Blackberry PROFESSIONAL SOFTWARE FOR MICROSOFT EXCHANGE User manual

Blackberry PROFESSIONAL SOFTWARE FOR MICROSOFT EXCHANGE User manual

Upgrade Guide

BlackBerry Professional Software for Microsoft Exchange

Version: 4.1 | Service Pack: 4

SWD-356206-0423030341-001

Contents

1 Upgrading from the BlackBerry Professional Software to the BlackBerry Enterprise Server ...........................

5

Feature comparison for the BlackBerry Professional Software and the BlackBerry Enterprise Server ........................

5

Host server and database upgrade scenarios.........................................................................................................................

6

2 System requirements..........................................................................................................................................................

7

System requirements: BlackBerry Enterprise Server ............................................................................................................

7

System requirements: BlackBerry Attachment Service ........................................................................................................

9

System requirements: BlackBerry Manager ...........................................................................................................................

10

System requirements: BlackBerry MDS Connection Service ...............................................................................................

11

System requirements: BlackBerry MDS Integration Service ...............................................................................................

12

System requirements: BlackBerry Router ...............................................................................................................................

12

Supported environments............................................................................................................................................................

13

Unsupported environments.......................................................................................................................................................

15

3 Preparing to upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server ........

17

Obtain the BlackBerry Enterprise Server software files........................................................................................................

17

Verify the names of the existing BlackBerry Configuration Database and its host server..............................................

17

Verify the existing SRP authentication information..............................................................................................................

17

Verify the existing CAL key........................................................................................................................................................

18

Back up the BlackBerry Professional Software registry settings ........................................................................................

18

Back up the BlackBerry Professional Software log files........................................................................................................

18

Back up the BlackBerry Configuration Database ..................................................................................................................

18

BlackBerry Configuration Database Backup Tool parameters.........................................................................................

20

4 Configuring a Microsoft Exchange 5.5, Microsoft Exchange 2000, or Microsoft Exchange 2003 messaging environment.........................................................................................................................................................................

23

Identify and resolve any Microsoft Exchange known issues for wireless calendar synchronization.............................

23

5 Setting up the database connection...............................................................................................................................

25

Using the existing BlackBerry Configuration Database after the upgrade to the BlackBerry Enterprise Server .......

25

Specifying permissions when connecting to the BlackBerry Configuration Database using Microsoft Windows authentication..............................................................................................................................................................................

25

Assign Microsoft SQL Server permissions to the Microsoft Windows account..............................................................

25

Configuring authentication to the BlackBerry MDS Integration Service database..........................................................

26

6 Performing the upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server

................................................................................................................................................................................................

27

Prerequisites: Upgrading from the BlackBerry Professional Software to the BlackBerry Enterprise Server ...............

27

Stop the BlackBerry Professional Software services..............................................................................................................

27

Upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server ............................................

27

Improve the startup performance of the BlackBerry Enterprise Server after the upgrade..............................................

28

7 Troubleshooting the BlackBerry Enterprise Server upgrade process......................................................................

29

A third-party tool did not install successfully and the BlackBerry Enterprise Server setup application closed .........

29

Previous version detected but no database available............................................................................................................

29

The BlackBerry Collaboration Service does not connect to Microsoft Office Live Communications Server 2005

........................................................................................................................................................................................................

29

The setup application did not prompt you to change or confirm the MAPI profile..........................................................

30

You cannot resolve errors that occur when you move users ................................................................................................

30

You encounter errors when you try to upgrade the BlackBerry Configuration Database ..............................................

30

The setup application prompts you for access to the installation media for Microsoft .NET Framework Version 1.1

........................................................................................................................................................................................................

31

Restore the BlackBerry Configuration Database ...................................................................................................................

31

8 Upgrading the BlackBerry Device Software .................................................................................................................

35

Permitting users to upgrade the BlackBerry Device Software from their computers.......................................................

35

Configure a network drive......................................................................................................................................................

35

Save the BlackBerry Device Software installation files to the network drive................................................................

36

Verify the version of the application loader tool................................................................................................................

36

Pushing the BlackBerry Desktop Software or BlackBerry Device Manager installation files to users' computers

....................................................................................................................................................................................................

36

Synchronizing wireless data automatically.........................................................................................................................

37

Create the BlackBerry Device Software upgrade instructions for BlackBerry device users........................................

37

Confirming that the BlackBerry Device Software upgrade process completed successfully......................................

38

Upgrading the BlackBerry Device Software at a central computer....................................................................................

38

Configure a network drive......................................................................................................................................................

38

Save the BlackBerry Device Software installation files to the network drive................................................................

39

Create a software configuration for the BlackBerry Device Software ...........................................................................

39

Assign the software configuration to a user account........................................................................................................

39

Upgrade the BlackBerry Device Software at a central computer ...................................................................................

40

Verify that the BlackBerry Device Software upgrade at a central computer completed successfully.......................

40

Pushing the BlackBerry Device Software and the BlackBerry Desktop Software to users' computers........................

41

Configure a network drive...................................................................................................................................................... 41

Save the BlackBerry Device Software installation files to the network drive................................................................ 41

Save the BlackBerry Desktop Software installation files to the network drive............................................................. 41

Synchronizing wireless data automatically......................................................................................................................... 42

Send the installation files for the BlackBerry Desktop Software and the BlackBerry Device Software to users using a third-party application........................................................................................................................................................

42

Confirming that the BlackBerry Device Software upgrade process completed successfully...................................... 42

9 Troubleshooting the BlackBerry Device Software upgrade process........................................................................

45

When users click the link to the application loader tool in the upgrade instructions, the upgrade process does not start ...............................................................................................................................................................................................

45

10 Glossary................................................................................................................................................................................

47

11 Legal notice..........................................................................................................................................................................

49

Upgrade Guide Upgrading from the BlackBerry Professional Software to the BlackBerry Enterprise Server

4

Upgrade Guide Upgrading from the BlackBerry Professional Software to the BlackBerry Enterprise Server

Upgrading from the BlackBerry Professional Software to the BlackBerry Enterprise Server

Your organization can upgrade from the BlackBerry® Professional Software to the BlackBerry® Enterprise Server Version 4.1

SP5 or later. The decision to upgrade might be influenced by factors such as the following:

• The number of BlackBerry device users in your organization is approaching the maximum of 30 users.

• The number of users or administrators in your organization requires group-based or role-base administration.

• Users need access to applications that were developed using the BlackBerry® MDS Studio or the BlackBerry® Plug-in for Microsoft® Visual Studio®.

• Users want to use enterprise instant messaging applications, such as BlackBerry® Instant Messaging for IBM® Lotus®

Sametime® or BlackBerry® Instant Messaging for Microsoft® Office Live Communications Server.

Feature comparison for the BlackBerry Professional Software and the BlackBerry

Enterprise Server

1

Feature

supported database engines

BlackBerry Professional Software

• Microsoft® SQL Server®

• Microsoft® SQL Server® 2005

Express

• MSDE 2000 installation possible on messaging server yes support for remote components no

BlackBerry MDS Runtime Application support no support for enterprise instant messaging no

BlackBerry Manager highlights the tasks that administrators in smaller organizations most frequently perform number of users maximum of 30 users users Add Users wizard

BlackBerry Enterprise Server

• Microsoft SQL Server

• Microsoft SQL Server 2005

Express (not supported byBlackBerry® MDS

Integration Service

• MSDE 2000 no yes yes yes full enterprise administration limited only by the scalability of the system configuration add users manually

5

Upgrade Guide Upgrading from the BlackBerry Professional Software to the BlackBerry Enterprise Server

Feature

groups roles

IT policy domains support for Wi-Fi® connections support for BlackBerry® Enterprise

Server Resource Kit

BlackBerry Professional Software

user administration only user administration only predefined IT policy bundles single domain only no no

BlackBerry Enterprise Server

group administration or user administration role-based administration custom IT policies only multiple domain administration yes yes

Host server and database upgrade scenarios

Hardware

host server database

Scenario

• If the BlackBerry® Professional Software is currently installed on a separate server from the messaging server, you can upgrade to the BlackBerry® Enterprise Server on the same server.

• If the BlackBerry Professional Software is currently installed on the server that hosts the messaging server, you must install the BlackBerry Enterprise Server software on a different computer.

• If the BlackBerry Configuration Database is currently installed on a separate server from the messaging server, you can configure the connection to the BlackBerry

Configuration Database during the BlackBerry Enterprise Server upgrade process.

• If the server that hosts the messaging server currently also hosts the BlackBerry

Configuration Database, you do not have to move the BlackBerry Configuration

Database before the upgrade process.

• If you are adding a large number of users, or if you expect a significant increase in the number of email messages that users send and receive, consider moving the

BlackBerry Configuration Database to its own computer. For information about moving the BlackBerry Configuration Database, visit www.blackberry.com/support to read article KB03112.

• If you plan to move the existing BlackBerry Configuration Database to a different computer or to a new Microsoft® SQL Server®, perform the move before you begin the upgrade process.

6

Upgrade Guide System requirements

System requirements

2

For information about calculating hardware requirements, visit www.blackberry.com/go/serverdocs to see the BlackBerry

Enterprise Server Capacity Calculator and BlackBerry Enterprise Server Performance Benchmarking.

System requirements: BlackBerry Enterprise Server

Item

operating system messaging server messaging server system tools

Requirement

Any of the following operating systems:

• Microsoft® Windows® 2000 SP4 (Server edition or Advanced Server edition)

• Microsoft® Windows Server® 2003 or later

• Microsoft Windows Server 2003 (64-bit)

• Microsoft® Windows® Small Business Server 2003 (Standard edition or

Premium edition)

Any of the following messaging servers installed physically close to where you plan to install the BlackBerry® Enterprise Server:

• Microsoft® Exchange Version 5.5

• Microsoft Exchange 2000

• Microsoft Exchange 2003 or later

• Microsoft Exchange 2007

• Microsoft Exchange mixed environment (any combination of Microsoft

Exchange Version 5.5, Microsoft Exchange 2000, Microsoft Exchange

2003, and Microsoft Exchange 2007)

• Microsoft® Solution for Hosted Messaging and Collaboration version 3.5

Any of the following messaging server system tools installed on the BlackBerry

Enterprise Server computer:

• Microsoft Exchange Version 5.5 Administrator

• Microsoft Exchange 2000 System Manager

• Microsoft Exchange 2003 System Manager

• Microsoft Exchange Server MAPI client and CDO 1.2.1

• to support Microsoft Exchange 2007, either Microsoft Exchange Server

MAPI client and CDO 1.2.1 or Microsoft Exchange 2003 SP2 System Tools

7

Upgrade Guide System requirements

8

Item

Microsoft Exchange Organization of the messaging server system tools version of the CDO library

Requirement

the same Microsoft Exchange Organization as the messaging server

Unicode support for calendars

Internet Service Manager database management system collation setting remote database conditions data access components database conditions for the BlackBerry

MDS Integration Service

Microsoft® .NET Framework instant messaging server

The latest version that is supported by the latest version of Microsoft Exchange in your environment

To support Microsoft Exchange 2003, the following Microsoft hotfixes installed:

• 913643 on your messaging server

• 923537 on the computer that hosts the BlackBerry Enterprise Server

To support Microsoft Exchange 2007, the Internet Service Manager component of Microsoft® Internet Information Services

Any of the following database management systems:

• MSDE 2000

• Microsoft® SQL Server® 2000 SP4

• Microsoft SQL Server 2005 or later (Professional edition, Enterprise edition, or Express edition)

• Microsoft SQL Server 2005 (64-bit)

To support Microsoft SQL Server, the following conditions on the database server:

• collation setting set to default case-insensitive

• BlackBerry Configuration Database collation setting set to default caseinsensitive named pipes and TCP/IP network protocols turned on

Any of the following data access components on the computers that host the

BlackBerry Enterprise Server or the BlackBerry Configuration Database:

• MDAC Version 2.8 with Security Patch MS04-003 (Version

2000.85.1025.00)

• MDAC Version 2.8.2 (Version 2000.86.1830.00), included with Microsoft

Windows Server 2003 SP1

A database server with the following conditions:

• host for the BlackBerry Configuration Database

• support for mixed-mode authentication

To support languages other than English, localized version of Microsoft .NET

Framework Version 1.1 SP1

Any of the following instant messaging servers:

Upgrade Guide System requirements

Item

web browser media player network proximity firewall

Requirement

• IBM® Lotus® Sametime® Version 3.0 Community Server

• IBM Lotus Sametime Version 3.1 Community Server

• IBM Lotus Sametime Version 6.5.1 Community Server (Version 6.5.1 or later required to support dormant mode)

• IBM Lotus Sametime Version 7.0 Community Server

• IBM Lotus Sametime Version 7.5 Community Server

• Microsoft® Office Live Communications Server 2005 (SP1 is required to support Microsoft® Office Communicator and dormant mode)

• Novell® GroupWise® Messenger server Version 1.0.2 or later

• Novell GroupWise Messenger server Version 2.0 or later

Microsoft® Internet Explorer® with the following settings:

• Java® or JavaScript® turned on

• language preferences configured to display encoded web pages

To support audio attachments, Windows Media® Player Version 9 or later

A high-speed, switched connection between the BlackBerry Enterprise Server and the messaging servers

A firewall or proxy with the following conditions:

• support for the BlackBerry Enterprise Server to initiate an outgoing, twoway TCP/IP connection to an external server on port 3101

• support for the resolution of Internet addresses using DNS

• transparency of the proxy server for proxy firewalls

System requirements: BlackBerry Attachment Service

The following system requirements apply when installing the BlackBerry® Attachment Service on a computer separate from the BlackBerry® Enterprise Server.

Item

operating system

Requirement

Any of the following operating systems:

• Microsoft® Windows® 2000 SP4 (Server edition or Advanced Server edition)

• Microsoft® Windows Server® 2003 SP1

9

Upgrade Guide System requirements

Item

media player web browser

Requirement

• Microsoft® Windows® XP Professional SP2

To support audio attachments, Windows Media® Player Version 9 or later

Microsoft® Internet Explorer® with the following settings:

• Java® or JavaScript® turned on

• language preferences configured to display encoded web pages

System requirements: BlackBerry Manager

The following system requirements apply when installing the BlackBerry® Manager on a computer separate from the

BlackBerry® Enterprise Server.

Item

operating system messaging server system tools

Microsoft Exchange Organization of the messaging server system tools version of the messaging server system tools version of the CDO library

Requirement

Any of the following operating systems:

• Microsoft® Windows® 2000 SP4 (Server edition, Advanced Server edition, or Professional edition)

• Microsoft® Windows Server® 2003 SP1

• Microsoft® Windows® XP Professional SP2

• Microsoft® Windows® Small Business Server 2003 (Standard edition or

Premium edition)

Any of the following messaging server system tools:

• Microsoft® Exchange Version 5.5 Administrator

• Microsoft Exchange 2000 System Manager

• Microsoft Exchange 2003 System Manager

• Microsoft Exchange Server MAPI client and CDO 1.2.1

• for Microsoft Exchange 2007, either Microsoft Exchange Server MAPI client and CDO 1.2.1 or Microsoft Exchange 2003 SP2 System Tools the same Microsoft Exchange Organization as the messaging server the same version as the messaging server the latest version that is supported by the latest version of Microsoft Exchange in your environment

10

Upgrade Guide System requirements

Item

Internet Service Manager

Microsoft® .NET Framework web browser data access components printer and file sharing

USB hub

Requirement

To support Microsoft Exchange 2007, the Internet Service Manager component of Microsoft® Internet Information Services installed

To support languages other than English, localized version of Microsoft .NET

Framework Version 1.1 SP1

Microsoft® Internet Explorer® with the following settings:

• Java® or JavaScript® turned on

• language preferences set to display encoded web pages

Any of the following data access components:

• MDAC Version 2.8 with Security Patch MS04-003 (Version

2000.85.1025.00)

• MDAC Version 2.8 SP2 (Version 2000.86.1830.00)

To support BlackBerry device implementation, printer and file sharing turned on

To support BlackBerry device implementation that uses a hub, a USB driver that supports USB 1.1-compliant hubs

System requirements: BlackBerry MDS Connection Service

The following system requirements apply when installing the BlackBerry® MDS Connection Service on a computer separate from the BlackBerry® Enterprise Server.

Item

operating system messaging server application

Requirement

Any of the following operating systems:

• Microsoft® Windows® 2000 SP4 (Server edition, Advanced Server edition, or Professional edition)

• Microsoft® Windows Server® 2003 SP1

• Microsoft® Windows® XP Professional SP2

• Microsoft® Windows® Small Business Server 2003 (Standard edition or

Premium edition)

To support BlackBerry Enterprise Server Version 3.5 and BlackBerry Enterprise

Server Version 3.6, any of the following applications:

• Microsoft® Exchange Version 5.5 Administrator

• Microsoft Exchange 2000 System Manager

11

Upgrade Guide System requirements

Item

RSA® Authentication Agent

Requirement

• Microsoft Exchange 2003 System Manager

• Microsoft Exchange Server MAPI client and CDO 1.2.1

• for Microsoft Exchange 2007, either Microsoft Exchange Server MAPI client and CDO 1.2.1 or Microsoft Exchange 2003 SP2 System Tools

To support enhanced network authentication, RSA Authentication Agent Version

5.0 for Microsoft Windows

System requirements: BlackBerry MDS Integration Service

The following system requirements apply when installing the BlackBerry® MDS Integration Service on a computer separate from the BlackBerry® Enterprise Server.

Item

operating system database conditions

Requirement

Any of the following operating systems:

• Microsoft® Windows® 2000 SP4 (Server edition or Advanced Server edition)

• Microsoft® Windows Server® 2003 SP1

• Microsoft® Windows® XP Professional SP2

A database server that is the the host for the BlackBerry Configuration Database.

System requirements: BlackBerry Router

The following system requirements apply when installing the BlackBerry® Router on a computer separate from the

BlackBerry® Enterprise Server.

Item

operating system firewall

Requirement

Any of the following operating systems:

• Microsoft® Windows® 2000 SP4 (Server edition or Advanced Server edition)

• Microsoft® Windows Server® 2003 SP1

• Microsoft® Windows® XP Professional SP2

A firewall or proxy firewall with the following conditions:

12

Upgrade Guide System requirements

Item Requirement

• support for the BlackBerry Router to initiate an outgoing, two-way TCP/IP connection to an external server on port 3101

• support for the resolution of Internet addresses using DNS

• transparency of the proxy server for proxy firewalls

Supported environments

Item

virtual environment

Windows® Messenger

Windows® Messenger with TLS

IBM® Lotus® Sametime®

Novell® GroupWise® Messenger

Description

The BlackBerry® Enterprise Server and its components support the following virtual environments:

• VMware® ESX Server Version 2.5.2 or later

• VMware ESX Server Version 3.0.1

The BlackBerry Collaboration Service supports Windows® Messenger if MSMQ

Version 3.0 is installed. If installed separately from Microsoft® Windows Server®

2003, the default Microsoft® Active Directory® Integration and Triggers subcomponents must be cleared, and only the Common subcomponent must be selected.

The BlackBerry Collaboration Service supports Windows® Messenger with TLS if one of the following certificates is installed on the computer that hosts the

BlackBerry Collaboration Service:

• if your instant messaging server is Microsoft® Office Live Communications

Server 2005, an MTLS certificate

• if your instant messaging server is Microsoft Office Live Communications

Server 2005 SP1, a server authentication certificate for the computer account

The BlackBerry Collaboration Service supports IBM Lotus Sametime when you add the IP address of the computer that hosts the BlackBerry Collaboration

Service to the CommunityConnectivity document on the IBM Lotus Sametime server.

The BlackBerry Collaboration Service supports Novell GroupWise Messenger when SSL authentication is turned on for the Novell GroupWise Messenger agents on the computer that hosts the BlackBerry Collaboration Service.

13

Upgrade Guide System requirements

Item

Microsoft® Office Communicator

Microsoft Office Communicator with

TLS

Microsoft Office Communicator and

AJAX Service enhanced network authentication

SNMP monitoring remote access

Description

The BlackBerry Collaboration Service supports Microsoft Office Communicator when MTLS and HTTPS certificates for communication with the Microsoft Office

Live Communications Server are installed on the Microsoft® Office

Communicator Web Access server.

The BlackBerry Collaboration Service supports Microsoft Office Communicator with TLS if one of the following certificates is installed on the computer that hosts the BlackBerry Collaboration Service:

• if your instant messaging server is Microsoft Office Live Communications

Server 2005, an MTLS certificate

• if your instant messaging server is Microsoft Office Live Communications

Server 2005 SP1, a server authentication certificate for the computer account

The BlackBerry Collaboration Service supports Microsoft Office Communicator and AJAX Service with the following conditions:

• the following Microsoft hotfixes from http://support.microsoft.com

installed:

• 911996 on your Microsoft Office Live Communications Server

• 915066 on your Microsoft Office Communicator server

• a virtual server installed on your Microsoft Office Communicator server, with the following conditions:

• all unassigned IP addresses

• forms-based authentication only

• support for an HTTPS browser connection

• an ISAPI filter for the cwaauth.dll file and the ajax.dll file

The BlackBerry Enterprise Server and its components support RSA®

Authentication Agent Version 5.0 for Microsoft® Windows®.

The BlackBerry Enterprise Server and its components support the SNMP service.

The BlackBerry Enterprise Server and its components support remote access using any of the following applications:

• Terminal Services for use with Microsoft Windows Server 2000, installed using Remote Administration mode

14

Upgrade Guide System requirements

Item Description

• Microsoft Remote Desktop Connection for use with Microsoft Windows

Server 2003

Unsupported environments

Item

DMZ messaging server email application

Microsoft® SQL Server® 2005 Express database

Description

The BlackBerry® Enterprise Server and its components, with the exception of the

BlackBerry Router, do not support installation in a DMZ.

The BlackBerry Enterprise Server and its components do not support the installation of the messaging server on the same computer.

The BlackBerry Enterprise Server and its components do not support the installation of email applications on the same computer.

The BlackBerry MDS Integration Service databases do not support the Microsoft

SQL Server 2005 Express database.

15

Upgrade Guide Preparing to upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server

16

Upgrade Guide Preparing to upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server

Preparing to upgrade from the BlackBerry Professional

Software to the BlackBerry Enterprise Server

3

Obtain the BlackBerry Enterprise Server software files

1.

At www.blackberry.com/support/downloads , click BlackBerry Enterprise Server.

2.

Download the current version of the BlackBerry® Enterprise Server software.

3.

Double-click the downloaded .zip file.

4.

Extract the files to a folder on the local drive of the computer that you plan to use to host the BlackBerry Enterprise

Server.

Verify the names of the existing BlackBerry Configuration Database and its host server

If you plan to use the existing BlackBerry® Configuration Database on its existing server after upgrading to the BlackBerry®

Enterprise Server, you record the database and server names so that you can configure the database connection during the upgrade process.

1.

On the server that hosts the BlackBerry® Professional Software, on the taskbar, click Start > Programs > BlackBerry

Professional Software > BlackBerry Server Configuration.

2.

On the Database Connectivity tab, in the SQL Information section, verify the following information:

Database name for the BlackBerry Configuration Database

SQL Server name

3.

Record the database and server information.

Verify the existing SRP authentication information

The software vendor provided the SRP information when you purchased the BlackBerry® Professional Software. The setup application usually locates this information automatically, but as a best practice, consider recording the information so that it is available for use during the upgrade process.

1.

On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > Programs > BlackBerry

Professional Software > BlackBerry Server Configuration.

2.

On the BlackBerry Server tab, in the SRP Authentication section, verify the following information:

SRP Identifier

SRP Authentication Key

3.

Record the SRP information.

17

Upgrade Guide Preparing to upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server

Verify the existing CAL key

The software vendor provided the CAL key when you purchased the BlackBerry® Professional Software. The setup program usually locates the CAL key automatically, but as a best practice, consider recording the license key information so that it is available for use during the upgrade process.

1.

In the BlackBerry Manager, click the Home tab.

2.

In the Account section, click License Management.

3.

Record the License Key.

Back up the BlackBerry Professional Software registry settings

You can back up the settings for the BlackBerry® Professional Software in the Microsoft® Windows® registry so that you can restore the settings, if required.

1.

On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > Run. Type regedit.

2.

In the left pane, navigate to HKEY_LOCAL_MACHINE\SOFTWARE\Research In Motion.

3.

Right-click Research In Motion. Click Export.

4.

Save the file that you exported.

Back up the BlackBerry Professional Software log files

You can back up the existing log files so that you can troubleshoot the upgrade process if it does not complete successfully.

1.

On the server that hosts the BlackBerry® Professional Software, navigate to C:\Program Files\Research In Motion

\BlackBerry Enterprise Server\Logs.

2.

Copy the log files to a backup location.

Back up the BlackBerry Configuration Database

You can back up the BlackBerry® Configuration Database so that you can restore it, if necessary, after an installation, migration, or upgrade. You can also back up the BlackBerry Configuration Database if you plan to restore it to a different computer.

If your database environment is Microsoft® SQL Server®, you use the backup and restore tools that Microsoft® Corporation provides.

If your database environment is Microsoft SQL Server 2005 Express or MSDE 2000, you can use the BlackBerry Configuration

Database Backup Tool that is included with the BlackBerry® Professional Software or the BlackBerry® Enterprise Server installation media.

By default, the backup file is named <database name> <YYYYMMDDHHMMSS>.bak.

1.

In the Microsoft® Windows® Services, stop the BlackBerry Professional Software services.

18

Upgrade Guide Preparing to upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server

2.

Perform one of the following tasks:

Task

Back up from the Microsoft SQL

Server Enterprise Manager.

Back up from the Microsoft SQL

Server Management Studio.

Back up from a command prompt.

Steps

a.

Open the Microsoft SQL Server Enterprise Manager.

b.

Right-click the name of the BlackBerry Configuration Database. Click

All Tasks.

c.

Click Backup Database.

d.

Click Add.

e.

Type the names of the backup file and the backup directory.

f.

In the Backup section, click Database - complete.

g.

Click OK.

a.

Open the Microsoft SQL Server Management Studio.

b.

Right-click the name of the BlackBerry Configuration Database. Click

Tasks.

c.

Click Back Up.

d.

In the Database list, click the database name.

e.

In the Backup type list, click Full.

f.

In the Backup component list, click Database.

g.

Type the backup directory and file name.

h.

Click the type of backup destination.

i.

Click OK.

a.

On the computer that hosts the BlackBerry Configuration Database, at the command prompt, type the following command:

osql -E

b.

Press ENTER.

c.

Type the following commands:

backup database <database_name> to disk = 'C:

\<database_name>.bak' go

19

Upgrade Guide Preparing to upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server

Task

Back up using the BlackBerry

Configuration Database Backup Tool

Steps quit

a.

At the command prompt, change to the Tools folder on the BlackBerry

Professional Software or the BlackBerry Enterprise Server installation media.

b.

Run BlackBerryDbBackup.exe, using the parameters that are explained in Blackberry Configuration Database Backup Tool

Parameters.

After you finish: Restore the BlackBerry Configuration Database to the same location or to a different computer.

BlackBerry Configuration Database Backup Tool parameters

The parameters listed in brackets are optional.

Parameter

-d <databasename>

[-f] <foldername>

[-S] <database server>

[-E]

[-U] <username>

[-P] <password>

Description

This parameter specifies the name of the BlackBerry® Configuration Database.

For example, BESMgmt.

This parameter specifies the folder that you want to save the backup file in.

If you specify a different location, the folder must already exist.

The default folder is the current location.

This parameter specifies the name of the server that hosts the database.

This parameter specifies whether you want to use Microsoft® Windows® authentication to connect to the database instead of database authentication.

Your login account must have database owner permission.

The default is false.

This parameter specifies the user name for database authentication.

If you want to use a different login account, the account must have database owner permission.

The default is sa.

This parameter specifies the password for database authentication.

20

Upgrade Guide

Parameter

[-p] <percentage>

[-?]

Preparing to upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server

Description

This parameter specifies the interval, in percentages, that you want the

BlackBerry Configuration Database Backup Tool to report progress at.

The default is 10.

This parameter specifies information about the tool. No other parameters are required when you use this parameter.

21

Upgrade Guide Configuring a Microsoft Exchange 5.5, Microsoft Exchange 2000, or Microsoft Exchange 2003 messaging environment

22

Upgrade Guide Configuring a Microsoft Exchange 5.5, Microsoft Exchange 2000, or Microsoft Exchange 2003 messaging environment

Configuring a Microsoft Exchange 5.5, Microsoft

Exchange 2000, or Microsoft Exchange 2003 messaging environment

4

Identify and resolve any Microsoft Exchange known issues for wireless calendar synchronization

You must read the Microsoft® Exchange known issues that might impact your messaging environment and install the hotfixes for them. If your messaging environment includes multiple messaging servers, resolve the known issues that apply to the latest version of the Microsoft Exchange software in your environment.

Without the proper fixes installed, the BlackBerry® Enterprise Server cannot function.

1.

To determine which of the following Microsoft articles apply to your environment, visit www.support.microsoft.com

:

Microsoft Exchange tool

Microsoft Exchange Version 5.5 Administrator

Microsoft Exchange 2000 System Manager

Microsoft Exchange 2003 System Manager

Microsoft article

• 312273

• 818709

• 314606

• 824960

• 823343

• 894470

2.

Verify that your environment meets the requirements described in the applicable known issues.

3.

Download and install the hotfixes for the known issues on the computers on which you plan to install the BlackBerry

Enterprise Server and the BlackBerry Manager.

23

Upgrade Guide Setting up the database connection

24

Upgrade Guide Setting up the database connection

Setting up the database connection

5

The BlackBerry® Enterprise Server can connect to the BlackBerry Configuration Database on the Microsoft® SQL Server® using Microsoft® Windows® authentication or database authentication. If you use Microsoft Windows authentication, the

BlackBerry Manager logs in to the BlackBerry Configuration Database using the Microsoft Windows account that you used to complete the installation.

If you use database authentication with Microsoft SQL Server, the BlackBerry Manager authenticates to the database using the database credentials that the administrator provides.

Using the existing BlackBerry Configuration Database after the upgrade to the

BlackBerry Enterprise Server

If you plan to use the existing BlackBerry® Configuration Database on its existing computer when you upgrade to the

BlackBerry® Enterprise Server, no setup is required before the upgrade process begins.

Durinng the upgrade process, you specify whether the BlackBerry Configuration Database is installed locally or remotely, the name of the BlackBerry Configuration Database, and the name of the database server.

Specifying permissions when connecting to the BlackBerry Configuration Database using Microsoft Windows authentication

During the BlackBerry® Enterprise Server installation process, if you choose to connect to the BlackBerry Configuration

Database using Microsoft® Windows® authentication, the Microsoft Windows account that you use must have permissions on the database server. The type of permissions depends on the BlackBerry Enterprise Server setup option that you choose, and on whether you create the BlackBerry Configuration Database on the same computer as the BlackBerry Enterprise Server or on another database server.

Assign Microsoft SQL Server permissions to the Microsoft Windows account

> Peform one of the following actions:

• If you create the BlackBerry® Configuration Database on the same computer as the BlackBerry® Enterprise Server, or if you install the BlackBerry MDS Integration Service, assign the system administrator permission to the Microsoft®

Windows® account that you are using to complete the installation.

• If you create the BlackBerry Configuration Database on another computer, assign server administrator and database creator permissions to the Microsoft Windows account that you are using to complete the installation. If you are using Microsoft® SQL Server® 2005, assign the system administrator permission, or each of the following roles:

SQLAgentUserRole, SQLAgentReaderRole, and SQLAgentOperatorRole.

25

Upgrade Guide Setting up the database connection

Configuring authentication to the BlackBerry MDS Integration Service database

If you install the BlackBerry® MDS Integration Service on a Microsoft® SQL Server®, the setup application uses the same uthentication method and account that you specified for the BlackBerry Configuration Database. The account requires the same permissions for the BlackBerry MDS Integration Service database as it requires for the BlackBerry Configuration

Database.

26

Upgrade Guide Performing the upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server

Performing the upgrade from the BlackBerry Professional

Software to the BlackBerry Enterprise Server

6

Prerequisites: Upgrading from the BlackBerry Professional Software to the

BlackBerry Enterprise Server

Complete the following tasks:

• Obtain the BlackBerry® Enterprise Server software files.

• Purchase the BlackBerry® Enterprise Server Trade-Up Key from the software vendor.

• Back up the BlackBerry® Professional Software registry settings and log files.

• Back up the BlackBerry Configuration Database.

• If you plan to move the existing BlackBerry Configuration Database to a different computer or to a new Microsoft® SQL

Server®, perform the move before you begin the upgrade process.

Verify that you have the following information available:

• BlackBerry Enterprise Server Trade-Up Key

• existing CAL key, SRP authentication key, and SRP host name

• name of the BlackBerry Configuration Database

• name of the server that hosts the BlackBerry Configuration Database

Stop the BlackBerry Professional Software services

You stop the BlackBerry® Professional Software services so that running services do not interfere with the upgrade process.

1.

Log in to the server that hosts the BlackBerry Professional Software using the BESAdmin account.

2.

In the Microsoft® Windows® Services, stop the BlackBerry Professional Software services.

Upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise

Server

The process of upgrading to the BlackBerry® Enterprise Server is the same for either an in-place upgrade on the server that currently hosts the BlackBerry Professional Software or a cutover upgrade on a different computer.

The upgrade process includes a restart of the computer.

Before you begin:

• In the Microsoft® Windows® Services, stop the BlackBerry® Professional Software services.

1.

Log in to the computer that you plan to use to host the BlackBerry Enterprise Server using the BESAdmin account.

2.

On the BlackBerry Enterprise Server installation media, double-click the setup.exe file.

27

Upgrade Guide Performing the upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server

3.

Complete the instructions on the screen. When you are prompted to type the unlock key, type the BlackBerry Enterprise

Server Trade-Up Key.

4.

When prompted to restart the computer, click Yes.

5.

Log in to the computer using the account that you used in step 1, when you started the setup application.

6.

Complete the instructions on the screen.

Improve the startup performance of the BlackBerry Enterprise Server after the upgrade

After an upgrade, the BlackBerry® Enterprise Server might send new service books to every BlackBerry device. If it sends all the new service books at the same time, the BlackBerry Enterprise Server startup time might be affected. You can improve the startup performance of the BlackBerry Enterprise Server by configuring the number of service books that the BlackBerry

Enterprise Server sends each hour.

1.

On the computer that hosts an upgraded BlackBerry Policy Service, on the taskbar, click Start > Run. Type regedit.

2.

In the left pane, navigate to HKEY_LOCAL_MACHINE\SOFTWARE\Research In Motion\BlackBerry Enterprise Server

\BlackBerry IT Admin Server.

3.

Right-click BlackBerry IT Admin Server. Click New > DWORD Value.

4.

Create the following DWORD values if they do not already exist:

SBThrottlingEnabled: Right-click the new value. Click Modify. Set the Value data to 1.

SBThrottleLimit: Right-click the new value. Click Modify. Set the Value data, in decimal format, to the maximum number of service books that you want the BlackBerry Enterprise Server to send each hour. The default number is .

60, which means that the BlackBerry Enterprise Server sends 60 new service books each hour.

28

Upgrade Guide Troubleshooting the BlackBerry Enterprise Server upgrade process

Troubleshooting the BlackBerry Enterprise Server upgrade process

7

A third-party tool did not install successfully and the BlackBerry Enterprise Server setup application closed

Possible solution

1.

In the BlackBerry® Enterprise Server installation media, open the Tools folder.

2.

Double-click the setup application file for the tool that you want to install.

3.

Complete the instructions on the screen.

4.

Restart the BlackBerry Enterprise Server setup application.

Previous version detected but no database available

When you start the setup application, the following message appears, and the setup application stops: "Previous version detected but no database available."

Possible solution

The registry keys that identify the BlackBerry® Configuration Database must exist in the Registry Editor.

1.

On the server that hosts the BlackBerry® Enterprise Server, on the taskbar, click Start > Run. Type regedit.

2.

In the left pane, navigate to HKEY_LOCAL_MACHINE\Research In Motion\BlackBerry Enterprise Server\Database.

3.

Right-click Database. Click New > String Value.

4.

Create the following case-sensitive String values if they do not already exist:

DatabaseName: Right-click the new value. Click Modify. Set the Value data to the name of the BlackBerry

Configuration Database.

DatabaseServerMachineName: Right-click the new value. Click Modify. Set the Value data to the computer name of the server that hosts the BlackBerry Configuration Database.

5.

Restart the setup application.

The BlackBerry Collaboration Service does not connect to Microsoft Office Live

Communications Server 2005

Possible solution

If your instant messaging environment supports Windows® Messenger with TLS, you must configure authentication.

29

Upgrade Guide Troubleshooting the BlackBerry Enterprise Server upgrade process

1.

Download the trial edition of Microsoft® Office Communicator 2005 from www.microsoft.com/downloads .

2.

Install Microsoft Office Communicator 2005 on the computer that hosts the BlackBerry® Collaboration Service.

3.

Connect to Microsoft® Office Live Communications Server 2005 using Microsoft Office Communicator 2005.

4.

If a connection does not open, verify that you installed or imported the certificates required for authentication.

The setup application did not prompt you to change or confirm the MAPI profile

Possible solution

Create and change the MAPI profile manually.

1.

In the BlackBerry® Enterprise Server installation media, open the Tools folder.

2.

Double-click Fixmapisvc.exe.

3.

Verify that mapisvc.inf is installed at C:\winnt\system32\ or C:\windows\system32\.

4.

On the taskbar, click Start > BlackBerry Enterprise Server > Edit MAPI Profile.

5.

Type the Microsoft® Exchange server name.

6.

Click the Microsoft® Windows® account that is associated with the MAPI profile.

7.

Click OK.

You cannot resolve errors that occur when you move users

Possible solution

1.

Delete the user accounts from the BlackBerry® Enterprise Server before you start the upgrade process.

2.

Add the user accounts to the BlackBerry Enterprise Server when the upgrade process completes.

3.

Activate users’ BlackBerry devices over the wireless network.

You encounter errors when you try to upgrade the BlackBerry Configuration

Database

Possible solution

1.

Navigate to C:\Program Files\Research In Motion\BlackBerry Enterprise Server\Logs\Installer or to the location of the log files that you specified in the setup application.

2.

Open DB_InstallV<YYMMDDHHMMSS>.log, where <YYMMDDHHMMSS> specifies the date and time, in 24 hour clock format, that you upgraded the BlackBerry Configuration Database.

3.

Check the log file for error messages.

30

Upgrade Guide Troubleshooting the BlackBerry Enterprise Server upgrade process

The setup application prompts you for access to the installation media for

Microsoft .NET Framework Version 1.1

When the BlackBerry® Enterprise Server setup application installs Microsoft® .NET Framework Version 1.1 SP1 on a computer that hosts a previously installed version of Microsoft .NET Framework Version 1.1, it prompts you for access to the installation media for Microsoft .NET Framework Version 1.1.

Possible solution

You can access the netfx.msi file that is included with the BlackBerry Enterprise Server installation media.

1.

In the BlackBerry Enterprise Server installation media, open the Tools folder.

2.

Double-click netfx.msi.

3.

Complete the instructions on the screen.

Restore the BlackBerry Configuration Database

You can use the backup and restore process to return to a previous version of the BlackBerry® Configuration Database after an installation, migration, or upgrade.

You can also use the restore process to move an existing BlackBerry Configuration Database to a different computer. You must first create a blank database on the new computer and then restore the existing database to the new location.

1.

Complete this step only if you want to move the existing BlackBerry Configuration Database:

• On the new host computer for the BlackBerry Configuration Database, extract the setup application files for the

BlackBerry® Professional Software or the BlackBerry® Enterprise Server.

• At the command prompt, navigate to the Database folder in the extracted files.

• Type the following command:

createdb besmgmt.cfg

2.

In the Microsoft® Windows® Services, stop the BlackBerry Professional Software services.

3.

Perform one of the following tasks:

Task

Restore from the Microsoft® SQL

Server® Enterprise Manager.

Steps

a.

Open the Microsoft SQL Server Enterprise Manager.

b.

Right-click the name of the BlackBerry Configuration Database. Click

All Tasks.

c.

Click Restore Database.

31

Upgrade Guide Troubleshooting the BlackBerry Enterprise Server upgrade process

Task

Restore from the Microsoft SQL

Server Management Studio.

Restore from a command prompt.

Restore using the BlackBerry

Configuration Database Backup Tool

Steps

d.

On the General tab, in the Restore section, click From device.

e.

In the Choose Restore Devices section, click Add.

f.

In the File name field, navigate to the backup file (for example, besmgmt.bak).

g.

In the Restore backup set section, click Database - complete.

h.

In each window, click OK until the restore process begins.

a.

Open the Microsoft SQL Server Management Studio.

b.

Right-click the name of the BlackBerry Configuration Database. Click

Tasks.

c.

Click Restore.

d.

Click Database.

e.

In the To database list, click the new database name.

f.

In the From database list, click the name of the database that you want to restore.

g.

Click OK.

a.

On the computer that hosts the BlackBerry Configuration Database, at the command prompt, type the following command:

osql -E

b.

Press ENTER.

c.

Type the following commands:

restore database <database_name> from disk = 'C:

\<database_name>.bak' go quit

a.

On the computer that hosts the BlackBerry Configuration Database, at the command prompt, change to <extracted folder>\Tools.

b.

Type BlackBerryDBRestore.exe.

32

Upgrade Guide

Task

Troubleshooting the BlackBerry Enterprise Server upgrade process

Steps

c.

Type the same parameters that you used when you backed up the database.

d.

Press ENTER.

33

Upgrade Guide Upgrading the BlackBerry Device Software

34

Upgrade Guide Upgrading the BlackBerry Device Software

Upgrading the BlackBerry Device Software

8

If you want to make the new features of the BlackBerry® Enterprise Server available to users in your organization, you can upgrade the BlackBerry® Device Software and the BlackBerry® Desktop Software when you upgrade the BlackBerry

Enterprise Server.

You can choose one of the following upgrade methods:

• permit users to upgrade the BlackBerry Device Software at their computers

• upgrade the BlackBerry Device Software at a central computer

• push the BlackBerry Device Software and the BlackBerry Desktop Software to users' computers

For more information about the BlackBerry Device Software and the BlackBerry Desktop Software, visit www.blackberry.com/ support .

Permitting users to upgrade the BlackBerry Device Software from their computers

If you want users to upgrade the BlackBerry® Device Software from their computers, you can install the BlackBerry Device

Software and the application loader tool on a network drive.

Advantages

• You can automate the process for upgrading the

BlackBerry Device Software so that users do not have to complete any upgrade tasks for BlackBerry devices that use a USB connection.

• You can upgrade BlackBerry devices remotely.

Disadvantages

• You cannot manage BlackBerry Device Software upgrades using software configurations.

• You cannot make users upgrade the BlackBerry Device

Software.

• This upgrade process increases network traffic to the network drive.

This upgrade process only applies if users have one of the following desktop software versions:

• BlackBerry® Desktop Software Version 3.6 or later

• BlackBerry® Handheld Manager Version 3.6 or later

After the upgrade process completes, the application loader tool connects to the messaging server to provision the BlackBerry devices.

Configure a network drive

1.

Share <drive>:\Program Files\Common Files\Research In Motion with read-only permissions.

2.

Verify that the computers of BlackBerry® device users in your organization can access the network drive.

35

Upgrade Guide Upgrading the BlackBerry Device Software

3.

To decrease bandwidth over your organization's LAN, verify that the network drive is in close proximity to users.

Save the BlackBerry Device Software installation files to the network drive

Before you begin: Obtain the BlackBerry® Device Software installation media from your service provider.

1.

On the network drive, in the installation directory, create a folder that is named Device.

2.

Save the required BlackBerry Device Software files to the folder.

Verify the version of the application loader tool

Perform this task to verify that the application loader tool can support the version of the BlackBerry® Device Software that you plan to install.

1.

On the network drive, navigate to <drive>:\Program Files\Common Files\Research In Motion\AppLoader.

2.

Right-click loader.exe.

3.

Click Properties.

4.

On the Version tab, verify that loader.exe is Version 4.1 or later.

If the version number for loader.exe is earlier than Version 4.1, visit www.blackberry.com/support/downloads to download BlackBerry® Desktop Software Version 4.1 or later.

Pushing the BlackBerry Desktop Software or BlackBerry Device Manager installation files to users' computers

If BlackBerry® device users do not have the BlackBerry® Desktop Software installed on their computers, you can send the installation files for the BlackBerry Desktop Software or the BlackBerry® Device Manager to their computers.

You can distribute the installation files in one of the following ways:

• push the .msi file for the BlackBerry Device Manager to users' computers

• configure and push the BlackBerry Desktop Software installation file to users' computers, which installs the software and settings on users’ computers automatically

If users require the S/MIME Support Package for BlackBerry® devices to synchronize certificates and private keys, send them the BlackBerry Desktop Software.

Push the BlackBerry Device Manager installation file to users' computers

You can push the BlackBerry® Device Manager to users' computers so that they can perform tasks such as charging their

BlackBerry devices, synchronizing organizer items through the BlackBerry Router, and upgrading the BlackBerry® Device

Software at their computers.

36

Upgrade Guide Upgrading the BlackBerry Device Software

Note: When you push the BlackBerry Device Manager installation file, the installation process automatically removes the

BlackBerry Desktop Manager from users' computers.

1.

Download the installation file for the BlackBerry Device Manager from www.blackberry.com/support/downloads .

2.

Copy the installation file that you downloaded to the shared network drive.

3.

Send users an email message that includes the following information:

• location of the installation file on the network drive

• instructions to double-click blackberry device manager v4.1.msi

Push the BlackBerry Desktop Software installation file to users' computers

You can push the BlackBerry® Desktop Software to users' computers so that they can synchronize organizer data items and manage message forwarding at their computers.

> Send users an email message that includes the location of the installation file on the network drive and specifies one of the following installation types:

• For the BlackBerry® Desktop Manager: \\<shared network drive>\setup.exe /s

• For the BlackBerry Desktop Manager and the BlackBerry Certificate Synchronization Manager: \\<shared network

drive>\setup.exe /s /v "INSTALLLEVEL=125"

The software installs automatically.

Synchronizing wireless data automatically

When you upgrade the BlackBerry® Enterprise Server, the BlackBerry Synchronization Service sends service books to the

BlackBerry devices that can synchronize data over the wireless network. For more information about which BlackBerry®

Device Software versions cause wireless data synchronization to occur automatically, visit www.blackberry.com/support to read article KB04295.

Create the BlackBerry Device Software upgrade instructions for BlackBerry device users

Perform this task so that your users can upgrade the BlackBerry® Device Software.

1.

Create an email message that includes the location of the application loader tool and specifies the following loading commands based on the type of connection that the BlackBerry device uses:

• USB: \\<shared computer name>\Research In Motion\Apploader\loader.exe /defaultUSB /forceload

• Serial: \\<shared computer name>\Research In Motion\Apploader\loader.exe

2.

Consider providing the following instructions in the email message:

• Connect your BlackBerry device to your computer.

• Do not disconnect your BlackBerry device from your computer until the upgrade process completes.

• If prompted, type your BlackBerry device password. Click Next.

• If your BlackBerry device uses a serial connection, complete the instructions on the screen.

37

Upgrade Guide Upgrading the BlackBerry Device Software

• If prompted, select the Provision the device during the loading process option, and select the messaging server on which your user account is located.

Confirming that the BlackBerry Device Software upgrade process completed successfully

Verify that the upgrade from BlackBerry Device Software Version 4.0 or later completed successfully

1.

In the BlackBerry® Manager, in the left pane, click a BlackBerry® Enterprise Server.

2.

In the Users list, click a user.

3.

In the lower pane, verify the BlackBerry® Device Software version.

When you upgrade the BlackBerry Device Software, the version of the BlackBerry Device Software on the BlackBerry device does not update immediately in the BlackBerry Manager. You might have to wait for a short period of time while 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.

Verify that the upgrade from BlackBerry Device Software Version 3.6 completed successfully

> Instruct users to perform the following actions:

• On the BlackBerry® device, in the device options, click About.

• Confirm the version.

Upgrading the BlackBerry Device Software at a central computer

If you want to upgrade the BlackBerry® Device Software for users, or if you want users to upgrade their BlackBerry devices at a central location, you can upgrade the BlackBerry Device Software at a central computer.

Advantages

• You can monitor the software upgrade process at the central computer.

• You can use software configurations to help control the 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® Desktop Manager installed on their computers.

Disadvantages

• You cannot make users upgrade the BlackBerry Device

Software.

38

Upgrade Guide Upgrading the BlackBerry Device Software

Advantages

• You can share a single software location among multiple central computers.

Disadvantages

Configure a network drive

1.

Share <drive>:\Program Files\Common Files\Research In Motion with read-only permissions.

2.

Verify that the computers of BlackBerry® device users in your organization can access the network drive.

3.

To decrease bandwidth over your organization's LAN, verify that the network drive is in close proximity to users.

Save the BlackBerry Device Software installation files to the network drive

Before you begin: Obtain the BlackBerry® Device Software installation media from your service provider.

1.

On the network drive, in the installation directory, create a folder that is named Device.

2.

Save the required BlackBerry Device Software files to the folder.

Create a software configuration for the BlackBerry Device Software

Perform this task to help control the software upgrade process for each BlackBerry® device at a central computer.

1.

In the BlackBerry Manager, in the left pane, click BlackBerry Domain.

2.

On the Software Configurations tab, click Add New Configuration.

3.

In the Configuration Name field, type a name for the software configuration.

4.

In the Device Software Location field, click the Change button.

5.

Navigate to the network location where you installed the BlackBerry® Device Software.

6.

In the Application Name list, select the check box for the BlackBerry device series that you want to upgrade the

BlackBerry Device Software for.

7.

Expand the application tree.

8.

Select the check boxes for additional components or applications that you want to install.

9.

Click OK.

Assign the software configuration to a user account

If you add the BlackBerry® Device Software to a software configuration and then assign the software configuration to a user acount, you can monitor when the upgrade process occurs.

1.

In the BlackBerry Manager, in the left pane, click a BlackBerry® Enterprise Server.

2.

In the Users list, click the user account that you want to assign the software configuration to.

3.

In the lower pane, click Device Management.

39

Upgrade Guide Upgrading the BlackBerry Device Software

4.

Click Assign Software Configuration.

5.

Click a software configuration.

6.

Click OK.

Upgrade the BlackBerry Device Software at a central computer

Before you begin:

• Verify that the central computer can access the network drive.

• To decrease bandwidth over your organization's LAN, verify that the network drive is in close proximity to the central computer.

• Verify that BlackBerry® Manager is installed on the central computer.

1.

Connect the BlackBerry device to the central computer that hosts the BlackBerry Manager.

2.

In the BlackBerry Manager, in the left pane, click Ports.

3.

On the Ports tab, click the BlackBerry device whose BlackBerry® Device Software you want to upgrade.

4.

Perform one of the following actions:

• To upgrade the BlackBerry Device Software automatically, click Load Handheld.

• To upgrade the BlackBerry Device Software using the application loader tool, click Load Handheld (Interactive).

5.

Click a software configuration.

6.

Click OK.

7.

If you are using the application loader tool, complete the instructions on the screen.

Verify that the BlackBerry Device Software upgrade at a central computer completed successfully

1.

In the BlackBerry® Manager, in the left pane, click a BlackBerry® Enterprise Server.

2.

In the Users list, click a user.

3.

In the lower pane, check for one of the following status messages:

Upgrade Required: the BlackBerry device has not yet been upgraded to the BlackBerry® Device Software specified in the assigned software configuration

Up to date: the BlackBerry device has been upgraded to the BlackBerry Device Software specified in the software configuration

When you upgrade the BlackBerry Device Software, the version of the BlackBerry Device Software on the BlackBerry device does not update immediately in the BlackBerry Manager. You might have to wait for a short period of time while 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.

40

Upgrade Guide Upgrading the BlackBerry Device Software

Pushing the BlackBerry Device Software and the BlackBerry Desktop Software to users' computers

You can use third-party applications to create a single upgrade file that contains the BlackBerry® Desktop Software and the

BlackBerry® Device Software, and send the upgrade file to the computers of BlackBerry device users.

The application loader tool on the computers then upgrades the BlackBerry Device Software on the BlackBerry device.

Advantages

• You can install the BlackBerry Device Software and the

BlackBerry Desktop Software on computers automatically.

• You can set an IT policy to make users upgrade the

BlackBerry Device Software.

Disadvantages

• You must distribute large upgrade packages over your organization's LAN.

This upgrade process applies when you upgrade from BlackBerry Device Software Version 3.5 or earlier.

Configure a network drive

1.

Share <drive>:\Program Files\Common Files\Research In Motion with read-only permissions.

2.

Verify that the computers of BlackBerry® device users in your organization can access the network drive.

3.

To decrease bandwidth over your organization's LAN, verify that the network drive is in close proximity to users.

Save the BlackBerry Device Software installation files to the network drive

Before you begin: Obtain the BlackBerry® Device Software installation media from your service provider.

1.

On the network drive, in the installation directory, create a folder that is named Device.

2.

Save the required BlackBerry Device Software files to the folder.

Save the BlackBerry Desktop Software installation files to the network drive

1.

Download the BlackBerry® Desktop Software installation file from www.blackberry.com/support/downloads .

2.

Save the installation file that you downloaded to the shared network drive.

3.

If necessary, extract the installation files from the .exe file to the network drive.

4.

On the network drive, open setup.ini.

5.

At the bottom of setup.ini, type [INSTALL_OPTIONS].

41

Upgrade Guide Upgrading the BlackBerry Device Software

6.

To add the installation settings, use install.txt, which is included with the BlackBerry Desktop Software installation files.

7.

Save setup.ini.

Synchronizing wireless data automatically

When you upgrade the BlackBerry® Enterprise Server, the BlackBerry Synchronization Service sends service books to the

BlackBerry devices that can synchronize data over the wireless network. For more information about which BlackBerry®

Device Software versions cause wireless data synchronization to occur automatically, visit www.blackberry.com/support to read article KB04295.

Send the installation files for the BlackBerry Desktop Software and the BlackBerry Device

Software to users using a third-party application

Perform this task so that you can upgrade the BlackBerry® Desktop Software and BlackBerry® Desktop Manager by pushing the software to user computers using a third-party application.

1.

To record the customized settings in the BlackBerry Desktop Software installation files so that you can create a custom software package, at a command prompt, type one of the following commands:

• For BlackBerry Desktop Manager users, type \\<shared computer name>\setup.exe /s

• For BlackBerry Desktop Manager users and BlackBerry Certificate Synchronization Manager users, type \\<shared

computer name>\setup.exe /s /v "INSTALLLEVEL=125"

2.

Package the customized BlackBerry Desktop Software and the BlackBerry® Device Software installation files using a third-party application for software packaging.

3.

Send the installation files using a third-party application for software distribution.

After you finish: If you want to make sure that users upgrade the BlackBerry Device Software, set the Force Load Count IT policy rule and the Force Load Message IT policy rule. For more information, see the BlackBerry Enterprise Server Policy

Reference Guide.

Confirming that the BlackBerry Device Software upgrade process completed successfully

Verify that the upgrade from BlackBerry Device Software Version 4.0 or later completed successfully

1.

In the BlackBerry® Manager, in the left pane, click a BlackBerry® Enterprise Server.

2.

In the Users list, click a user.

3.

In the lower pane, verify the BlackBerry® Device Software version.

42

Upgrade Guide Upgrading the BlackBerry Device Software

When you upgrade the BlackBerry Device Software, the version of the BlackBerry Device Software on the BlackBerry device does not update immediately in the BlackBerry Manager. You might have to wait for a short period of time while 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.

Verify that the upgrade from BlackBerry Device Software Version 3.6 completed successfully

> Instruct users to perform the following actions:

• On the BlackBerry® device, in the device options, click About.

• Confirm the version.

43

Upgrade Guide Troubleshooting the BlackBerry Device Software upgrade process

44

Upgrade Guide Troubleshooting the BlackBerry Device Software upgrade process

Troubleshooting the BlackBerry Device Software upgrade process

9

When users click the link to the application loader tool in the upgrade instructions, the upgrade process does not start

Possible cause

The application loader might not be shared.

Possible solution

1.

Connect a BlackBerry® device to a computer on which the BlackBerry Manager is installed.

2.

At the command prompt, type \\<shared network drive>\Research In Motion\Apploader\loader.exe

3.

If the application loader tool starts, the tool is shared successfully.

45

Upgrade Guide Glossary

46

Upgrade Guide Glossary

Glossary

10

AJAX

Asynchronous JavaScript® and XML

BlackBerry Domain

A BlackBerry Domain consists of the BlackBerry Configuration Database with its users and any BlackBerry® Enterprise

Server instances that connect to it.

BlackBerry MDS

BlackBerry® Mobile Data System

CAL

A client access license (CAL) limits how many users you can add to the BlackBerry® Enterprise Server.

CDO

Collaboration Data Object

DMZ

A demilitarized zone (DMZ) is a neutral subnetwork outside of an organization's firewall. It exists between the trusted

LAN of the organization and the untrusted external wireless network and public Internet.

DNS

Domain Name System

HTTPS

Hypertext Transfer Protocol over Secure Sockets Layer

ISAPI

Internet Server Application Programming Interface

LAN

local area network

MAPI

Messaging Application Programming Interface

MDAC

Microsoft® Data Access Components

messaging server

A messaging server sends and processes messages and provides collaboration services, such as updating and communicating calendar and address book information.

47

Upgrade Guide Glossary

BlackBerry Mobile Data Service

After you upgrade to BlackBerry® Enterprise Server Version 4.1 or later, the BlackBerry® Mobile Data Service name changes to the BlackBerry MDS Connection Service.

MSDE

Microsoft® SQL Server™ Desktop Engine

MSMQ

Microsoft® Message Queuing

MTLS

Mutual Transport Layer Security

S/MIME

Secure Multipurpose Internet Mail Extensions

SNMP

Simple Network Management Protocol

SQL

Structured Query Language

SRP

Server Routing Protocol

SSL

Secure Sockets Layer

TLS

Transport Layer Security

XML

Extensible Markup Language

48

Upgrade Guide Legal notice

Legal notice

11

©2008 Research In Motion Limited. All rights reserved. BlackBerry®, RIM®, Research In Motion®, SureType® and related trademarks, names, and logos are the property of Research In Motion Limited and are registered and/or used as trademarks in the U.S., Canada, and countries around the world.

IBM, Lotus, and Sametime are trademarks of International Business Machines Corporation. Microsoft, Active Directory,

Internet Explorer, SQL Server, Visual Studio, Windows, Windows Media, and Windows Server are trademarks of Microsoft

Corporation. Novell and GroupWise are trademarks of Novell, Inc. RSA is a trademark of RSA Security. Java and JavaScript are trademarks of Sun Microsystems, Inc. VMware is a trademark of VMware, Inc. Wi-Fi is a trademark of the Wi-Fi Alliance.

All other trademarks are the properties of their respective owners.

The BlackBerry smartphone and other devices 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 the U.S. and in various countries around the world. Visit www.rim.com/patents for a list of RIM (as hereinafter defined) patents.

This documentation including all documentation incorporated by reference herein such as documentation provided or made available at www.blackberry.com/go/docs is provided or made accessible "AS IS" and "AS AVAILABLE" and without condition, endorsement, guarantee, representation, or warranty of any kind by Research In Motion Limited and its affiliated companies

("RIM") and RIM assumes no responsibility for any typographical, technical, or other inaccuracies, errors, or omissions in this documentation. In order to protect RIM proprietary and confidential information and/or trade secrets, this documentation may describe some aspects of RIM technology in generalized terms. RIM reserves the right to periodically change information that is contained in this documentation; however, RIM makes no commitment to provide any such changes, updates, enhancements, or other additions to this documentation to you in a timely manner or at all.

This documentation might contain references to third-party sources of information, hardware or software, products or services including components and content such as content protected by copyright and/or third-party web sites (collectively the

"Third Party Products and Services"). RIM does not control, and is not responsible for, any Third Party Products and Services including, without limitation the content, accuracy, copyright compliance, compatibility, performance, trustworthiness, legality, decency, links, or any other aspect of Third Party Products and Services. The inclusion of a reference to Third Party

Products and Services in this documentation does not imply endorsement by RIM of the Third Party Products and Services or the third party in any way.

EXCEPT TO THE EXTENT SPECIFICALLY PROHIBITED BY APPLICABLE LAW IN YOUR JURISDICTION, ALL CONDITIONS,

ENDORSEMENTS, GUARANTEES, REPRESENTATIONS, OR WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED,

INCLUDING WITHOUT LIMITATION, ANY CONDITIONS, ENDORSEMENTS, GUARANTEES, REPRESENTATIONS OR

WARRANTIES OF DURABILITY, FITNESS FOR A PARTICULAR PURPOSE OR USE, MERCHANTABILITY, MERCHANTABLE

QUALITY, NON-INFRINGEMENT, SATISFACTORY QUALITY, OR TITLE, OR ARISING FROM A STATUTE OR CUSTOM OR A

COURSE OF DEALING OR USAGE OF TRADE, OR RELATED TO THE DOCUMENTATION OR ITS USE, OR PERFORMANCE

OR NON-PERFORMANCE OF ANY SOFTWARE, HARDWARE, SERVICE, OR ANY THIRD PARTY PRODUCTS AND SERVICES

REFERENCED HEREIN, ARE HEREBY EXCLUDED. YOU MAY ALSO HAVE OTHER RIGHTS THAT VARY BY STATE OR

PROVINCE. SOME JURISDICTIONS MAY NOT ALLOW THE EXCLUSION OR LIMITATION OF IMPLIED WARRANTIES AND

CONDITIONS. TO THE EXTENT PERMITTED BY LAW, ANY IMPLIED WARRANTIES OR CONDITIONS RELATING TO THE

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DOCUMENTATION TO THE EXTENT THEY CANNOT BE EXCLUDED AS SET OUT ABOVE, BUT CAN BE LIMITED, ARE HEREBY

LIMITED TO NINETY (90) DAYS FROM THE DATE YOU FIRST ACQUIRED THE DOCUMENTATION OR THE ITEM THAT IS

THE SUBJECT OF THE CLAIM.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW IN YOUR JURISDICTION, IN NO EVENT SHALL RIM BE LIABLE

FOR ANY TYPE OF DAMAGES RELATED TO THIS DOCUMENTATION OR ITS USE, OR PERFORMANCE OR NON-

PERFORMANCE OF ANY SOFTWARE, HARDWARE, SERVICE, OR ANY THIRD PARTY PRODUCTS AND SERVICES

REFERENCED HEREIN INCLUDING WITHOUT LIMITATION ANY OF THE FOLLOWING DAMAGES: DIRECT,

CONSEQUENTIAL, EXEMPLARY, INCIDENTAL, INDIRECT, SPECIAL, PUNITIVE, OR AGGRAVATED DAMAGES, DAMAGES

FOR LOSS OF PROFITS OR REVENUES, FAILURE TO REALIZE ANY EXPECTED SAVINGS, BUSINESS INTERRUPTION, LOSS

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TRANSMIT OR RECEIVE ANY DATA, PROBLEMS ASSOCIATED WITH ANY APPLICATIONS USED IN CONJUNCTION WITH

RIM PRODUCTS OR SERVICES, DOWNTIME COSTS, LOSS OF THE USE OF RIM PRODUCTS OR SERVICES OR ANY PORTION

THEREOF OR OF ANY AIRTIME SERVICES, COST OF SUBSTITUTE GOODS, COSTS OF COVER, FACILITIES OR SERVICES,

COST OF CAPITAL, OR OTHER SIMILAR PECUNIARY LOSSES, WHETHER OR NOT SUCH DAMAGES WERE FORESEEN OR

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TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW IN YOUR JURISDICTION, RIM SHALL HAVE NO OTHER

OBLIGATION, DUTY, OR LIABILITY WHATSOEVER IN CONTRACT, TORT, OR OTHERWISE TO YOU INCLUDING ANY

LIABILITY FOR NEGLIGENCE OR STRICT LIABILITY.

THE LIMITATIONS, EXCLUSIONS, AND DISCLAIMERS HEREIN SHALL APPLY: (A) IRRESPECTIVE OF THE NATURE OF THE

CAUSE OF ACTION, DEMAND, OR ACTION BY YOU INCLUDING BUT NOT LIMITED TO BREACH OF CONTRACT,

NEGLIGENCE, TORT, STRICT LIABILITY OR ANY OTHER LEGAL THEORY AND SHALL SURVIVE A FUNDAMENTAL BREACH

OR BREACHES OR THE FAILURE OF THE ESSENTIAL PURPOSE OF THIS AGREEMENT OR OF ANY REMEDY CONTAINED

HEREIN; AND (B) TO RIM AND ITS AFFILIATED COMPANIES, THEIR SUCCESSORS, ASSIGNS, AGENTS, SUPPLIERS

(INCLUDING AIRTIME SERVICE PROVIDERS), AUTHORIZED RIM DISTRIBUTORS (ALSO INCLUDING AIRTIME SERVICE

PROVIDERS) AND THEIR RESPECTIVE DIRECTORS, EMPLOYEES, AND INDEPENDENT CONTRACTORS.

IN ADDITION TO THE LIMITATIONS AND EXCLUSIONS SET OUT ABOVE, IN NO EVENT SHALL ANY DIRECTOR, EMPLOYEE,

AGENT, DISTRIBUTOR, SUPPLIER, INDEPENDENT CONTRACTOR OF RIM OR ANY AFFILIATES OF RIM HAVE ANY LIABILITY

ARISING FROM OR RELATED TO THE DOCUMENTATION.

Prior to subscribing for, installing, or using any Third Party Products and Services, it is your responsibility to ensure that your airtime service provider has agreed to support all of their features. Installation or use of Third Party Products and Services with RIM's products and services may require one or more patent, trademark, copyright, or other licenses in order to avoid infringement or violation of third party rights. You are solely responsible for determining whether to use Third Party Products and Services and if any third party licenses are required to do so. If required you are responsible for acquiring them. You should not install or use Third Party Products and Services until all necessary licenses have been acquired. Any Third Party

Products and Services that are provided with RIM's products and services are provided as a convenience to you and are provided "AS IS" with no express or implied conditions, endorsements, guarantees, representations, or warranties of any kind by RIM and RIM assumes no liability whatsoever, in relation thereto. Your use of Third Party Products and Services shall be governed by and subject to you agreeing to the terms of separate licenses and other agreements applicable thereto with third parties, except to the extent expressly covered by a license or other agreement with RIM.

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The terms of use of any RIM product or service are set out in a separate license or other agreement with RIM applicable thereto. NOTHING IN THIS DOCUMENTATION IS INTENDED TO SUPERSEDE ANY EXPRESS WRITTEN AGREEMENTS OR

WARRANTIES PROVIDED BY RIM FOR PORTIONS OF ANY RIM PRODUCT OR SERVICE OTHER THAN THIS

DOCUMENTATION.

Certain features outlined in this documentation require a minimum version of BlackBerry® Enterprise Server Software,

BlackBerry® Desktop Software, and/or BlackBerry® Device Software and may require additional development or Third Party

Products and Services for access to corporate applications.

This product includes software developed by the Apache Software Foundation ( www.apache.org/ ) and/or licensed pursuant to Apache License, Version 2.0 ( www.apache.org/licenses/ ). For more information, see the NOTICE.txt file included with the software. Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.

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Research In Motion UK Limited

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