Blackberry Cell Phone 414 User Manual

BlackBerry Enterprise Server for  
Microsoft Exchange  
Version 4.1.4  
Upgrade Guide  
 
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  
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Waterloo, ON N2L 3W8  
Canada  
Research In Motion UK Limited  
Centrum House, 36 Station Road  
Egham, Surrey TW20 9LF  
United Kingdom  
Published in Canada  
 
 
1
Planning to upgrade your BlackBerry environment.......................................................................................9  
Upgrading to BlackBerry Enterprise Server Version 4.1.4.......................................................................... 9  
Confirm the version from which you are upgrading ............................................................................ 9  
Changes to the BlackBerry Enterprise Server Version 3.5.2 and earlier environment................... 9  
Changes to the BlackBerry Enterprise Server Version 3.6 environment .........................................10  
Changes to the BlackBerry Enterprise Server Version 4.0 environment.........................................10  
Choosing a BlackBerry Enterprise Server upgrade option .........................................................................11  
Upgrading to BlackBerry Device Software Version 4.1 and later.............................................................13  
Choosing a BlackBerry Device Software upgrade option..........................................................................13  
Additional upgrade resources........................................................................................................................15  
2
System requirements ..........................................................................................................................................17  
Hardware requirements.................................................................................................................................. 17  
System requirements for the BlackBerry Enterprise Server...................................................................... 17  
Checklist: Operating system requirements .........................................................................................18  
Checklist: Messaging and collaboration server software requirements .........................................19  
Checklist: Security support requirements ............................................................................................19  
Checklist: Multilanguage support requirements................................................................................20  
Checklist: Virtual machine support requirements..............................................................................20  
Checklist: Additional software requirements......................................................................................20  
System requirements for your corporate environment .............................................................................20  
Checklist: Network environment settings ............................................................................................21  
Checklist: Messaging and collaboration environment settings ........................................................21  
Checklist: BlackBerry MDS Services system requirements ..............................................................24  
Checklist: BlackBerry Enterprise Server with the BlackBerry MDS Services system requirements  
25  
Checklist: BlackBerry Attachment Service system requirements.................................................... 27  
Checklist: BlackBerry Manager system requirements.......................................................................28  
Checklist: BlackBerry Router system requirements...........................................................................29  
 
3
extensions..................................................................................................................................................31  
Perform system maintenance................................................................................................................ 32  
Back up system information .................................................................................................................. 33  
Synchronize BlackBerry device capabilities........................................................................................ 33  
Preparing to upgrade from BlackBerry Enterprise Server Version 3.6................................................... 33  
Perform system maintenance................................................................................................................34  
Back up system information ..................................................................................................................35  
Prepare to consolidate multiple instances of the BlackBerry Enterprise Server ...........................35  
Preview the user migration....................................................................................................................36  
Standardize connections to the BlackBerry Mobile Data Service....................................................39  
Synchronize BlackBerry device capabilities........................................................................................40  
Preparing to upgrade from BlackBerry Enterprise Server Version 4.0...................................................40  
Perform system maintenance................................................................................................................40  
Back up system information ...................................................................................................................41  
Back up the BlackBerry Configuration Database................................................................................41  
4
5
Configuring your environment.........................................................................................................................43  
Configuring Microsoft Exchange to support wireless calendar synchronization .................................43  
Setting database permissions.......................................................................................................................43  
Set Microsoft SQL Server permissions .................................................................................................44  
Upgrading the BlackBerry Enterprise Server using an in-place process.................................................45  
Checklist: Confirm the upgrade requirements...........................................................................................45  
Upgrade the BlackBerry Enterprise Server.................................................................................................46  
Improve the startup performance of the BlackBerry Enterprise Server .................................................46  
Troubleshooting the BlackBerry Enterprise Server upgrade process ..................................................... 47  
Resolving issues during the upgrade process..................................................................................... 47  
Resolving issues after the upgrade process ........................................................................................48  
6
Upgrading the BlackBerry Enterprise Server using a cutover process.................................................... 49  
Checklist: Confirm the upgrade preparation on the existing BlackBerry Enterprise Servers.............49  
 
Checklist: Confirm the installation requirements on the new computer ...............................................49  
Install the BlackBerry Enterprise Server Version 4.1.4 on a new computer...........................................50  
Migrate the user accounts.............................................................................................................................50  
Stop the old BlackBerry Enterprise Server...................................................................................................51  
Improve the startup performance of the BlackBerry Enterprise Server ................................................. 52  
Start the new BlackBerry Enterpriser Server.............................................................................................. 52  
Reactivate user accounts............................................................................................................................... 52  
Troubleshooting the BlackBerry Enterprise Server upgrade....................................................................52  
Resolving issues during the upgrade .................................................................................................. 52  
Resolving issues after the upgrade.......................................................................................................54  
Returning user accounts to their previous BlackBerry Enterprise Server version.........................54  
7
Upgrading the BlackBerry Enterprise Server using a phased process .....................................................55  
Managing a mixed-version environment.............................................................................................55  
BlackBerry Enterprise Server Version 4.1.2 or later considerations.................................................56  
Example 2: Upgrade BlackBerry Enterprise Servers at Version 4.0 and earlier using a phased process  
Berry Configuration Database...............................................................................................................60  
8
mended) ....................................................................................................................................................62  
Distribute the BlackBerry Desktop Software installation files (if required)...................................62  
Create and send a wireless enterprise activation password.............................................................63  
Send the upgrade instructions to BlackBerry device users...............................................................63  
Confirm that the BlackBerry Device Software upgrade is successful .............................................64  
Upgrading the BlackBerry Device Software at a central computer or kiosk.........................................64  
Checklist: Confirm the upgrade requirements....................................................................................64  
 
Add the BlackBerry Device Software to the network drive...............................................................64  
Create a software configuration ...........................................................................................................64  
Assign a software configuration to a user (optional).........................................................................65  
Upgrade the BlackBerry Device Software ...........................................................................................65  
Confirm that the upgrade is successful .............................................................................................. 66  
Sending the BlackBerry Device Software upgrade to user computers.................................................. 66  
Add the BlackBerry Desktop Software installation files to the network drive.............................. 66  
Add the BlackBerry Device Software installation files to the network drive .................................67  
Create and send a wireless enterprise activation password.............................................................67  
Push the installation files to user computers......................................................................................67  
Force the BlackBerry Device Software upgrade .................................................................................67  
Confirm that BlackBerry Device Software upgrade was successful................................................68  
Troubleshooting the BlackBerry device upgrade.......................................................................................68  
Resolving issues during the upgrade ...................................................................................................68  
 
1
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 > Settings > Control Panel.  
2. Double-click Add/Remove Programs.  
3. In the list of currently installed programs, click BlackBerry Enterprise Server.  
4. Click Support Information.  
5. Retrieve the version number.  
Changes to the BlackBerry Enterprise Server Version 3.5.2 and earlier  
environment  
When you upgrade from BlackBerry Enterprise Server Version 3.5.2 or BlackBerry Enterprise Server Version 2.1.5,  
the following changes occur:  
updates to the BlackBerry Enterprise Server software  
removal of the Microsoft® administrative extensions  
creation of a new schema for the BlackBerry Configuration Database  
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:  
updates to the BlackBerry Enterprise Server software  
consolidation of BlackBerry Enterprise Server instances  
creation of a new schema for the BlackBerry Configuration Database  
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:  
updates to the BlackBerry Enterprise Server software, including any BlackBerry components that you installed  
separately (for example, the BlackBerry Manager)  
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.  
10  
 
   
1: Planning to upgrade your BlackBerry environment  
Choosing a BlackBerry Enterprise Server upgrade option  
Upgrade option  
Description  
Advantages  
Disadvantages  
User impact  
Upgrade the BlackBerry  
The in-place upgrade  
you do not require  
you cannot remove  
• BlackBerry devices  
Enterprise Server using an processinstallsBlackBerry  
additional computers  
to perform this  
upgrade  
BlackBerry Enterprise  
Server Version 4.1.4  
and return to the  
earlier version  
running BlackBerry®  
Device Software  
Version 4.0 or later  
receive new service  
books and wireless  
synchronization  
in-place process.  
Enterprise Server Version  
4.1.4 over the existing  
version.  
when the upgrade  
completes, user  
accounts are active  
and no additional  
administrative action  
is required  
automatically  
you turn off the  
occurs  
BlackBerry Enterprise  
Server during the  
upgrade, so the  
all BlackBerry devices  
receive new IT policies  
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 devices  
that are capable of  
wireless  
synchronization  
11  
 
 
BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide  
Upgrade option  
Description  
Advantages  
Disadvantages  
User impact  
• BlackBerry devices  
Upgrade the BlackBerry  
The cutover upgrade  
you can add user  
you require one extra  
Enterprise Server using a processinstallsBlackBerry  
accounts back to the  
old BlackBerry  
Enterprise Server if  
you encounter any  
problems on the new  
one  
computer  
running BlackBerry  
Device Software  
Version 4.0 or later  
receive new service  
books and wireless  
synchronization  
cutover process.  
Enterprise Server Version  
4.1.4 on a new computer  
and migrates user  
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  
accounts and server  
information from the old  
BlackBerry Enterprise  
Server to the new one.  
occurs  
you can move to new  
server hardware and  
start with a clean  
environment  
all BlackBerry devices  
receive new IT policies  
After you migrate the user  
accounts and server  
information, you stop the  
old BlackBerry Enterprise  
Server and start the new  
one.  
you experience  
minimal service  
BlackBerry devices  
that are capable of  
wireless  
interruption using this  
upgrade process  
becauseuseraccounts  
remain active on the  
old BlackBerry  
Enterprise Server until  
you start the new  
BlackBerry Enterprise  
Server  
synchronization  
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.  
Upgrade the BlackBerry  
Enterprise Server using a process maintains earlier  
phased process.  
The phased upgrade  
you can migrate user  
accounts to the new  
BlackBerry Enterprise  
Servers at your own  
pace  
you require additional  
computers  
BlackBerry devices  
running BlackBerry  
Device Software  
Version 4.0 or later  
receive new service  
books and wireless  
synchronization  
versions of the BlackBerry  
Enterprise Servers while  
you gradually create  
Version 4.1.4 BlackBerry  
Enterprise Servers and  
migrate user accounts to  
them.  
you require additional  
SRP credentials  
if you are moving user  
accounts from one  
BlackBerry  
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  
occurs  
Configuration  
all BlackBerry devices  
receive new IT policies  
Database to another,  
BlackBerry device  
options that you back  
up to the BlackBerry  
Configuration  
In a mixed-version  
environment that includes  
BlackBerry components at  
Version 4.1.4, the  
you can monitor  
system performance  
as you add user  
accounts  
Database are lost  
during this move  
BlackBerry Manager must  
not be at a higher version  
than the BlackBerry  
Configuration Database.  
you can reorganize  
your BlackBerry  
environment during  
the upgrade by  
changing user  
distribution patterns  
12  
 
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 an automatic wireless synchronization to occur.  
Choosing a BlackBerry Device Software upgrade option  
Upgrade option  
Description  
Advantages  
Disadvantages  
User impact  
Enable users to upgrade  
the BlackBerry Device  
Software at their  
This upgrade process  
requires you to install the  
BlackBerry Device  
Software and the  
BlackBerry Application  
Loader in a shared  
network drive that is  
accessiblebycomputers in  
your organization.  
you can use a shared  
you cannot manage  
• users must have either  
network drive to make  
the BlackBerry Device  
Software upgrade  
available to users  
you can enable users  
to upgrade their  
BlackBerry devices at  
their computers by  
sending them a link to  
the BlackBerry Device  
Software installation  
files  
BlackBerry Device  
Software upgrades  
using software  
the BlackBerry®  
Desktop Software  
Version 3.6 or later or  
the BlackBerry  
Handheld Manager  
Version 3.6 or later  
installed on their  
computers  
computers.  
configurations  
you cannot force users  
to upgrade their  
BlackBerry Device  
Software  
this upgrade process  
increases network  
traffic to the network  
drive  
you can automate the  
BlackBerry Device  
Software upgrade  
loading process to  
remove user  
interaction for USB  
BlackBerry devices  
you can upgrade  
BlackBerry devices  
remotely  
13  
 
   
BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide  
Upgrade option  
Description  
Advantages  
Disadvantages  
• you cannot force users  
User impact  
• users must bring their  
Upgrade the BlackBerry  
Device Software at a  
central computer or kiosk. help control the  
BlackBerry Device  
This upgrade process uses  
software configurations to  
you can monitor the  
BlackBerry Device  
Software upgrade  
process at the  
to upgrade their  
BlackBerry Device  
Software  
BlackBerry devices to  
an administrator to  
upgrade the  
Software upgrade process  
administration  
computer  
BlackBerry Device  
Software  
for each BlackBerry device  
at a central administration  
computer or kiosk.  
you can use software  
configurations to help  
control BlackBerry  
Device Software  
upgrades  
This upgrade process  
requires you to install the  
BlackBerry Device  
Software in a shared  
network drive that is  
accessible by the  
you can upgrade  
multiple BlackBerry  
devices at the same  
time  
administration computer  
or kiosk.  
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 must also install the  
BlackBerry Manager on  
the computer from which  
you plan to upgrade  
BlackBerry devices.  
you can share a single  
software location  
between multiple  
administration  
computers  
Push the BlackBerry  
Device Software and  
BlackBerry Desktop  
Software to user  
computers.  
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  
you can install the  
BlackBerry Device  
Software and the  
BlackBerry Desktop  
Software on users’  
computers  
you must distribute  
large installation  
packages over the  
corporate local area  
network (LAN)  
users must connect  
their BlackBerry  
devices to their  
computers and start  
the BlackBerry  
Desktop Manager  
automatically  
you can force users to  
upgrade their  
BlackBerry Device  
Software through IT  
policies  
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  
you can upgrade  
BlackBerry Device  
Softwareforuserswho  
have BlackBerry  
Desktop Software  
version 3.5 or earlier  
interactively.  
14  
 
1: Planning to upgrade your BlackBerry environment  
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  
Description  
Resource  
Move the BlackBerry  
You must upgrade from Microsoft® SQL  
Configuration Database to a Server™ Database Engine (MSDE) Version 7 article KB-03112 for more information.  
different database  
application.  
to MDSE 2000 or to Microsoft SQL Server.  
Change to a new license  
model during the upgrade.  
If you are changing from the BlackBerry® Visit www.blackberry.com/knowledgecenterpublic to read  
Enterprise Server - Small Business Edition article KB-03535 for more information.  
to the BlackBerry Enterprise Server, you  
require a new client access license key in  
addition to the software.  
Upgrade a pilot environment If you have a separate BlackBerry  
to a production environment. Configuration Database in your pilot  
environment, you must consider how to use  
article KB-04246 for more information.  
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.  
15  
 
 
BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide  
16  
 
2
Hardware requirements  
System requirements for the BlackBerry 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  
Description  
Reference  
Checklist: Operating system requirements  
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.  
See page 18.  
Checklist: Messaging and collaboration  
server software requirements  
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.  
See page 19.  
See page 19.  
See page 20.  
See page 20.  
Checklist: Security support requirements  
This checklist describes the security software that is required on the  
computer on which you plan to install the BlackBerry Enterprise Server,  
if you want to support specific security features.  
Checklist: Multilanguage support  
requirements  
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.  
Checklist: Virtual computer support  
requirements  
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.  
Checklist: Additional software requirements This checklist describes the additional software that is required on the See page 20.  
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.  
 
           
BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide  
Checklist: Operating system requirements  
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:  
Microsoft® Windows® 2000 Service Pack (SP) 4 (Server or Advanced Server editions)  
Microsoft® Windows Server® 2003 (SP1 is required for Microsoft Windows Messenger support and if you are using Microsoft  
Exchange 2007)  
Install Microsoft Messaging 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:  
MDAC Version 2.8 with Security Patch MS04-003 (Version 2000.85.1025.00)  
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 Microsoft Windows installation media  
18  
 
 
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  
Microsoft Exchange Version 5.5 Administrator  
Microsoft Exchange 2000 System Manager  
Microsoft Exchange 2003 System Manager  
Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1.2.1 (see http://support.microsoft.com/kb/929590  
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.  
Review the Microsoft known issues that impact wireless calendar synchronization. See “Configuring Microsoft Exchange to  
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 hotfixes:  
visit http://support.microsoft.com/kb/913643 to install the hotfix on the messaging server  
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  
protocol, you must install or import one of the following certificates on the computer on which you plan to install the BlackBerry  
Enterprise Server:  
If your instant messaging server is Microsoft® Live Communications Server 2005™, you must install or import a Mutual  
TLS (MTLS) certificate.  
If your 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 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 Secure Sockets Layer (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.  
Checklist: Security support requirements  
Considerations  
If you are using RSA® SecurID® authentication, you must install the Security Dynamics Technologies Ace/Agent® for Microsoft  
Windows Version 5.0 on the computer on which you plan to install the BlackBerry MDS Connection Service.  
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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.  
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.  
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  
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.  
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.  
If you are using SNMP monitoring, you must install the SNMP service before you install the BlackBerry Enterprise Server. Visit  
configuring the SNMP service.  
Install Microsoft® Windows Media® Player Version 9 or later to support audio attachments.  
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  
connect to your firewall.  
See page 21.  
Checklist: Messaging and collaboration  
environment settings  
This checklist describes the software and settings that are required on See page 21.  
your messaging server and your desktop email program.  
Checklist: Instant messaging environment  
settings  
This checklist describes the software and settings that are required on See page 21.  
your instant messaging server.  
Checklist: Terminal service settings  
This checklist describes the supported software and settings for  
installing the BlackBerry Enterprise Server using a terminal or remote  
desktop session.  
See page 22.  
Checklist: Database environment settings  
This checklist describes the software and settings that are required on 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  
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  
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  
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).  
Verify that the proxy server is transparent, if you are using a proxying firewall.  
Checklist: Messaging and collaboration environment settings  
Your messaging environment must be one of the following:  
Microsoft Exchange Version 5.5 native environment  
Microsoft Exchange 2000 native environment  
Microsoft Exchange 2003 native environment  
Microsoft Exchange 2007 native environment  
mixed environment (any combination of Microsoft Exchange Version 5.5, Microsoft Exchange 2000, Microsoft Exchange  
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:  
Sametime Version 3.0 Community Server  
Sametime Version 3.1 Community Server  
Sametime Version 6.5.1 Community Server (Version 6.5.1 or later is required to support dormant mode.)  
Sametime Version 7.0 Community Server  
Sametime Version 7.5 Community Server  
Microsoft 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  
If your instant messaging environment supports Microsoft Office Communicator, your environment must also include a Microsoft  
Office Communicator Web Access Server.  
Verify that your Communicator Web Access Server meets the following criteria:  
includes the MTLS and HTTPS certificates required for communication with your Microsoft Live Communications Server  
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  
hotfixes to support the AJAX Service:  
visit www.support.microsoft.com/kb/911996 to install the hotfix on your Microsoft Live Communications Server  
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:  
uses all unassigned IP addresses  
uses forms-based authentication only (RIM does not recommend using integrated authentication when supporting HTTPS  
connections)  
supports HTTPS browser connections  
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  
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 the 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  
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  
Database:  
Microsoft SQL Server 2000 Desktop Engine (MSDE 2000)  
Microsoft SQL Server 2000 SP3a  
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:  
MDAC Version 2.8 with Security Patch MS04-003 (Version 2000.85.1025.00)  
MDAC Version 2.8 SP2 (Version 2000.86.1830.00)  
MDAC Version 2.8 SP2 is shipped only with Microsoft 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  
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  
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  
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  
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  
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  
on the same database server as the BlackBerry Configuration Database.  
If you are installing the BlackBerry MDS Services and if you are using Microsoft SQL Server, the Microsoft SQL Server must support  
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  
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  
<installation directory>\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  
requirements  
This checklist describes the software and settings that are required on See page 24.  
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 required on See page 25.  
the BlackBerry MDS Services system  
requirements  
the computer on which you plan to install the BlackBerry Enterprise  
Server with BlackBerry MDS Services.  
Checklist: BlackBerry Attachment Service  
system requirements  
This checklist describes the software and settings that are required on See page 27.  
the computer on which you plan to install the BlackBerry Attachment  
Service.  
Checklist: BlackBerry Manager system  
requirements  
This checklist describes the software and settings that are required on See page 28.  
the computer on which you plan to install the BlackBerry Manager.  
Checklist: BlackBerry Router system  
requirements  
This checklist describes the software and settings that are required on See page 29.  
the computer on which you plan to install the BlackBerry Router.  
Checklist: BlackBerry MDS Connection  
Service system requirements  
This checklist describes the software and settings that are required on See page 29.  
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  
system requirements  
This checklist describes the software and settings that are required on See page 30.  
the computer on which you plan to install the BlackBerry Collaboration  
Service.  
Checklist: BlackBerry MDS Services system requirements  
System  
Considerations  
requirement  
operating  
system  
Install one of the following operating systems on the computer on which you plan to install the BlackBerry MDS  
Services:  
Microsoft Windows 2000 (Server or Advanced Server editions)  
Microsoft Windows Server 2003 (Standard, Enterprise or Small Business Server)  
Microsoft Windows XP  
Verify that the operating system is installed in one of English, French, German, Italian, or Spanish.  
Install Adobe Acrobat Reader Version 3.0 or later so that you can view the product guides.  
additional  
software  
24  
 
 
2: System requirements  
Checklist: BlackBerry Enterprise Server with the BlackBerry MDS Services  
system requirements  
System  
Considerations  
requirement  
operating  
system  
Install one of the following operating systems on the computer on which you plan to install the BlackBerry  
Enterprise Server with BlackBerry MDS Services:  
Microsoft Windows 2000 SP4 (Server or Advanced Server editions)  
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 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:  
MDAC Version 2.8 with Security Patch MS04-003 (Version 2000.85.1025.00)  
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  
Considerations  
requirement  
messaging and Install one of the following Microsoft Exchange administration tools on the computer on which you plan to  
collaboration  
install the BlackBerry Enterprise Server with BlackBerry MDS Services:  
server software  
Microsoft Exchange Version 5.5 Administrator  
Microsoft Exchange 2000 System Manager  
Microsoft Exchange 2003 System Manager  
Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1.2.1 (see http://  
support.microsoft.com/kb/929590 for more information)  
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  
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:  
visit http://support.microsoft.com/kb/913643 to install the hotfix on the messaging server  
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 as the  
collaboration communication protocol, you must install or import one of the following certificates on the computer on which  
serversoftware, you plan to install the BlackBerry Collaboration Service:  
continued  
If your instant messaging server is Microsoft Live Communications Server 2005, you must install or  
import an MTLS certificate.  
If your 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.  
multilanguage Set your language preferences in Microsoft Internet Explorer to display encoded web pages correctly.  
support  
security  
support  
If you are using RSA SecurID authentication, you must install the Security Dynamics Technologies Ace/Agent  
for Microsoft Windows Version 5.0 on the computer on which you plan to install the BlackBerry MDS Connection  
Service.  
26  
 
2: System requirements  
System  
requirement  
Considerations  
additional  
software  
If you run a USB hub to implement BlackBerry devices that are connected to the BlackBerry Manager, verify 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.  
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.  
If you are using SNMP monitoring, you must install the SNMP service before you install the BlackBerry  
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.  
Checklist: BlackBerry Attachment Service system requirements  
System  
Considerations  
requirement  
operating  
system  
Install one of the following operating systems on the computer on which you plan to install the BlackBerry  
Attachment Service:  
Microsoft Windows 2000 SP4 (Server or Advanced Server editions)  
Microsoft Windows Server 2003  
Microsoft Windows XP  
multilanguage Set your language preferences in Microsoft Internet Explorer to display encoded web pages correctly.  
support  
additional  
software  
Install Adobe Acrobat Reader Version 3.0 or later so that you can view the product guides.  
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.  
Install 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  
Considerations  
requirement  
operating  
system  
Install one of the following operating systems on the computer on which you plan to install the BlackBerry  
Manager:  
Microsoft Windows 2000 (Professional, Server, or Advanced Server editions)  
Microsoft Windows Server 2003  
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:  
collaboration  
Microsoft Exchange Version 5.5 Administrator  
server software  
Microsoft Exchange 2000 System Manager  
Microsoft Exchange 2003 System Manager  
Microsoft Outlook 2000 (Corporate or Workgroup installation)  
Microsoft Outlook 2002 (XP) (Corporate or Workgroup installation)  
Microsoft Outlook 2003 (Corporate or Workgroup installation)  
Microsoft Exchange Server MAPI Client and Collaboration Data Objects 1.2.1 (see http://  
support.microsoft.com/kb/929590 for more information)  
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.  
support  
additional  
software  
Install Adobe Acrobat Reader Version 3.0 or later so that you can view the product guides.  
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  
 
 
2: System requirements  
Checklist: BlackBerry Router system requirements  
System  
Considerations  
requirement  
operating  
system  
Install one of the following operating systems on the computer on which you plan to install the BlackBerry  
Router:  
Microsoft Windows 2000 (Server or Advanced Server editions)  
Microsoft Windows Server 2003  
Microsoft Windows XP  
additional  
software  
Install Adobe Acrobat Reader Version 3.0 or later so that you can view the product guides.  
Install Microsoft XML Parser Version 4.0 SP2 or later. You can install this program during the BlackBerry  
Enterprise Server installation.  
network  
You can install the BlackBerry Router in a perimeter network (demilitarized zone).  
environment  
settings  
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.  
Checklist: BlackBerry MDS Connection Service system requirements  
System  
Considerations  
requirement  
operating  
system  
Install one of the following operating systems on the computer on which you plan to install the BlackBerry MDS  
Connection Service:  
Microsoft Windows 2000 (Server or Advanced Server editions)  
Microsoft Windows Server 2003  
Microsoft Windows XP  
security  
support  
If you are using RSA SecurID authentication, you must install the Security Dynamics Technologies Ace/Agent  
for Microsoft Windows Version 5.0 on the computer on which you plan to install the BlackBerry MDS Connection  
Service.  
additional  
software  
Install Adobe Acrobat Reader Version 3.0 or later so that you can view the product guides.  
29  
 
   
BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide  
Checklist: BlackBerry Collaboration Service system requirements  
System  
Considerations  
requirement  
operating  
system  
Install one of the following operating systems on the computer on which you plan to install the BlackBerry  
Collaboration Service:  
Microsoft Windows 2000 (Server or Advanced Server editions)  
Microsoft Windows Server 2003 SP1 (required for Microsoft Windows Messenger support)  
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, install the Internet Service Manager component of Internet Information Services from your Microsoft  
Windows installation media.  
messaging and If your instant messaging environment supports Microsoft Windows Messenger and you are using TLS as the  
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:  
If your instant messaging server is Microsoft Live Communications Server 2005, you must install or  
import a MTLS certificate.  
If your 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.  
additional  
software  
Install Adobe Acrobat Reader Version 3.0 or later so that you can view the product guides.  
requirement  
30  
 
 
3
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  
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  
>
Perform the following actions:  
Action  
Procedure  
Export the BlackBerry Enterprise Server  
Version 2.1.5 information from the Microsoft  
Exchange 5.5 administration extensions.  
1. Using the Microsoft Exchange Administration tool, export the BlackBerry Servers  
configuration list from the Configuration container.  
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.  
2. 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 & Getting Started Guide for more information.  
Import the BlackBerry Enterprise Server  
information.  
>
Using the BlackBerry Enterprise Server Management console, import the text file  
that contains the BlackBerry Enterprise Server configuration information.  
 
         
BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide  
Action  
Procedure  
On the taskbar, click Start > Programs > BlackBerry Enterprise Server >  
Uninstall Administration Extension.  
Remove the BlackBerry Enterprise Server  
administration extensions.  
>
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 time and to help promote an uninterrupted upgrade  
and user migration.  
>
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. At the 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 [<filename>] [-p <MAPI profile name>]  
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 information displays on the screen.  
The tool prompts you for the name of the BlackBerry Enterprise Server.  
-u [-p <MAPI profile name>]  
>
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  
>
Perform the following actions:  
Action  
Procedure  
Back up the BlackBerry Enterprise Server  
registry settings.  
1. On the computer on which you plan to upgrade the BlackBerry Enterprise Server, open  
the Registry Editor.  
2. In the left pane, browse to HKEY_LOCAL_MACHINE\SOFTWARE\Research In Motion.  
3. Back up all the registry keys.  
Back up the BlackBerry Enterprise Server  
log files.  
1. Back up the BlackBerry Enterprise Server log files to another computer.  
2. 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 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.  
>
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  
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.  
>
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 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. At the 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 [<filename>] [-p <MAPI profile name>] 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 <MAPI profile name>]  
>
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  
>
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. In the left pane, browse to HKEY_LOCAL_MACHINE\SOFTWARE\Research In Motion.  
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.  
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  
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.  
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BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide  
>
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. In the 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,  
<ComputerName>1).  
4. Check the ServerInstance for the following values:  
If the value is 1, this is the primary instance.  
If the value is not 1, repeat steps 3 through 4 for the remaining server instance keys.  
If you 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  
Enterprise Server that you plan to  
upgrade to the BlackBerry Enterprise  
Server Management console.  
>
See the BlackBerry Enterprise Server for Microsoft Exchange Version 3.6.x  
Administration Guide for more information.  
Remove all instances of the BlackBerry  
Enterprise Server that you do not plan to  
upgrade.  
>
>
See the BlackBerry Enterprise Server for Microsoft Exchange Version 3.6.x Installation  
and Getting Started Guide for more information.  
Edit the SRP addresses so that all  
instances use the same address.  
See the BlackBerry Enterprise Server for Microsoft Exchange Version 3.6.x  
Administration Guide for more information.  
Move all instances that connect to  
different SRP addresses to new  
computers.  
1. Install the BlackBerry Enterprise Server Version 3.6 on a new computer using the  
different SRP address (for example, SRP2.na.blackberry.net).  
2. Add the BlackBerry Enterprise Server to the BlackBerry Enterprise Server Management  
console.  
3. In the management console, move the user accounts from the instance using SRP2 to the  
new BlackBerry Enterprise Server using SRP2.  
4. Instruct users to connect their BlackBerry devices to the BlackBerry Desktop Manager to  
activate the BlackBerry devices on the new BlackBerry Enterprise Server.  
5. Remove the obsolete instance that used SRP2 from that BlackBerry Enterprise Server.  
6. Repeat steps 1 through 5 for all other SRP addresses.  
Preview the user migration  
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.  
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3: Preparing your BlackBerry Enterprise Server environment for upgrade  
BES01  
BES02  
BES03  
BES01  
<newserver>  
BES04  
BlackBerry Enterprise Server with  
instances <oldserver>  
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. You must specify the primary instance as the <new server> name and if you are  
previewing the user migration from the primary instance, the <old server> and <new server> names must be the  
same.  
1. In the BlackBerry Enterprise Server installation media, open the Database folder.  
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BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide  
2. Perform the following actions:  
Action  
Procedure  
Define settings for the BlackBerry  
Configuration Database.  
1. Open the BESMgmt.cfg file.  
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 createdb.exe file. This folder must already  
exist.  
3. Save the file and close it.  
Upgrade the test BlackBerry Configuration 1. At the command prompt, type CreateDB.exe <path>BESMgmt.cfg.  
Database.  
2. Press ENTER.  
3. At the command prompt, switch to the Tools folder in the BlackBerry Enterprise Server installation media.  
4. Type besmigration.exe.  
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3: Preparing your BlackBerry Enterprise Server environment for upgrade  
5. Type any of the following parameters, in the order in which they appear:  
Parameter  
Procedure  
-s <MAPI profile> <old server> <new server>  
1. Type the MAPI profile to use when migrating BlackBerry Enterprise Server and user  
account information.  
2. Type the name of the BlackBerry Enterprise Server or instance from which you are  
migrating user accounts.  
3. Type the name of the BlackBerry Enterprise Server primary instance to which you  
are migrating user accounts.  
-d <DB server name> <DB name>  
>
Type the computer name and the database name of the BlackBerry Configuration  
Database.  
-l  
>
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.  
-t  
>
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.  
-w  
>
>
>
Include this parameter to write status and progress information to the registry.  
If you are using SQL authentication, type the login and password.  
-u <username> <password>  
-p  
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.  
-q  
-g  
>
>
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 BES02 to a  
BlackBerry Enterprise Server named BES01, using a MAPI profile named BESAdmin, with a database server  
named sqlserver1 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” “BES02” “BES01” -d  
“sqlserver1” “besmgmt” -l migrate.log -t status.tmp -w -p.  
6. Press ENTER.  
Standardize connections to the BlackBerry Mobile Data Service  
>
Verify that applications connect to the BlackBerry Mobile Data Service on the following ports:  
BlackBerry Mobile Data Service host port: 3200  
web server listen port: 8080  
web server SSL listen port: 8443  
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BlackBerry Enterprise Server 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.  
>
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 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.  
>
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  
>
Perform the following actions:  
Action  
Procedure  
Back up the BlackBerry Enterprise Server  
registry settings.  
1. On the computer on which you plan to upgrade the BlackBerry Enterprise Server, open  
the Registry Editor.  
2. In the left pane, browse to HKEY_LOCAL_MACHINE\SOFTWARE\Research In Motion.  
3. Back up all the registry keys.  
Back up the BlackBerry Enterprise Server  
log files.  
1. Back up the BlackBerry Enterprise Server log files to another computer.  
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 <database name><YYYYMMDDHHMMSS>.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.  
3. Type any of the following parameters, in the order in which they appear:  
Parameter  
Procedure  
-d  
-f  
>
>
Type the database name.  
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.  
-S  
-E  
>
>
Type the name of the server on which the database is located. By default, this parameter is set to the local server.  
Include this parameter if you want to use your own NTLM account to connect to the database instead of SQL  
authentication. By default, this parameter is set to False.  
Note: Your account must have server administrator and database owner permissions.  
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.  
-U  
>
-P  
-p  
>
>
Type the SQL authentication password. By default, this parameter is blank.  
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.  
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BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide  
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4
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 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.  
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  
Microsoft Exchange 2000 System Manager  
Microsoft Exchange 2003 System Manager  
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 the 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  
<Installation directory>\BlackBerry MDS Services 4.1.1\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.  
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  
>
Perform one of the following actions:  
Action  
Procedure  
Create or upgrade the BlackBerry Configuration Database on the same  
computer as the BlackBerry Enterprise Server, and register the  
database notification system.  
>
Assign System Administrator permission.  
Create or upgrade the BlackBerry Configuration Database on a remote  
database server during the BlackBerry Enterprise Server installation.  
>
Assign Server Administrator and Database Creator  
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  
MDS Services or BlackBerry Enterprise Server with BlackBerry MDS  
Services installations.  
>
Assign System Administrator permission.  
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5
Checklist: Confirm the upgrade 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  
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.  
Back up system information.  
Upgrade from Microsoft Exchange Version 5.5 administrative extensions, if you are upgrading from a version earlier than  
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  
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  
page 36 for more information.  
Verify that applications connect to the BlackBerry Mobile Data Service on standard ports. See “Standardize connections to the  
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.  
Log into the computer using the service account with the appropriate administrator and database permissions. See “Setting  
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  
and Computer Management panels before you start the BlackBerry Enterprise Server setup program.  
Confirm that you have the following required credentials from your environment:  
computer name and port of the instant messaging server  
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  
1. Log in to your computer using the BESAdmin service account.  
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. 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.  
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. In the Windows Services panel, start the BlackBerry Enterprise Server and other BlackBerry services.  
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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  
Possible solution  
You encounter errors when previewing the user migration.  
1. Browse to the location that you specified for the migration log file.  
2. Check the log file for errors.  
3. 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  
You cannot resolve errors that occur when migrating user  
accounts.  
1. Remove the user accounts from the BlackBerry Enterprise Server before  
you start the upgrade.  
2. Add the user accounts to the BlackBerry Enterprise Server when the  
upgrade is complete.  
3. Activate users’ BlackBerry devices over the wireless network.  
You encounter errors while upgrading the BlackBerry  
Configuration Database.  
1. 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.  
2. Locate the DB_InstallV<YYMMDDHHMMSS>.log, where  
<YYMMDDHHMMSS> specifies the date and time in 24-hour clock format  
when you upgraded the BlackBerry Configuration Database.  
3. Check the log file for errors.  
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.  
1. 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.  
2. Type BlackBerryDBRestore.exe.  
3. 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.  
4. Press ENTER.  
One of the third-party tools installed by the setup program 1. In the BlackBerry Enterprise Server installation media, open the Tools  
does not install successfully and the setup program ends.  
folder and locate the program that you want to install.  
2. Install the third-party tool manually.  
3. Restart the setup program.  
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BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide  
Symptom  
Possible solution  
When you start the setup program, the message “Previous  
Verify that the registry keys identifying your BlackBerry Configuration  
version detected but no database available” appears and the 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. In the 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):  
DatabaseName: Type the name of the BlackBerry Configuration  
Database.  
DatabaseServerMachineName: Type the computer name of the  
database server.  
Note: These values are case sensitive.  
4. Restart the setup program.  
You were not prompted to edit or confirm the MAPI profile  
during the installation.  
You can create and edit the MAPI profile manually.  
1. In the BlackBerry Enterprise Server installation media, open the Tools  
folder.  
2. Double-click the Fixmapisvc.exe file. The mapisvc.inf file installs at  
C:\winnt\system32\ or C:\windows\system32\ automatically.  
3. On the taskbar, click Start > BlackBerry Enterprise Server > Edit MAPI  
Profile.  
4. Type the Microsoft Exchange server name.  
5. Select the mailbox associated with the MAPI profile.  
6. Click OK.  
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.  
1. 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.  
2. Click the file.  
Resolving issues after the upgrade process  
Symptom  
Possible solution  
The BlackBerry Collaboration Service is not connecting to the 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  
Communicator 2005 Trial Edition.  
2. Install the Microsoft Office Communicator 2005 client on the computer on  
which the BlackBerry Collaboration Service is located.  
3. Use Microsoft Office Communicator 2005 to connect to the Microsoft Live  
Communications Server.  
4. If a connection cannot be made, confirm that you have installed or  
imported the required authentication certificates.  
48  
 
 
6
Checklist: Confirm the upgrade preparation on the existing BlackBerry Enterprise Servers  
Checklist: Confirm the installation requirements on the 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  
Step  
Perform system maintenance on the existing BlackBerry Enterprise Servers.  
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  
page 36 for more information.  
Verify that applications connect to the Mobile Data Service on standard ports. See “Standardize connections to the 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.  
Step  
Verify that you have met all the system requirements on the new computer. See “Hardware requirements” on page 17 for more  
information.  
Log into the new computer using the service account with the appropriate server administrator and database permissions. See  
“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  
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  
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:  
computer name and port of the instant messaging server  
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 the installation completes.  
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.  
1. Log in to your computer using the BESAdmin service account.  
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. Create or specify a new BlackBerry Configuration Database during the installation. Do not upgrade your  
existing BlackBerry Configuration Database.  
7. Complete the instructions on the screen.  
8. Before completing the setup program, clear the Start Service(s) option.  
Migrate the user accounts  
1. On the 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.  
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6: Upgrading the BlackBerry Enterprise Server using a cutover process  
3. Type any of the following parameters, in the order in which they appear:  
Parameter  
Procedure  
-s <MAPI profile> <old server> <new  
server>  
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 <old server> and <new server> names  
must be the same.  
-d <DB server name> <DB name>  
>
Type the computer name and the database name of the BlackBerry Configuration  
Database.  
-l  
>
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.  
-t  
>
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.  
-w  
>
>
Include this parameter to write status and progress information to the registry  
If you are using database authentication, type the login and password.  
-u <username> <password>  
For example, to migrate users from a BlackBerry Enterprise Server instance named BES02 to the new  
BlackBerry Enterprise Server named BES01 using a MAPI profile named BESAdmin, with a database server  
named sqlserver1, 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” “BES02” “BES01” -d  
“sqlserver1” “besmgmt41” -l 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.  
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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 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.  
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:  
BlackBerry Controller  
BlackBerry Router  
BlackBerry Dispatcher  
all remaining services  
2. In the BlackBerry Manager, start the BlackBerry Enterprise Server and other BlackBerry services.  
Reactivate user accounts  
>
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. In the BlackBerry Enterprise Server installation media, open the Tools  
does not install successfully and the setup program ends.  
folder and locate the program that you want to install.  
2. Install the third-party tool manually.  
3. Restart the setup program.  
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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 and the 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. In the 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):  
DatabaseName: Type the name of the BlackBerry Configuration  
Database.  
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.  
1. Browse to the location you specified for the migration log file.  
2. Check the log file for errors.  
3. 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 users’ BlackBerry devices over the wireless network.  
You were not prompted to edit or confirm the MAPI profile  
during the installation.  
You can create and edit the MAPI profile manually.  
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 > BlackBerry Enterprise Server > Edit MAPI  
Profile.  
4. Type the Microsoft Exchange server name.  
5. Select the mailbox associated with the MAPI profile.  
6. Click OK.  
When installing 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.  
>
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, and select the file.  
Visit support.microsoft.com/kb/320474 for more information.  
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Resolving issues after the upgrade  
Symptom  
Possible solution  
The BlackBerry Collaboration Service is not connecting to the 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  
Communicator 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. If a 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.  
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7
using a phased process  
Phased upgrades  
Example 1: Upgrade BlackBerry Enterprise Servers at 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  
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.  
BlackBerry 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  
BlackBerry  
Enterprise  
Server  
BlackBerry  
Configuration  
Database  
BlackBerry  
Manager  
Version 4.1.1  
Version 4.1.1  
Version 4.1.2  
BlackBerry  
Enterprise  
Server  
Version 4.1.2  
Sample supported mixed-version environment  
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BlackBerry  
Enterprise  
Server  
Version 4.1.0  
BlackBerry  
Enterprise  
Server  
BlackBerry  
Configuration  
Database  
BlackBerry  
Manager  
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 4.1.1 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 later cannot change proxy settings on a BlackBerry MDS Connection  
Service at Version 4.1.0 or Version 4.1.1.  
You must re-type the BlackBerry MDS Services proxy settings created on Version 4.1.0 or Version 4.1.1 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.  
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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 Enterprise 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.  
>
Perform the following actions:  
Action  
Procedure  
Install the BlackBerry Enterprise Server Version 4.1.4 on a 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 BlackBerry Manager to Version 4.1.4.  
>
BlackBerry Domain to Version 4.1.4, if applicable.  
Move user accounts to the new BlackBerry Enterprise  
Server.  
>
Move user accounts to the BlackBerry Enterprise Server Version 4.1.4.  
See the BlackBerry Enterprise Server System Administration Guide for  
more information.  
Upgrade the empty BlackBerry Enterprise Server to  
Version 4.1.4 using an in-place upgrade process.  
>
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.  
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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).  
>
Perform the following actions:  
Action  
Procedure  
Install the BlackBerry Enterprise Server Version 4.1.4 1. Log in to your computer using the BESAdmin service account.  
on a 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 a new BlackBerry Configuration Database instead of the  
existing one(s).  
Remove user accounts from the BlackBerry Enterprise 1. Inform users that they must perform the following actions:  
Server Version 4.0 or earlier.  
back up their BlackBerry device  
clear their Blackberry device  
Add user accounts to the new BlackBerry Enterprise 1. Add user accounts to the new BlackBerry Enterprise Server.  
Server Version 4.1.4. Any BlackBerry device options  
2. Activate users’ BlackBerry devices over the wireless network.  
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 Server to  
Version 4.1.4 using an in-place process.  
1. 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.  
2. 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.  
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.  
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Upgrade the BlackBerry Enterprise Server at Version 4.0 and earlier and keep  
the existing BlackBerry Configuration Database  
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.  
>
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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 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.  
Considerations  
Verify that the computers of BlackBerry device users in your organization can access the network drive.  
Verify that the computers of BlackBerry device users are running either the BlackBerry Handheld Manager, or the BlackBerry  
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 BlackBerry  
Device Manager.  
Verify that the network drive is in close proximity to users to decrease bandwidth over your corporate LAN.  
Copy the BlackBerry Device Software to other regional network drives, if applicable in your environment.  
Verify that the <drive:>\Program Files\Common Files\Research In Motion folder is shared with read-only permissions.  
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 <drive:>\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 <drive:>\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 Desktop 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  
Send 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.  
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8: Upgrading BlackBerry Device Software  
2. Copy the BlackBerry Desktop Software installation files to a network drive.  
3. If applicable, extract the BlackBerry Desktop Software files from the .exe file to the network drive.  
4. On the network drive, open the setup.ini file.  
5. At the 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.  
8. 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.  
BlackBerry Desktop Manager: \\<shared computer name>\setup.exe /s  
BlackBerry Desktop Manager and BlackBerry Certificate Synchronization Manager: \\<shared computer  
name>\setup.exe /s /v”INSTALLLEVEL=125  
Create and send a wireless enterprise activation password  
>
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.  
USB: \\<shared computer name>\Research In Motion\Apploader\loader.exe /defaultUSB /forceload  
Serial: \\<shared computer name>\Research In Motion\Apploader\loader.exe  
2. Provide instructions to BlackBerry device users on how to complete the upgrade process. Consider providing  
the following instructions:  
connect your BlackBerry device to your computer  
do not disconnect your BlackBerry device from your computer until the upgrade is complete  
if prompted, type your BlackBerry device password, and then click Next  
if you have a BlackBerry device that uses a serial connection, complete the instructions on the screen  
if prompted, select the Provision the device during the loading process option and select the messaging  
server on which you reside  
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Confirm that the BlackBerry Device Software upgrade is successful  
>
Perform one of the following actions:  
Action  
Procedure  
Confirm the upgrade for users who  
are running the BlackBerry Device  
Software Version 3.6.  
>
Instruct users to confirm the BlackBerry Device Software version installed on the BlackBerry  
device.  
In the BlackBerry device options, click About.  
Confirm the wireless handheld version.  
Confirm the upgrade for users who  
are running the BlackBerry Device  
Software Version 4.0 or later.  
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, 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.  
Verify that the network drive is in close proximity to the central computer or kiosk to decrease bandwidth over your corporate LAN.  
Copy the software to other regional network drives, if applicable in your environment.  
Verify that the <drive:>\Program Files\Common Files\Research In Motion folder is shared with read-only permissions.  
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 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 <drive:>\Program Files\Common Files\Research In Motion\Shared\Loader Files\.  
Create a software configuration  
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 configuration.  
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8: Upgrading BlackBerry Device Software  
4. In the Device Software Location field, click the Change button.  
5. Browse to the network location in which you installed the BlackBerry Device Software.  
6. In the Application Name list, select the check box beside the BlackBerry device series for which to upgrade  
the BlackBerry Device Software.  
7. Expand the application tree.  
8. Select the check box beside additional components or programs that you want to install.  
9. 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.  
1. In the BlackBerry Manager, in the left pane, click a BlackBerry Enterprise Server.  
2. In the Users list, click the user account to assign the software configuration to.  
3. In the lower pane, click Device Management.  
4. Click Assign Software Configuration.  
5. Click a software configuration.  
6. Click OK.  
Upgrade the BlackBerry Device Software  
1. Connect the BlackBerry device to the administration computer on which the BlackBerry Manager is installed.  
2. In the BlackBerry Manager, in the left pane, click Ports.  
3. On the Ports tab, click the BlackBerry device on which to load the BlackBerry Device Software.  
4. 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.  
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BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide  
Confirm that the upgrade is successful  
>
Perform one of the following actions:  
Action  
Procedure  
Confirm the upgrade for users who  
are running the BlackBerry Device  
Software Version 3.6.  
>
Instruct users to confirm the BlackBerry Device Software version installed on the BlackBerry  
device.  
In the BlackBerry device options, click About.  
Confirm the wireless handheld version.  
Confirm the upgrade for users who  
are running the BlackBerry Device  
Software Version 4.0 or later.  
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, confirm the BlackBerry Device Software version.  
1. In the BlackBerry Manager, in the left pane, click a BlackBerry Enterprise Server.  
2. In the Users list, click a user.  
Confirm the upgrade for users who  
are running the BlackBerry Device  
Software Version 4.0 or later and are  
assigned a software configuration.  
3. In the lower pane, check the user’s system status message.  
Upgrade Required: the user has not yet upgraded the BlackBerry Device Software using  
the assigned software configuration  
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  
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 third-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.  
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8: Upgrading BlackBerry Device Software  
5. At the 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. In the Device folder, add the required BlackBerry Device Software files.  
Create and send a wireless enterprise activation password  
>
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,  
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. At a command prompt, type one of the following commands to record the customized settings in the  
BlackBerry Desktop Software installation files:  
BlackBerry Desktop Manager: cd <drive:>\<installation directory>\setup.exe /s  
BlackBerry Desktop Manager and Certificate Synchronization Manager: cd <drive:>\<installation  
directory>\setup.exe /s /v”INSTALLLEVEL=125  
2. Repackage the customized BlackBerry 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  
>
If you 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.  
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BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide  
Confirm that BlackBerry Device Software upgrade was successful  
>
Perform one of the following actions:  
Action  
Procedure  
Confirm the upgrade for users who  
are running the BlackBerry Device  
Software Version 3.6.  
>
Instruct users to confirm the BlackBerry Device Software version installed on the BlackBerry  
device.  
In the BlackBerry device options, click About.  
Confirm the wireless handheld version.  
Confirm the upgrade for users who  
are running the BlackBerry Device  
Software Version 4.0 or later.  
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, confirm the BlackBerry Device Software version.  
Troubleshooting the BlackBerry device upgrade  
Resolving issues during the upgrade  
Symptom  
Possible solution  
When users click the link to the BlackBerry Application  
Loader in the upgrade instructions, the upgrade does not  
start.  
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 BlackBerry Application Loader starts, the tool is shared successfully.  
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©2007 Research In Motion Limited  
Published in Canada.  
 

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