instant messaging server is Novell GroupWise Messenger you must turn on support for SSL authentication of the Novell GroupWise Messenger agents on the computer on which you plan to install the BlackBerry Collaboration Service Visit www novell com documentation to read the Messenger 1 0 Administration Guide for more information Install Adobe Acrobat Reader Version 3 0 or later so that yo
68. link to the BlackBerry Application 1 Connect a BlackBerry device to a computer on which the BlackBerry Loader in the upgrade instructions the upgrade does not Manager is installed start 68 2 Atthe command prompt type lt shared network drive gt Research In Motion Apploader loader exe 3 If the BlackBerry Application Loader starts the tool is shared successfully gt BlackBerry 2007 Research In Motion Limited Published in Canada
69. llectual property rights of others Any dealings with Third Party Information including without limitation compliance with applicable licenses and terms and conditions are solely between you and the third party You are solely responsible for determining whether such third party licenses are required and are responsible for acquiring any such licenses relating to Third Party Information To the extent that such intellectual property licenses may be required RIM expressly recommends that you do not install or use Third Party Information until all such applicable licenses have been acquired by you or on your behalf Your use of Third Party Information shall be governed by and subject to you agreeing to the terms of the Third Party Information licenses Any Third Party Information that is provided with RIM s products and services is provided as is RIM makes no representation warranty or guarantee whatsoever in relation to the Third Party Information and RIM assumes no liability whatsoever in relation to the Third Party Information even if RIM has been advised of the possibility of such damages or can anticipate such damages Research In Motion Limited Research In Motion UK Limited 295 Phillip Street Centrum House 36 Station Road Waterloo ON N2L 3W8 Egham Surrey TW20 9LF Canada United Kingdom Published in Canada Contents 1 Planning to upgrade your BlackBerry EnviroOnMent cccecsssesssceeseseceeseesesesseceseesecesneseneeae
70. mmunicator 2005 Trial Edition 2 Install the Microsoft Office Communicator 2005 client on the computer on which the BlackBerry Collaboration Service is installed 3 Use Microsoft Office Communicator 2005 to connect to the Microsoft Live Communications Server 4 Ifa connection cannot be made confirm that you have installed or imported the required authentication certificates Returning user accounts to their previous BlackBerry Enterprise Server version You can return user accounts to their previous BlackBerry Enterprise Server version but you have a limited amount of time in which to do so After users connect their BlackBerry devices to the BlackBerry Desktop Manager and receive their new SRP routing and service name information you can no longer migrate their accounts back to a BlackBerry Enterprise Server Version 3 6 You must remove the user accounts from the BlackBerry Enterprise Server Version 4 1 4 instruct the users to clear their BlackBerry devices and then add the accounts to the BlackBerry Enterprise Server at Version 3 6 Any updates that you perform to your user accounts in the BlackBerry Manager Version 4 1 4 for MMC for example any user accounts that you add or remove are not retained when you migrate the user accounts back to the BlackBerry Enterprise Server Version 3 6 54 7 Upgrading the BlackBerry Enterprise Server using a phased process Phased upgrades Example 1 Upgrade BlackBerry Enterprise Servers at
71. n displays on the screen The tool prompts you for the name of the BlackBerry Enterprise Server u p MAP profile name gt gt Type the name of the MAPI profile that you use to connect to the messaging server For example to retrieve BlackBerry device information using a MAPI profile named BESAdmin and to write the results in a file named results txt type handheldcleanup exe d results txt p BESAdmin u 4 Press ENTER 32 3 Preparing your BlackBerry Enterprise Server environment for upgrade Back up system information gt Perform the following actions Action Procedure Back up the BlackBerry Enterprise Server 1 On the computer on which you plan to upgrade the BlackBerry Enterprise Server open registry settings the Registry Editor In the left pane browse to HKEY_LOCAL_MACHINE SOFTWARE Research In Motion Back up all the registry keys Back up the BlackBerry Enterprise Server Back up the BlackBerry Enterprise Server log files to another computer log files Nawy Delete the log files from the BlackBerry Enterprise Server computer Synchronize BlackBerry device capabilities When users connect their BlackBerry devices to the BlackBerry Desktop Manager the BlackBerry Desktop Manager writes whether the BlackBerry device is capable of wireless synchronization into the user s mailbox When the BlackBerry Enterprise Server is upgraded the BlackBerry Synchronization Service sends service books to those BlackBerry device
72. nge 2003 and Microsoft Exchange 2007 Note Do not install Microsoft Exchange 2007 on the computer on which you plan to install the BlackBerry Enterprise Server Checklist Instant messaging environment settings Considerations Your instant messaging server must be one of the following Oo e Sametime Version 3 0 Community Server e Sametime Version 3 1 Community Server e Sametime Version 6 5 1 Community Server Version 6 5 1 or later is required to support dormant mode e Sametime Version 7 0 Community Server e Sametime Version 7 5 Community Server e Microsoft Live Communications Server 2005 SP1 is required to support Microsoft Office Communicator and dormant mode e Novell GroupWise Messenger Server Version 1 0 2 or later e Novell GroupWise Messenger Server Version 2 0 If your instant messaging environment supports Microsoft Office Communicator your environment must also include a Microsoft O Office Communicator Web Access Server Verify that your Communicator Web Access Server meets the following criteria e includes the MTLS and HTTPS certificates required for communication with your Microsoft Live Communications Server Visit office microsoft com en us assistance HA100240791033 aspx for more information 21 BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide Considerations If your instant messaging environment supports Microsoft Office Communicator you must download and install the following O
73. nts Server with BlackBerry MDS Services Checklist BlackBerry Attachment Service This checklist describes the software and settings that are requiredon See page 27 system requirements the computer on which you plan to install the BlackBerry Attachment Service Checklist BlackBerry Manager system This checklist describes the software and settings that are requiredon See page 28 requirements the computer on which you plan to install the BlackBerry Manager Checklist BlackBerry Router system This checklist describes the software and settings that are required on See page 29 requirements the computer on which you plan to install the BlackBerry Router Checklist BlackBerry MDS Connection This checklist describes the software and settings that are required on See page 29 Service system requirements the computer on which you plan to install the BlackBerry MDS Connection Service 23 BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide Checklists Description Reference Checklist BlackBerry Collaboration Service This checklist describes the software and settings that are required on See page 30 system requirements the computer on which you plan to install the BlackBerry Collaboration Service Checklist BlackBerry MDS Services system requirements ee ent Considerations operating Install one of the following operating systems on the computer on which you plan to install the BlackBerry MDS O system Services e Microsof
74. o In the lower pane click Device Management Click Assign Software Configuration Click a software configuration Click OK Upgrade the BlackBerry Device Software 1 2 3 4 Connect the BlackBerry device to the administration computer on which the BlackBerry Manager is installed In the BlackBerry Manager in the left pane click Ports On the Ports tab click the BlackBerry device on which to load the BlackBerry Device Software Perform one of the following actions Action Procedure Install the BlackBerry Device Software automatically 1 Click Load Handheld 2 Click a software configuration 3 Click OK Install the BlackBerry Device Software interactively using the 1 Click Load Handheld Interactive BlackBerry Application Loader wizard 2 Click a software configuration 3 Click OK 4 Follow the instructions on the screen 65 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Confirm that the upgrade is successful gt Perform one of the following actions Action Procedure Confirm the upgrade for userswho gt _ Instruct users to confirm the BlackBerry Device Software version installed on the BlackBerry are running the BlackBerry Device device Software Version 3 6 e Inthe BlackBerry device options click About e Confirm the wireless handheld version Confirm the upgrade for users who In the BlackBerry Manager in the left pane click a BlackBerry Enterprise Server are running the Bla
75. oftware files Create and send a wireless enterprise activation password gt Generate and send a wireless enterprise activation password to users See the BlackBerry Enterprise Server System Administration Guide for more information Push the installation files to user computers Use third party software to package and distribute the BlackBerry Device Software and BlackBerry Desktop Software installation files to the computers of BlackBerry device users Your use of third party software shall be governed by and subject to you agreeing to the terms of separate software licenses if any Ci for those products or services Any third party products or services that are provided with RIM s products and services are provided as is RIM makes no representation warranty or guarantee whatsoever in relation to the third party products or services and RIM assumes no liability whatsoever in relation to the third party products and services even if RIM has been advised of the possibility of such damages or can anticipate such damages 1 Ata command prompt type one of the following commands to record the customized settings in the BlackBerry Desktop Software installation files e BlackBerry Desktop Manager cd lt drive gt lt installation directory setup exe s e BlackBerry Desktop Manager and Certificate Synchronization Manager cd lt drive gt lt installation directory gt setup exe s v INSTALLLEVEL 125 2 Repackage the customized Bl
76. osoft Windows installation media oO oO oO 2 System requirements Checklist Messaging and collaboration server software requirements Warning Do not install Microsoft Outlook on the same computer as the BlackBerry Enterprise Server Visit www support microsoft com kb 266418 for more information Considerations Install one of the following Microsoft Exchange administration tools on the computer on which you plan to install the BlackBerry O Enterprise Server e Microsoft Exchange Version 5 5 Administrator e Microsoft Exchange 2000 System Manager e Microsoft Exchange 2003 System Manager e Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1 2 1 see http support microsoft com kb 929590 for more information e if you are using Microsoft Exchange 2007 either Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1 2 1 or Microsoft Exchange 2003 System Tools with SP2 Note Do not install Microsoft Exchange 2007 on the computer on which you plan to install the BlackBerry Enterprise Server Install the BlackBerry Enterprise Server in the same Microsoft Exchange Organization as your messaging server Oo Review the Microsoft known issues that impact wireless calendar synchronization See Configuring Microsoft Exchange to o support wireless calendar synchronization on page 43 for more information If you are using Microsoft Exchange 2003 and use unicode text in calendars download and install the following h
77. otfixes o e visit http support microsoft com kb 913643 to install the hotfix on the messaging server e visit http support microsoft com kb 923537 en us to install the hotfix on the computer on which you will install the BlackBerry Enterprise Server If your instant messaging environment supports Microsoft Windows Messenger and you are using TLS as the communication o protocol you must install or import one of the following certificates on the computer on which you plan to install the BlackBerry Enterprise Server e Ifyour instant messaging server is Microsoft Live Communications Server 2005 you must install or import a Mutual TLS MTLS certificate e Ifyour instant messaging server is Microsoft Live Communications Server 2005 SP1 you must install or import a server authentication certificate under the computer account Visit www office microsoft com en us FX011526591033 aspx for more information about configuring certificates on Microsoft Live Communications Server 2005 If your instant messaging server is IBM Lotus Sametime you must add the IP address of each computer on which you planto O install the BlackBerry Collaboration Service to the CommunityConnectivity document on the Sametime server If your instant messaging server is Novell GroupWise Messenger you must turn on support for Secure Sockets Layer SSL o authentication of the Novell GroupWise Messenger agents on the computer on which you plan to install the BlackBerry
78. p Software Version 3 6 or later installed on their computers send the BlackBerry Desktop Software to their computers You can customize and distribute the BlackBerry Desktop Software installation file to force settings and install the software automatically on users computers or you can install the BlackBerry Device Manager on user computers using standard msi installation parameters Option 1 Send the BlackBerry Device Manager installation file to user computers Send users the BlackBerry Device Manager to enable them to perform actions such as charging their BlackBerry devices synchronizing organizer items through the BlackBerry Router and upgrading BlackBerry Device Software without you having to distribute large BlackBerry Desktop Software installation files over the corporate LAN If users have the BlackBerry Desktop Manager installed on their computers and you distribute the BlackBerry Device Manager to their computers the BlackBerry Desktop Manager is removed automatically 1 Visit www blackberry com support downloads to obtain the BlackBerry Device Manager Version 4 1 installation file 2 Copy the BlackBerry Device Manager installation file to the network drive 3 In an email message add the path to the BlackBerry Device Manager installation file on the network drive Instruct users to click the blackberry device manager v4 1 msi file Option 2 Send the BlackBerry Desktop Software installation file to user computers Sen
79. r e upgrades to the schema of the BlackBerry Configuration Database Before you upgrade to BlackBerry Enterprise Server Version 4 1 4 make sure that all BlackBerry Enterprise Servers in your environment that share a BlackBerry Configuration Database are Version 4 0 3 or higher Certain components in earlier versions of the BlackBerry Enterprise Server are not optimized for use with the BlackBerry Enterprise Server Version 4 1 4 1 Planning to upgrade your BlackBerry environment Choosing a BlackBerry Enterprise Server upgrade option Upgrade option Upgrade the BlackBerry Enterprise Server using an in place process Description Advantages you do not require additional computers to perform this upgrade when the upgrade completes user accounts are active and no additional administrative action is required The in place upgrade process installs BlackBerry Enterprise Server Version 4 1 4 over the existing version Disadvantages you cannot remove BlackBerry Enterprise Server Version 4 1 4 and return to the earlier version automatically you turn off the BlackBerry Enterprise Server during the upgrade so the BlackBerry service interruption lasts for as long as the upgrade process if you upgrade from a version earlier than BlackBerry Enterprise Server Version 4 0 the BlackBerry Enterprise Server takes longer than it did previously to start because it sends new service books to all the BlackBerry d
80. re information about configuring certificates on Microsoft Live Communications Server 2005 If your instant messaging server is Sametime you must add the IP address of each computer on which you plan to install the BlackBerry Collaboration Service to the CommunityConnectivity document on the Sametime server If your instant messaging server is Novell GroupWise Messenger you must turn on support for SSL authentication of the Novell GroupWise Messenger agents on the computer on which you plan to install the BlackBerry Collaboration Service Visit www novell com documentation to read the Messenger 1 0 Administration Guide for more information multilanguage Set your language preferences in Microsoft Internet Explorer to display encoded web pages correctly Oo support security If you are using RSA SecurID authentication you must install the Security Dynamics Technologies Ace Agent O support for Microsoft Windows Version 5 0 on the computer on which you plan to install the BlackBerry MDS Connection Service 26 System requirement additional software Checklist System requirement operating system multilanguage support additional software 2 System requirements Considerations If you run a USB hub to implement BlackBerry devices that are connected to the BlackBerry Manager verify that O the USB driver supports USB1 1 compliant hubs Install Adobe Acrobat Reader Version 3 0 or later so that you can view the product guides Se
81. rk drive 1 Obtain the BlackBerry Device Software installation file from your service provider 2 Copy the BlackBerry Device Software installation file to the network drive 3 On the network drive double click the exe file 4 Complete the installation 5 Verify that the files are in lt drive gt Program Files Common Files Research In Motion Shared Loader Files Create a software configuration 1 Inthe BlackBerry Manager in the left pane click BlackBerry Domain 2 On the Software Configurations tab click Add New Configuration 3 Inthe Configuration Name field type a name for the configuration 64 8 Upgrading BlackBerry Device Software In the Device Software Location field click the Change button Browse to the network location in which you installed the BlackBerry Device Software In the Application Name list select the check box beside the BlackBerry device series for which to upgrade the BlackBerry Device Software Expand the application tree Select the check box beside additional components or programs that you want to install Click OK Assign a software configuration to a user optional If you want to monitor whether a user upgrades to the BlackBerry Device Software Version 4 0 or later assign the user to that software configuration Au RWN In the BlackBerry Manager in the left pane click a BlackBerry Enterprise Server In the Users list click the user account to assign the software configuration t
82. rlD are trademarks of RSA Security Inc VMware is a trademark of VMware Inc All other brands product names company names trademarks and service marks are the properties of their respective owners The BlackBerry device and or associated software are protected by copyright international treaties and various patents including one or more of the following U S patents 6 278 442 6 271 605 6 219 694 6 075 470 6 073 318 D445 428 D433 460 D416 256 Other patents are registered or pending in various countries around the world Visit www rim com patents for a list of RIM as hereinafter defined patents This document is provided as is and Research In Motion Limited and its affiliated companies RIM assume no responsibility for any typographical technical or other inaccuracies in this document In order to protect RIM proprietary and confidential information and or trade secrets this document may describe some aspects of RIM technology in generalized terms RIM reserves the right to periodically change information that is contained in this document however RIM makes no commitment to provide any such changes updates enhancements or other additions to this document to you in a timely manner or at all RIM MAKES NO REPRESENTATIONS WARRANTIES CONDITIONS OR COVENANTS EITHER EXPRESS OR IMPLIED INCLUDING WITHOUT LIMITATION ANY EXPRESS OR IMPLIED WARRANTIES OR CONDITIONS OF FITNESS FOR A PARTICULAR PURPOSE NON INFRINGEMENT MERCHANTAB
83. rocedure Install the BlackBerry Enterprise Server Version 4 1 4 on a new computer Remove user accounts from the BlackBerry Enterprise 1 Server Version 4 0 or earlier Add user accounts to the new BlackBerry Enterprise 1 Server Version 4 1 4 Any BlackBerry device options 2 that are stored in the BlackBerry Configuration Database are lost when you add user accounts to the new BlackBerry Configuration Database Upgrade the empty BlackBerry Enterprise Serverto 1 Version 4 1 4 using an in place process Remove and add user accounts to the BlackBerry Enterprise Servers Version 4 1 4 and upgrade the empty BlackBerry Enterprise Servers until all BlackBerry Enterprise Servers in the BlackBerry Domain are running Version 4 1 4 1 2 3 4 5 6 7 Log in to your computer using the BESAdmin service account Double click the setup exe file Complete the instructions on the screen When prompted to restart the computer click Yes Log in using the same account that you used for the setup program Complete the instructions on the screen When prompted to provide information for the BlackBerry Configuration Database specify a new BlackBerry Configuration Database instead of the existing one s Inform users that they must perform the following actions e back up their BlackBerry device e clear their Blackberry device Remove user accounts from the BlackBerry Enterprise Server Add user accounts to the new BlackBerry Enterpri
84. rol to that location If you install MSDE 2000 during the BlackBerry Enterprise Server installation you do not need to set additional permissions When you select Windows trusted authentication during the BlackBerry Enterprise Server installation the required permissions are given to the account that you use to run the setup program Visit http msdn2 microsoft com en us library aa905156 SQL 80 aspx for more information about Microsoft SQL Server security Set Microsoft SQL Server permissions gt Perform one of the following actions Action Procedure Create or upgrade the BlackBerry Configuration Database on the same gt Assign System Administrator permission computer as the BlackBerry Enterprise Server and register the database notification system Create or upgrade the BlackBerry Configuration Database onaremote gt Assign Server Administrator and Database Creator database server during the BlackBerry Enterprise Server installation permissions If you are using Microsoft SQL Server 2005 also assign the System Administrator permission or the following roles SQLAgentUserRole SQLAgentReaderRole and SQLAgentOperatorRole Create the BlackBerry MDS Services databases during the BlackBerry gt Assign System Administrator permission MDS Services or BlackBerry Enterprise Server with BlackBerry MDS Services installations 44 5 Upgrading the BlackBerry Enterprise Server using an in place process Checklist Confirm the up
85. ronization c ccssesseeseeeseeens 43 Setting database permissions cccccssssessessessecsessessceecsscescenececsucsecsuesecsecsussussssessssessssesseeaeeseeaeeaeeneeneenes Set Microsoft SQL Server permissions 5 Upgrading the BlackBerry Enterprise Server using an in place ProcesS sscsscssseceeseseeseeteseeseeseees 45 Checklist Confirm the upgrade requirements secsccsssssssessssseessessesssecseessessesssecsessuccsecesccueesueeneeeneenseens 45 Upgrade the BlackBerry Enterprise Server ssssssssssesesseesessessessessessesseesessessessessesaeesecseeuesaesaeeaeeneeneenss 46 Improve the startup performance of the BlackBerry Enterprise Server csscssscssesssesessessseeseesseeseeees 46 Troubleshooting the BlackBerry Enterprise Server upgrade process scessessecessesesseetessesesseeseeeeeees 47 Resolving issues during the Upgrade Process cscssssssssessesssessesssesssssessesssessecsseeseeesesseesseeseesneeseees 47 Resolving issues after the upgrade process sessssssesssssssesseessesseessecsnscsesseessecscssesseecseessesseenseeseeasees 48 6 Upgrading the BlackBerry Enterprise Server using a cutover PIOCESS sccescessecesseeeeseeecesseeeeseeeeess 49 Checklist Confirm the upgrade preparation on the existing BlackBerry Enterprise Servers 49 Checklist Confirm the installation requirements on the new computer csecseesseesecseeseeeseeseeeseeees
86. rprise Server o installation If you are using SNMP monitoring you must install the SNMP service before you install the BlackBerry Enterprise Server Visit O www microsoft com technet itsolutions network deploy confeat snmp mspx for more information about installing and configuring the SNMP service Install Microsoft Windows Media Player Version 9 or later to support audio attachments o System requirements for your corporate environment You must confirm that settings in your network messaging and collaboration instant messaging and database environments are configured to support the BlackBerry Enterprise Server Checklists Description Reference Checklist Network environment settings This checklist describes how your BlackBerry Enterprise Server must See page 21 connect to your firewall Checklist Messaging and collaboration This checklist describes the software and settings that are requiredon See page 21 environment settings your messaging server and your desktop email program Checklist Instant messaging environment This checklist describes the software and settings that are requiredon See page 21 settings your instant messaging server Checklist Terminal service settings This checklist describes the supported software and settings for See page 22 installing the BlackBerry Enterprise Server using a terminal or remote desktop session Checklist Database environment settings This checklist describes the software and set
87. rs you can install the BlackBerry Device Software and the BlackBerry Desktop Software on users computers automatically you can force users to upgrade their BlackBerry Device Software through IT policies you can upgrade BlackBerry Device Software for users who have BlackBerry Desktop Software version 3 5 or earlier Disadvantages you cannot force users e to upgrade their BlackBerry Device Software you must distribute large installation packages over the corporate local area network LAN User impact users must bring their BlackBerry devices to an administrator to upgrade the BlackBerry Device Software users must connect their BlackBerry devices to their computers and start the BlackBerry Desktop Manager Additional upgrade resources The following upgrade options might apply to your BlackBerry environment Use the resources listed in the following table to plan and perform the upgrade Upgrade option Move the BlackBerry Configuration Database to a different database application Change to a new license model during the upgrade Upgrade a pilot environment to a production environment Description You must upgrade from Microsoft SQL Server Database Engine MSDE Version 7 to MDSE 2000 or to Microsoft SQL Server If you are changing from the BlackBerry Enterprise Server Small Business Edition to the BlackBerry Enterprise Server you require a new client access license key in
88. ry Device Manager Verify that the network drive is in close proximity to users to decrease bandwidth over your corporate LAN o Copy the BlackBerry Device Software to other regional network drives if applicable in your environment o Verify that the lt drive gt Program Files Common Files Research In Motion folder is shared with read only permissions oO Add the BlackBerry Device Software to the network drive 1 Obtain the BlackBerry Device Software installation file from your service provider 2 Copy the BlackBerry Device Software file to the network drive BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide 3 On the network drive double click the exe file 4 Complete the installation 5 Verify that the files are in lt drive gt Program Files Common Files Research In Motion Shared Loader Files Confirm that the BlackBerry Application Loader Version 4 1 appears in the network drive recommended 1 On the network drive browse to lt drive gt Program Files Common Files Research In Motion AppLoader 2 Right click loader exe Click Properties 3 On the Version tab verify that the version number of the loader exe file is 4 1 or later 4 If the loader exe file version number is earlier than 4 1 visit www blackberry com support downloads to obtain the Version 4 1 software Distribute the BlackBerry Desktop Software installation files if required If BlackBerry device users do not have the BlackBerry Deskto
89. s that are capable of wireless synchronization automatically If you do not perform the following task for BlackBerry devices that are capable of wireless synchronization the BlackBerry Enterprise Server cannot update the service books automatically after upgrade and those BlackBerry devices cannot send or receive email messages gt To ensure wireless synchronization occurs automatically after the upgrade process completes instruct users with BlackBerry Device Software Version 4 0 or later to connect their BlackBerry devices to the BlackBerry Desktop Manager Version 3 6 3 or later before you upgrade the BlackBerry Enterprise Server Users must connect their BlackBerry devices to the BlackBerry Desktop Manager Connecting the BlackBerry device to a BlackBerry Manager or a Legacy BlackBerry Manager MMC Snap in will not enable wireless synchronization to occur automatically If you do not support the BlackBerry Desktop Manager in your BlackBerry environment you must activate BlackBerry devices over the wireless network to enable wireless synchronization Preparing to upgrade from BlackBerry Enterprise Server Version 3 6 When you upgrade from BlackBerry Enterprise Server Version 3 6 3 or later you consolidate the BlackBerry Enterprise Server and user configuration information from earlier database versions You migrate server state and user configuration information from the messaging server to the BlackBerry Configuration Database You replace
90. se Server Activate users BlackBerry devices over the wireless network Upgrade the BlackBerry Enterprise Server to Version 4 1 4 See Upgrading the BlackBerry Enterprise Server using an in place process on page 45 for more information When prompted to provide information for the BlackBerry Configuration Database specify the new BlackBerry Configuration Database Version 4 1 4 to create a BlackBerry Domain 59 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Upgrade the BlackBerry Enterprise Server at Version 4 0 and earlier and keep the existing BlackBerry Configuration Database 1 Create a new BlackBerry Enterprise Server Version 4 1 4 and upgrade the BlackBerry Configuration Database to Version 4 1 4 2 Upgrade the BlackBerry Manager to Version 4 1 4 3 Move user accounts to the new BlackBerry Enterprise Server 4 Upgrade the empty BlackBerry Enterprise Server See Example 1 Upgrade BlackBerry Enterprise Servers at Version 4 0 3 using a phased process on page 57 for more information gt 60 Upgrading BlackBerry Device Software Enabling users to upgrade the BlackBerry Device Software at their computers Upgrading the BlackBerry Device Software at a central computer or kiosk Sending the BlackBerry Device Software upgrade to user computers Troubleshooting the BlackBerry device upgrade Enabling users to upgrade the BlackBerry Device Software at their computers Use this upgrade method
91. se Servers in the same BlackBerry Domain the BlackBerry Policy Service sends new service books and IT policies to the affected BlackBerry devices over the wireless network You can move user accounts gradually to limit the number of service books and IT policies that the BlackBerry Policy Service sends at one time After you move all user accounts to the new BlackBerry Enterprise Server you upgrade the empty BlackBerry Enterprise Server to Version 4 1 4 This BlackBerry Enterprise Server becomes the destination for user accounts moving from another BlackBerry Enterprise Server Version 4 0 Continue to move user accounts to BlackBerry Enterprise Server Version 4 1 and upgrade the empty BlackBerry Enterprise Servers until all BlackBerry Enterprise Servers in the BlackBerry Domain are running Version 4 1 4 gt Perform the following actions Action Procedure Install the BlackBerry Enterprise Server Version 4 1 40na 1 Log in to your computer using the BESAdmin service account new computer 2 Double click the setup exe file 3 Complete the instructions on the screen 4 When prompted to restart the computer click Yes 5 Log in using the same account that you used for the setup program 6 Complete the instructions on the screen 7 When prompted to provide information for the BlackBerry Configuration Database specify the existing BlackBerry Configuration Database for the BlackBerry Domain so that it upgrades to Version 4 1 4 Upgrade the BlackB
92. stall Microsoft Windows Media Player Version 7 1 or later so that you can support audio attachments 27 BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide Checklist BlackBerry Manager system requirements System 7 requirement Considerations operating Install one of the following operating systems on the computer on which you plan to install the BlackBerry o system Manager e Microsoft Windows 2000 Professional Server or Advanced Server editions e Microsoft Windows Server 2003 e Microsoft Windows XP Professional Install Microsoft NET Framework Version 1 1 SP1 You can install this program during the BlackBerry Enterprise Server installation If Microsoft NET Framework Version 2 0 is installed the setup program still installs Version 1 1 or Version 1 1 SP1 If Microsoft NET Framework Version 1 1 is installed in a language other than English you must download and install SP1 in the appropriate language Visit www microsoft com netframework downloads for more information In the operating system turn on printer and file sharing to implement BlackBerry devices If you are using Microsoft Exchange 2007 install the Internet Service Manager component of Internet Information Services from your Microsoft Windows installation media messaging and __ Install one of the following on the computer on which you plan to install the BlackBerry Manager Oo collaboration e Microsoft Exchange Version 5 5 Admin
93. t Microsoft Internet Explorer Version 4 0 or later with Java or JavaScript enabled as your default browser so that you can view the online help Install Microsoft XML Parser Version 4 0 SP2 or later You can install this program during the BlackBerry Enterprise Server installation If you are using SNMP monitoring you must install the SNMP service before you install the BlackBerry Enterprise Server Visit www microsoft com technet itsolutions network deploy confeat snmp mspx for more information about installing and configuring the SNMP service Install Microsoft Windows Media Player Version 7 1 or later so that you can support audio attachments BlackBerry Attachment Service system requirements Considerations Install one of the following operating systems on the computer on which you plan to install the BlackBerry Oo Attachment Service e Microsoft Windows 2000 SP4 Server or Advanced Server editions e Microsoft Windows Server 2003 e Microsoft Windows XP Set your language preferences in Microsoft Internet Explorer to display encoded web pages correctly oO Install Adobe Acrobat Reader Version 3 0 or later so that you can view the product guides Oo Set Microsoft Internet Explorer Version 4 0 or later with Java or JavaScript enabled as your default browser so that you can view the online help Install Microsoft XML Parser Version 4 0 SP2 or later You can install this program during the BlackBerry Enterprise Server installation In
94. t Windows 2000 Server or Advanced Server editions e Microsoft Windows Server 2003 Standard Enterprise or Small Business Server e Microsoft Windows XP Verify that the operating system is installed in one of English French German Italian or Spanish additional Install Adobe Acrobat Reader Version 3 0 or later so that you can view the product guides oO software 24 2 System requirements Checklist BlackBerry Enterprise Server with the BlackBerry MDS Services system requirements System requirement operating system Considerations Install one of the following operating systems on the computer on which you plan to install the BlackBerry Oo Enterprise Server with BlackBerry MDS Services e Microsoft Windows 2000 SP4 Server or Advanced Server editions e Microsoft Windows Server 2003 Standard Enterprise or Small Business Server and if you are using Microsoft Exchange 2007 with SP1 Install MSMQ Version 3 0 required for Microsoft Windows Messenger support Note If you install MSMQ separately from Windows Server 2003 clear the default Active Directory Integration and Triggers subcomponents and select only the Common subcomponent Install Microsoft NET Framework Version 1 1 SP1 You can install this program during the BlackBerry Enterprise Server installation If Microsoft NET Framework Version 2 0 is installed the setup program still installs Version 1 1 or Version 1 1 SP1 If Microsoft NET Framework Version
95. t are assigned to user mailboxes that do not have a current server domain name When the tool locates user mailboxes with different server domain names it changes the server domain name to the Global Address List server domain name and adds the BlackBerry device to the report list 1 Atthe command prompt switch to C Program Files Research In Motion BlackBerry Enterprise Server Utility 2 Type HandheldCleanup exe 3 Type any of the following parameters in the order in which they appear Parameter Procedure d lt filename gt p lt MAPI profile name gt 1 Type the name of the file in which to save information for each BlackBerry device on the BlackBerry Enterprise Server 2 Type the name of the MAPI profile you use to connect to the messaging server Notes If you do not specify a file name the information displays on screen The tool prompts you for the name of the BlackBerry Enterprise Server u p lt MAPI profile name gt gt Type the name of the MAPI profile you use to connect to the messaging server For example to retrieve BlackBerry device information using a MAPI profile named BESAdmin and to write the results in a file named results txt type handheldcleanup exe d results txt p BESAdmin u 4 Press ENTER 34 3 Preparing your BlackBerry Enterprise Server environment for upgrade Back up system information gt Perform the following actions Action Procedure Back up the BlackBerry Enterprise Serv
96. t to install 2 Install the third party tool manually 3 Restart the setup program 52 6 Upgrading the BlackBerry Enterprise Server using a cutover process Symptom Possible solution When you start the setup program the message Previous Verify that the registry keys identifying the BlackBerry Configuration version detected but no database available appears andthe Database are present setup program ends 1 On the computer on which you plan to upgrade the BlackBerry Enterprise Server start the Registry Editor 2 Inthe left pane browse to HKEY_LOCAL_MACHINE Research In Motion BlackBerry Enterprise Server Database 3 Create the following string values if they do not exist e DatabaseName Type the name of the BlackBerry Configuration Database e DatabaseServerMachineName Type the computer name of the database server Note These values are case sensitive 4 Restart the setup program You encounter errors when migrating users Browse to the location you specified for the migration log file Check the log file for errors wn Preview the user migration again using the g parameter to print properties retrieved from the user s mailbox to the migration log file You cannot resolve errors that occur when migrating users 1 Remove the users from the BlackBerry Enterprise Server before you start the upgrade 2 Add the users to the BlackBerry Enterprise Server when the upgrade is complete 3 Activate
97. tings that are requiredon See page 22 your database server 20 2 System requirements Checklist Network environment settings Considerations Verify that the BlackBerry Enterprise Server is physically close to the messaging servers Use a high speed switched connection O between the BlackBerry Enterprise Server and the messaging servers Network latency impacts the performance of the BlackBerry Enterprise Server Verify that the BlackBerry Enterprise Server is not installed in a perimeter network demilitarized zone Visit Oo www blackberry com knowledgecenterpublic to read article TAE 00038 for more information Verify that you have configured the corporate firewall or proxy to permit the BlackBerry Enterprise Server to initiate and maintain O an outbound connection to the BlackBerry Infrastructure on TCP port 3101 Verify that the corporate firewall can resolve Internet addresses using the Domain Name System DNS Oo Verify that the proxy server is transparent if you are using a proxying firewall Oo Checklist Messaging and collaboration environment settings Considerations Your messaging environment must be one of the following o e Microsoft Exchange Version 5 5 native environment e Microsoft Exchange 2000 native environment e Microsoft Exchange 2003 native environment e Microsoft Exchange 2007 native environment e mixed environment any combination of Microsoft Exchange Version 5 5 Microsoft Exchange 2000 Microsoft Excha
98. u can view the product guides oO 3 Preparing your BlackBerry Enterprise Server environment for upgrade Preparing to upgrade from BlackBerry Enterprise Server Version 3 5 2 and earlier Preparing to upgrade from BlackBerry Enterprise Server Version 3 6 Preparing to upgrade from BlackBerry Enterprise Server Version 4 0 Preparing to upgrade from BlackBerry Enterprise Server Version 3 5 2 and earlier You can upgrade from either BlackBerry Enterprise Server Version 3 5 2 or Version 2 1 5 When you upgrade from these versions you migrate the BlackBerry Enterprise Server and user configuration information from Microsoft Exchange administrative extensions to the BlackBerry Server Management console Prepare for this upgrade by migrating Microsoft Exchange administrative extensions cleaning up the data and creating backups before upgrading the BlackBerry Configuration Database If you want wireless synchronization to occur automatically after the upgrade process completes you must also instruct users to synchronize their BlackBerry device capabilities before you upgrade the BlackBerry Enterprise Server See Synchronize BlackBerry device capabilities on page 33 for more information Migrate BlackBerry Enterprise Server information from Microsoft Exchange 5 5 administration extensions gt Perform the following actions Action Procedure Export the BlackBerry Enterprise Server 1 Using the Microsoft Exchange Administration tool export t
99. u can view the product guides Oo 29 BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide Checklist System requirement operating system messaging and collaboration server software additional software requirement 30 BlackBerry Collaboration Service system requirements Considerations Install one of the following operating systems on the computer on which you plan to install the BlackBerry Collaboration Service e Microsoft Windows 2000 Server or Advanced Server editions e Microsoft Windows Server 2003 SP1 required for Microsoft Windows Messenger support e Microsoft Windows XP Install Microsoft NET Framework Version 1 1 SP1 required for Microsoft Windows Messenger support You can install this program during the BlackBerry Enterprise Server installation If Microsoft NET Framework Version 2 0 is installed the setup program still installs Version 1 1 or Version 1 1 SP1 If Microsoft NET Framework Version 1 1 is installed in a language other than English you must download and install SP1 in the appropriate language Visit www microsoft com netframework downloads for more information Install MSMQ Version 3 0 required for Microsoft Windows Messenger support Note If you install MSMQ separately from Windows Server 2003 clear the default Active Directory Integration and Triggers subcomponents and select only the Common subcomponent If you are using Microsoft Exchange 2007 instal
100. up exe s v INSTALLLEVEL 125 Create and send a wireless enterprise activation password gt Generate and send a wireless enterprise activation password to users See the BlackBerry Enterprise Server System Administration Guide for more information Send the upgrade instructions to BlackBerry device users 1 In an email message add the path to the BlackBerry Application Loader Specify the loading commands based on the type of connection USB or serial that the BlackBerry device uses e USB lt shared computer name gt Research In Motion Apploader loader exe defaultUSB forceload e Serial lt shared computer name gt Research In Motion Apploader loader exe Provide instructions to BlackBerry device users on how to complete the upgrade process Consider providing the following instructions e connect your BlackBerry device to your computer e do not disconnect your BlackBerry device from your computer until the upgrade is complete e if prompted type your BlackBerry device password and then click Next e if you have a BlackBerry device that uses a serial connection complete the instructions on the screen e if prompted select the Provision the device during the loading process option and select the messaging server on which you reside 63 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Confirm that the BlackBerry Device Software upgrade is successful gt Perform one of the following actions Act
101. users BlackBerry devices over the wireless network You were not prompted to edit or confirm the MAPI profile You can create and edit the MAPI profile manually during the installation 1 In the BlackBerry Enterprise Server installation media open the Tools folder 2 Double click the Fixmapisvc exe file The mapisvc inf file installs in C winnt system32 or C windows system32 automatically 3 On the taskbar click Start gt BlackBerry Enterprise Server gt Edit MAPI Profile Type the Microsoft Exchange server name Select the mailbox associated with the MAPI profile Click OK When installing service pack 1 to a previously installed When the setup program prompts you for the location of the netfx msi file version of Microsoft NET Framework version 1 1 the setup browse to the Tools folder in the BlackBerry Enterprise Server installation program prompts you for access to the original installation media and select the file media for Microsoft NET Framework version 1 1 aun Ss Vv Visit support microsoft com kb 320474 for more information 53 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Resolving issues after the upgrade Symptom Possible solution The BlackBerry Collaboration Service isnot connecting tothe If you are using TLS as the communication protocol verify that authentication Microsoft Live Communications Server is configured 1 Visit www microsoft com downloads to download Microsoft Office Co
102. ver for Microsoft Exchange Upgrade Guide Synchronize BlackBerry device capabilities When users connect their BlackBerry devices to the BlackBerry Desktop Manager the BlackBerry Desktop Manager writes whether the BlackBerry device is capable of wireless synchronization into the user s mailbox When the BlackBerry Enterprise Server is upgraded the BlackBerry Synchronization Service sends service books to those BlackBerry devices that are capable of wireless synchronization automatically If you do not perform the following task for BlackBerry devices that are capable of wireless synchronization the BlackBerry Enterprise Server cannot update the service books automatically after upgrade and those BlackBerry devices cannot send or receive email messages gt To ensure wireless synchronization occurs automatically after the upgrade process completes instruct users with BlackBerry Device Software Version 4 0 or later to connect their BlackBerry devices to the BlackBerry Desktop Manager Version 3 6 3 or later before you upgrade the BlackBerry Enterprise Server Users must connect their BlackBerry devices to the BlackBerry Desktop Manager Connecting the BlackBerry device to a BlackBerry Manager or a Legacy BlackBerry Manager MMC Snap in will not enable wireless synchronization to occur automatically If you do not support the BlackBerry Desktop Manager in your BlackBerry environment you must activate BlackBerry devices over the wireless network to en
103. y Enterprise Server System requirements for your corporate environment System requirements for remote components Hardware requirements Visit www blackberry com knowledgecenterpublic to read the BlackBerry Enterprise Server Version 4 1 for Microsoft Exchange Server Capacity Calculator and the BlackBerry Enterprise Server Version 4 1 for Microsoft Exchange Performance Benchmarking for more information about calculating hardware requirements based on the expected use of the BlackBerry Enterprise Server in your environment System requirements for the BlackBerry Enterprise Server You must confirm that the computer on which you plan to install the BlackBerry Enterprise Server meets the system requirements Checklists Checklist Operating system requirements Checklist Messaging and collaboration server software requirements Checklist Security support requirements Checklist Multilanguage support requirements Checklist Virtual computer support requirements Checklist Additional software requirements Description This checklist describes the operating system software and settings that are required on the computer on which you plan to install the BlackBerry Enterprise Server This checklist describes the messaging server software and settings that are required on the computer on which you plan to install the BlackBerry Enterprise Server This checklist describes the security software that is required on the computer on w

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