Getting Started Guide

BlackBerry Professional Software
Version: 4.1 | Service Pack: 4
SWDT305427-305427-0912091433-001

Contents

1 BlackBerry Professional Software overview.... Architecture: BlackBerry Professional Software in a Microsoft Exchange messaging environment.. Architecture: BlackBerry Professional Software in an IBM Lotus Domino messaging environment.. 25
2 System requirements...... System requirements: BlackBerry Professional Software in a Microsoft Exchange messaging environment. System requirements: Client computers in a Microsoft Exchange messaging environment.. System requirements: BlackBerry Professional Software in an IBM Lotus Domino messaging environment. System requirements: Client computers in an IBM Lotus Domino environment... 3 Configuring a Microsoft Exchange version 5.5, 2000, or 2003 messaging environment. Create a Microsoft Windows account and mailbox.... Configure permissions for the Microsoft Windows account.... Configuring Microsoft Exchange permissions for the Microsoft Windows account.. Configure Microsoft Exchange version 5.5 permissions for the Microsoft Windows account. Configure Microsoft Exchange 2000 or 2003 permissions for the Microsoft Windows account. Start the MAPI subsystem...... Identify and address Microsoft Exchange known issues for wireless calendar synchronization. 4 Configuring a Microsoft Exchange 2007 messaging environment... Create a Microsoft Exchange 2007 account and mailbox.... Configure Microsoft Windows permissions for the Microsoft Exchange 2007 account... Configure Microsoft Exchange 2007 permissions for the Microsoft Exchange account.. Enable BlackBerry device users to send messages in a Microsoft Exchange 2007 environment.. 5 Configuring an IBM Lotus Domino messaging environment... Create a group for BlackBerry Professional Software administrators... Configure the server document to allow administrators to move users in a BlackBerry Domain.. Configure the local system account for Microsoft Windows authentication... Configure the local system account for database authentication.... 6 Setting up the database connection.... Specifying permissions when connecting to the BlackBerry Configuration Database using Microsoft Windows authentication...... Assign Microsoft SQL Server permissions....
7 Installing the BlackBerry Professional Software.... Prerequisites: Installing the BlackBerry Professional Software... Install the BlackBerry Professional Software in a Microsoft Exchange messaging environment.. Configure the BlackBerry Professional Software in a Microsoft Exchange messaging environment.. Create a Public Folders storage group and database for a Microsoft Exchange 2007 messaging environment...... Install the BlackBerry Professional Software in an IBM Lotus Domino messaging environment.. Configure the BlackBerry Professional Software in an IBM Lotus Domino messaging environment.. 8 Troubleshooting the installation process..... A third-party tool did not install successfully and the BlackBerry Professional Software setup application closed....... Failed to write License Key to the Database..... Previous version detected but no database available... The setup application prompts for access to the installation media for Microsoft.NET Framework version 1.1.. The setup application did not prompt you to change or confirm the MAPI profile... Could not open ID file...... Service failed to start, generating error 5305.... BlackBerry Router and BlackBerry Dispatcher do not install during the migration or upgrade process.. I am experiencing an issue after I install the BlackBerry Professional Software on the Windows Small Business Server...... Microsoft Outlook Web Access no longer works after I install the BlackBerry Professional Software. 9 Adding user accounts..... Preconfigured IT policies in the BlackBerry Professional Software... Add a user account...... 10 Legal notice.....
BlackBerry Professional Software overview
The BlackBerry Professional Software is designed for organizations with up to 30 BlackBerry device users who collaborate using the organizations messaging server. From their BlackBerry devices, users can send and receive email messages, manage calendar and address book contacts, and organize their workloads using tasks and memos. Users can also browse the Internet or work with applications that are available for their BlackBerry devices. The BlackBerry Professional Software has been designed to streamline administration, with a simplified BlackBerry Manager to help you set up and manage user accounts and administer the BlackBerry Professional Software. The design is intended to make it easier for administrators in small organizations to manage the BlackBerry Professional Software in addition to their main responsibilities. You can install the BlackBerry Professional Software on your messaging server or on a separate server. Installing the BlackBerry Professional Software and adding your first user account usually takes less than two hours. If the number of BlackBerry device users in your organization increases, or if you find that users need access to more data or to a broader range of applications, you can upgrade from the BlackBerry Professional Software to BlackBerry Enterprise Server version 4.1 SP5 or later.

Component BlackBerry Router
Description The BlackBerry Router connects to the wireless network to send data to and receive data from the BlackBerry device. It also sends data within your organization's network to BlackBerry devices that are connected to computers using the BlackBerry Device Manager. The BlackBerry state databases contain information that link messages sent from or received on a BlackBerry device to corresponding messages in the email application on users' computers. The information in the BlackBerry state databases is designed to support features such as email reconciliation, message forwarding, message filing, and replying with text. The BlackBerry Synchronization Service synchronizes organizer data between a BlackBerry device and the messaging server over the wireless network. The messaging server stores email accounts. The user computer with the BlackBerry Device Manager enables users to connect their BlackBerry devices to their computers using a serial connection or USB connection. The BlackBerry Professional Software uses this connection to send data to and receive data from BlackBerry devices. Data traffic from BlackBerry devices bypasses the wireless network while a BlackBerry device is connected to a users computer. The BlackBerry Device Manager connects to the BlackBerry Router, which sends data directly to the BlackBerry device. Users can install the BlackBerry Device Manager separately or with the BlackBerry Desktop Manager as part of the full BlackBerry Desktop Software installation. The BlackBerry Device Manager is an optional component, but the BlackBerry Router requires it to support connections to the BlackBerry Router that bypass the BlackBerry Infrastructure.
BlackBerry state databases
BlackBerry Synchronization Service messaging server user computer with the BlackBerry Device Manager

System requirements

You can install the BlackBerry Professional Software on the server that hosts your organization's messaging server or on a separate host server. If you might upgrade to the BlackBerry Enterprise Server in the future, consider installing the BlackBerry Professional Software on a separate host server. Installation of the BlackBerry Enterprise Server on the messaging server is not a supported environment. The setup application can automatically install a Microsoft SQL Server 2005 Express database engine, or you can configure the BlackBerry Professional Software to connect to a remote Microsoft SQL Server database engine. Before installing the BlackBerry Professional Software, the setup application runs a preinstallation tool that verifies that your organization's environment meets the minimum system requirements for the BlackBerry Professional Software. The tool displays the results of the analysis on the screen. The tool also writes the results in the log files in the following location: <drive>:\Program Files\Research In Motion \BlackBerry Enterprise Server\Logs\Installer. The file name begins with DetectionLog_.

System requirements: BlackBerry Professional Software in a Microsoft Exchange messaging environment
Item hardware Requirement To support the BlackBerry Professional Software installed on a separate host server, with Microsoft SQL Server 2005 Express installed by the setup application on the same server, at a minimum, you require the following hardware: Intel Pentium IV processor (1.5 GHz or more) 1 GB or more of available RAM To support the BlackBerry Professional Software installed on the messaging server, with Microsoft SQL Server 2005 Express installed by the setup application on the same server, at a minimum, you require the following hardware for the BlackBerry Professional Software: Intel Pentium IV processor (2 GHz or more) 1.5 GB or more of available RAM

Item operating system

Requirement On the host server for the BlackBerry Professional Software, install one of the following operating systems in English, French, German, Italian, Spanish, or Brazilian Portuguese: Windows Server 2000 SP4 Windows Server 2003 SP1 or SP2 Windows Server 2003 (64-bit) Windows Small Business Server SP2 Install one of the following messaging servers with all Daylight Saving Time patches: Microsoft Exchange version 5.5 native environment Microsoft Exchange 2000 native environment Microsoft Exchange 2003 native environment Microsoft Exchange 2007 native environment with public folders set up mixed environment (any combination of Microsoft Exchange version 5.5, 2000, 2003, and 2007) In a Microsoft Exchange version 5.5, 2000, or 2003 messaging environment, install one of the following administration tools on the host server for the BlackBerry Professional Software: Microsoft Exchange 5.5 Administrator Microsoft Exchange 2000 System Manager Microsoft Exchange 2003 System Manager In a Microsoft Exchange 2007 messaging environment, install one of the following administration tools on the host server for the BlackBerry Professional Software: Microsoft Exchange 2003 SP2 with System Tools Microsoft Exchange Server MAPI Client and Collaboration Data Objects version 1.2.1 (for more information, visit www.support.microsoft.com to read KB929590)

messaging server

messaging server administration tool

web browser CDO library

Install Microsoft Internet Explorer version 6.0 with Java or JavaScript turned on and the language preferences configured to display encoded web pages. Install the latest version that is supported by the version of Microsoft Exchange in your organization's environment.

Item data access components
Requirement Install one of the following data access components on the host servers for the BlackBerry Professional Software and the BlackBerry Configuration Database: Microsoft Data Access Component (MDAC) version 2.8 with Security Patch MS04-003 (version 2000.85.1025.00) MDAC version 2.8 SP2 (version 2000.86.1830.00) Install one of the following database management systems, running on the Local System account, if applicable: local Microsoft SQL Server 2005 Express (you can install this database engine during the installation of the BlackBerry Professional Software) local Microsoft SQL Server 2000 Desktop Engine (MSDE 2000 SP3) (8.00.761) remote Microsoft SQL Server 2000 SP3 remote Microsoft SQL Server 2005 (Standard or Enterprise) remote Microsoft SQL Server 2005 (64-bit) You require Microsoft.NET Framework version 1.1 SP1. If this is not present, it is installed as part of the installation process. If Microsoft.NET Framework version 2.0 is already installed to support Microsoft Exchange 2007, you must reinstall it after you install the BlackBerry Professional Software. You can use VMware ESX Server version 2.5.2 to isolate the BlackBerry Professional Software when it is installed on the same server that hosts your organization's messaging server or to isolate the BlackBerry Professional Software from other applications on a server. Configure your organization's firewall or proxy server to meet the following conditions: firewall settings permit the host server for the BlackBerry Professional Software to initiate a two-way TCP/IP connection to an external server on port 3101 firewall can resolve Internet addresses using the DNS proxy server is transparent, if you are using a proxying firewall
database management system

Microsoft.NET Framework

virtual environment (optional)
network environment settings
System requirements: Client computers in a Microsoft Exchange messaging environment
Item email client software Requirement Your email client software must be one of the following: Microsoft Outlook 2000 Microsoft Outlook 2003 Microsoft Outlook 2003 SP2 Microsoft Outlook 2007
System requirements: BlackBerry Professional Software in an IBM Lotus Domino messaging environment
Item hardware Requirement To support the BlackBerry Professional Software installed on a separate host server, with Microsoft SQL Server 2005 Express installed by the setup application on the same server, at a minimum, you require the following hardware: Intel Pentium IV processor (1.5 GHz or more) 1 GB or more of available RAM To support the BlackBerry Professional Software installed on the messaging server, with Microsoft SQL Server 2005 Express installed by the setup application on the same server, at a minimum, you require the following hardware for the BlackBerry Professional Software: Intel Pentium IV processor (2 GHz or more) 1.5 GB or more of available RAM operating system On the host server for the BlackBerry Professional Software, install one of the following operating systems in English, French, German, Italian, Spanish, or Brazilian Portuguese: Windows Server 2000 SP4

Item email client software Requirement Your email client software must be one of the following: IBM Lotus Notes version 5.0.12 IBM Lotus Notes version 6.0.4 IBM Lotus Notes version 6.5.5 IBM Lotus Notes version 7.0.0 or 7.0.1
Configuring a Microsoft Exchange version 5.5, 2000, or 2003 messaging environment
To configure a Microsoft Exchange version 5.5, 2000, or 2003 messaging environment, you perform the following tasks: Create a Microsoft Windows account and mailbox. The account and mailbox are required so that the components of the BlackBerry Professional Software can authenticate to the Microsoft Exchange messaging server. Configure permissions for the Microsoft Windows account. These permissions are required so that the components of the BlackBerry Professional Software can authenticate to the Microsoft Exchange messaging server. For more information about required permissions, visit www.blackberry.com/support to read article KB02276. Configure Microsoft Exchange permissions for the Microsoft Windows account. These permissions allow the account to log in to the local server and run the BlackBerry Professional Software as a Windows service. Start the MAPI subsystem. This task starts the messaging interface and allows messaging applications to work through a single Microsoft Exchange application. Identify and address Microsoft Exchange known issues for wireless calendar synchronization.
Create a Microsoft Windows account and mailbox
You create and configure a Microsoft Windows account and mailbox in the Microsoft Active Directory service to run the BlackBerry Professional Software. The components of the BlackBerry Professional Software also use this account to authenticate to the Microsoft Exchange messaging server. The account must not be a member of the Domain Administrators group. You might not be able to see the Microsoft Windows account to verify that it has been created. 1. 2. 3. 4. 5. On the messaging server, on the taskbar, click Start > All Programs > Microsoft Exchange > Active Directory Users and Computers. Right-click the domain name. In the Builtin folder, double-click Administrators. On the Members tab, click Add. Create an account with the following properties: Name: besadmin Email address: create a Microsoft Exchange mailbox Group membership: Domain User (not Domain Administrator) Password: set to Never expire Assign this account the Send As permission for all user accounts in the User container of your organization's Microsoft Active Directory domain.
Configure permissions for the Microsoft Windows account
For more information about the Send As permission, visit www.support.microsoft.com to read article KB04707. For more information about assigning the Send As permission for multiple user accounts, visit www.support.microsoft.com to read article KB912918. Send a test message to activate the new mailbox.

Configure the permissions of the Microsoft Windows account that you plan to use to install the BlackBerry Professional Software. 1. On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > Programs > Administrative Tools > Local Security Policy. 2. Expand Local Policies. 3. In User Rights Assignment, configure the following permissions for the Microsoft Windows account: Allow log on locally (if not assigned by default) Log on as a service 4. 5. 6. 7. 8. 9. 10. On the taskbar, click Start > Programs > Administrative Tools > Computer Management. Expand System Tools. Expand Local Users and Groups. Click Groups. In the right pane, right-click Administrators. Click Properties. Click Add. Add the Microsoft Windows account to the Administrators group.
Configuring Microsoft Exchange permissions for the Microsoft Windows account
Configure Microsoft Exchange version 5.5 permissions for the Microsoft Windows account
On the server that hosts the BlackBerry Professional Software, configure the Microsoft Exchange permissions for the Microsoft Windows account that you plan to use to install the BlackBerry Professional Software. > In the Microsoft Exchange version 5.5 Administrator, in both the Site and Configuration containers, configure the Service Account Admin permission.

Start the MAPI subsystem

Configure Microsoft Exchange 2000 or 2003 permissions for the Microsoft Windows account
On the server that you plan to use to host the BlackBerry Professional Software, configure the Microsoft Exchange permissions for the Microsoft Windows account that you plan to use to install the BlackBerry Professional Software. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. On the taskbar, click Start > All Programs > Microsoft Exchange > System Manager. Expand Administrative groups. Right-click First Administrative Group. Click Delegate Control. In the Exchange Administration Delegation wizard, click Next. In the Users and groups list, click the Microsoft Windows account. Click Add. In the Delegate Control window, in the Role drop-down list, click Exchange View Only Administrator. Complete the instructions on the screen. In First Administrative Group, expand Servers. Right-click the name of the messaging server. Click Properties. Click the Microsoft Windows account. On the Security tab, configure the following permissions: Send As Receive As Administer Information Store
> To start the MAPI subsystem, open the Microsoft Exchange System Manager.
Identify and address Microsoft Exchange known issues for wireless calendar synchronization
1. Visit www.support.microsoft.com to read the following Microsoft Exchange articles:
Microsoft Exchange tool Microsoft Exchange version 5.5 Administrator Microsoft Exchange 2000 System Manager Microsoft article ID 314606 824960
Microsoft Exchange 2003 System Manager

823343 894470

9. On the License Key screen, type the CAL key that you received with your installation package. 10. On the SRP Setting screen, type the SRP identifier and SRP authentication key that you received with your installation package. 11. Click Validate SRP Key and ID to confirm the information is correct. Click OK and click Next. 12. In the Microsoft Exchange server window, perform the following actions: In the Microsoft Exchange Server field, type the name of your messaging server, if it does not display automatically. In the Mailbox field, type the name of the mailbox that you created for the Microsoft Windows account (the besadmin account). Click Check Name to verify the information. Click OK. 13. Select the Start Service check box, if it is not already selected. You are notified as each of the following services starts: BlackBerry Controller BlackBerry Router BlackBerry Dispatcher BlackBerry MDS Connection Service BlackBerry Policy Service BlackBerry Attachment Service BlackBerry Synchronization Service BlackBerry Alert 14. Click Finish. After you finish: If a MAPI error displays when you start the BlackBerry Manager, perform the following actions: On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > Edit MAPI Profile. Verify the Microsoft Exchange server name and the Microsoft Exchange administrator mailbox. Click OK.
Create a Public Folders storage group and database for a Microsoft Exchange 2007 messaging environment
If Microsoft Outlook with Public Folders was not already installed when you installed Microsoft Exchange 2007, the Microsoft Exchange installation application did not automatically install a Public Folder storage group and database, which are required by the BlackBerry Professional Software. Complete this task if the Public Folders storage group and database are not installed. 1. On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > Run. 2. Type regedit.
Install the BlackBerry Professional Software in an IBM Lotus Domino messaging environment
3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15.
Navigate to HKEY_CURRENT_USER\Software\Microsoft\Windows NT\CurrentVersion\Windows Messaging Subsystem\Profiles\BlackBerryServer. Locate the subkey named 00036604. Right-click the subkey. Click Modify. In the Value data, change the second pair of digits to 80. Click OK. Navigate to HKEY_CURRENT_USER\Software\Microsoft\Windows NT\CurrentVersion\Windows Messaging Subsystem\Profiles\BlackBerryManager. Locate the subkey named 00036604. Right-click the subkey. Click Modify. In the Value data, change the second pair of digits to 80. Click OK. Close the Registry Editor.

Note: During the installation process, you must restart the server that hosts the BlackBerry Professional Software. The restart can take several minutes. 1. Log in to the server that hosts the BlackBerry Professional Software using an administration account with the appropriate database permissions. 2. Click Start > Administrative Tools > Services. 3. Right-click Lotus Domino Server. Click Properties. 4. Set the Startup type to Manual. 5. In the Service status section, click Stop. 6. In the BlackBerry Professional Software installation media, double-click the setup.exe file. 7. Complete the BlackBerry Professional Software license agreement. Click Next. 8. Complete the Apache Tomcat license agreement. Click Next. 9. At the Preinstallation Checklist screen, perform one of the following actions: To continue, click Next. To address requirements identified in the checklist, click Cancel. You can restart the installation or upgrade at a later time.
Configure the BlackBerry Professional Software in an IBM Lotus Domino messaging environment
10. On the Installation Information screen, type your administration account password and the name of the host server for the BlackBerry Professional Software. Click Next. 11. On the SQL Server Option screen, specify whether you want the setup application to install Microsoft SQL Server 2005 Express on your server. Click Next. 12. On the Installation Summary screen, verify the setup information. 13. Click Next to begin the installation. 14. When the installation process completes, click Continue. 15. When you are prompted to restart the server, click Yes.
1. 2. 3. 4. 5. 6. Log in to the server that hosts the BlackBerry Professional Software using the account that you used to start the installation, and wait for the setup application to restart. On the Database screen, select whether to install the BlackBerry Configuration Database locally (on the same server as the BlackBerry Professional Software) or remotely. Type the name or the IP address of the host computer for the database. Specify the database name. Specify the port on which the BlackBerry Professional Software connects to the database, or accept the default port (port 1433). Select one of the following authentication types: If you are installing a local database, set the authentication method to Windows (trusted). If the BlackBerry Professional Software will connect to a remote database, select the authentication type for that database.

The setup application prompts for access to the installation media for Microsoft.NET Framework version 1.1
DatabaseServerMachineName: Right-click the new value. Click Modify. Set the Value data to the computer name of the server that hosts the BlackBerry Configuration Database. Restart the setup application.
Possible cause When the BlackBerry Professional Software setup application installs Microsoft.NET Framework version 1.1 SP1 on a computer that hosts a previously installed version of Microsoft.NET Framework version 1.1, it prompts you for access to the installation media for Microsoft.NET Framework version 1.1. Possible solution 1. 2. 3. In the BlackBerry Professional Software installation media, double-click the Tools folder. Double-click the netfx.msi file. Complete the instructions on the screen.
The setup application did not prompt you to change or confirm the MAPI profile
Possible solution You can create and change the MAPI profile manually. 1. 2. 3. 4. 5. 6. 7. In the BlackBerry Professional Software installation media, double-click the Tools folder. Double-click the Fixmapisvc.exe file. Verify that the mapisvc.inf file is installed at C:\winnt\system32 or C:\windows\system32. On the taskbar, click Start > BlackBerry Professional Software > Edit MAPI Profile. Type the Microsoft Exchange Server name. Click the Microsoft Windows account that is associated with the MAPI profile. Click OK.

Could not open ID file

This message appears when you start the BlackBerry Professional Software setup application. The setup application then closes. Possible solution 1. If you installed the IBM Lotus Domino server but have not started it yet, start it and stop it. 2. Restart the setup application.
Service failed to start, generating error 5305
Thiss message appears when you start the Microsoft Windows account that runs the BlackBerry Professional Software. Possible cause Possible solution On the Microsoft Exchange Server, on the taskbar, click Start > Administrative Tools > Services. Right-click Microsoft Exchange Information Store. Click Properties. Click Start. On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > Programs > BlackBerry Professional Software > BlackBerry Server Configuration. On the BlackBerry Server tab, click Edit MAPI Profile. Type the Microsoft Exchange Server name. Type the mailbox name of the Microsoft Windows account that runs the BlackBerry Professional Software. Click OK.
The Microsoft Exchange Information Store service was 1. not started on the Microsoft Exchange Server that hosts the mailbox for the Microsoft Windows account that 2. runs the BlackBerry Professional Software. 3. 4. If a Messaging Application Programming Interface 1. (MAPI) profile was created using a profile wizard, this message might appear for one of the following reasons: The profile wizard might return more than one mailbox for the Microsoft Windows account that runs the BlackBerry Professional Software. The Microsoft Exchange Server might not host the mailbox for the administration account for the BlackBerry Professional Software. The MAPI profile might be configured to use a method of authentication other than NT Password Authentication, which requires a user name, domain, and password. 2. 3. 4. 5.

Possible cause The security settings in the MAPI properties are configured to prompt for a password, but Distributed Password Authentication is configured.
Possible solution Change the MAPI authentication method to Windows NT Password Authentication. 1. On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > Programs > BlackBerry Professional Software > BlackBerry Server Configuration. On the BlackBerry Server tab, click Edit MAPI Profile. On the Advanced tab, in the Logon network security drop-down list, click NT Password Authentication. Click Apply.

2. 3. 4.

The Microsoft Windows account that is used to run the Restore the Microsoft Windows account from a backup file, or BlackBerry Professional Software was deleted. create a new account. For more information about how to create a new account, see the BlackBerry Professional Software Getting Started Guide. The Microsoft Windows account that is used to run the 1. On the server that hosts the BlackBerry Professional BlackBerry Professional Software was migrated to a Software, on the taskbar, click Start > Run. new server, and its location was not updated through 2. Type cd\Program Files\Research In Motion directory replication. \BlackBerry Enterprise Server\Utility 3. 4. 5. 6. Type handheldcleanup.exe -u In the ProfileName drop-down list, click BlackBerryServer. Click OK. At the command prompt, type the name of the server that hosts the BlackBerry Professional Software as the name appears on the Home tab of the BlackBerry Manager. To exit from the command prompt window, type exit. In the Microsoft Windows Services panel, restart the BlackBerry services. Remove Microsoft Outlook from the host server.
7. 8. Microsoft Outlook is installed on the server that hosts the BlackBerry Professional Software. 1.

Possible cause

Possible solution 2. Install or re-apply Microsoft Exchange Administration 4.5 Service Pack 4 or the Microsoft Exchange System Management Tools for Microsoft Exchange 2000 or Microsoft Exchange 2003.
The Server Routing Protocol (SRP) identifier is not listed Uninstall and then re-install the BlackBerry Professional in Exchange 5.5 Administrator > Configuration > Software using the same configuration information that you BlackBerry Servers > System Info. used in the original installation. Do not click the Remove Server button at BlackBerry Servers. Removing the server eliminates any possibility of restoring existing user accounts that are serviced by the BlackBerry Professional Software. In a Microsoft Exchange 2000 or Microsoft Exchange 1. 2003 environment, this message might appear for one of the following reasons: permissions for the Microsoft Windows account 2. that is used to run the BlackBerry Professional Softwareare not correctly specified or are missing MAPI profile for the Microsoft Windows account is incorrect or is not specified 1. 2. Grant all required permissions to the Microsoft Windows account that is used to run the BlackBerry Professional Software. For more information, see the BlackBerry Professional Software Getting Started Guide. When you are prompted for the MAPI profile name, type the MAPIProfile name that is in the registry at HKEY_CURRENT_USER/Software/Research In Motion/ BlackBerry Enterprise Server/Management. Install Microsoft Exchange 2003 System Manager on the server that hosts the BlackBerry Professional Software. On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > Programs > BlackBerry Professional Software > BlackBerry Server Configuration. On the BlackBerry Server tab, click Edit MAPI Profile. Type the Microsoft Exchange Server name. In the Mailbox field, type the name of the Microsoft Windows account that is used to run the BlackBerry Professional Software. Click Apply.

I am experiencing an issue after I install the BlackBerry Professional Software on the Windows Small Business Server
In the Database Information section, type the name of the existing database. In the Database authentication section, select the authentication type for your existing database. If you are installing a new database, select Windows (trusted) authentication.
Possible cause After you install the BlackBerry Professional Software on the Windows Small Business Server, the BlackBerry Controller might not be able to start the BlackBerry Messaging Agent. As a result, you might experience any of the following issues: You cannot activate user accounts. A "Pending delete" message appears when you try to add a user account. The BlackBerry Professional Software appears to be unavailable for processes that directly use the BlackBerry Messaging Agent. The BlackBerry Messaging Agent does not create log files. Possible solution For more information about possible causes and solutions for these issues, visit www.blackberry.com/support to read article KB04646.
Microsoft Outlook Web Access no longer works after I install the BlackBerry Professional Software
Possible cause In a Microsoft Exchange 2007 environment, Microsoft Outlook Web Access requires Microsoft.NET Framework version 2.0. The setup application for the BlackBerry Professional Software automatically installs Microsoft.NET Framework version 1.1, which can overwrite an existing installation of Microsoft.NET Framework version 2.0. As a result, users might receive a "Service Unavailable" message when they try to use Microsoft Outlook Web Access 2007. Possible solution Restore Microsoft.NET Framework version 2.0. For more information, visit www.blackberry.com/support to read article KB15040.

Adding user accounts

You create and manage user accounts for the BlackBerry Professional Software using the BlackBerry Manager.
In the BlackBerry Manager, you can use the Add New Users Wizard to create each user account, or you can create each user account manually. For information about creating a user account manually, see the BlackBerry Professional Software Administration Guide.
Preconfigured IT policies in the BlackBerry Professional Software
The BlackBerry Professional Software provides preconfigured IT policies that you can apply when you set up a user account. You can configure additional IT policy rules in these IT policies or change any settings that are shown in the following table. IT policy rule Default IT Basic policy password security IT policy Medium password security IT policy Medium password security (disallow application download) IT policy True False Advanced Advanced security IT policy security (disallow application downloads) IT policy

Device-Only Items Password False Required User Can True Disable Password Maximum Security Timeout Maximum Password Age Password 0 Pattern Checks Enable Longterm Timeout

True False

30 min. 60 days 0
10 min. 30 days at least 1 alpha and 1 numeric character True

IT policy rule

Default IT Basic policy password security IT policy
Medium password security IT policy
Medium password security (disallow application download) IT policy 6
Advanced Advanced security IT policy security (disallow application downloads) IT policy
Password policy group Maximum Password History Security policy group Disallow Third False Party Application Download Force Lock When False Holstered Content Protection Strength Disable USB False Mass Storage External File 0 System Encryption level

False

True Strong
True Encrypt to user password (excluding multimedia directories) True True
Bluetooth policy group Disable Serial False Port Profile Disable False Discoverable Mode

False False

False True

True True

Add a user account
Medium password security (disallow application download) IT policy False False False
Advanced Advanced security IT policy security (disallow application downloads) IT policy True True True True True True
Disable Address False Book Transfer Disable File False Transfer Require LED False Connection Indicator WLAN policy group WLAN Allow True Handheld Changes

False False False

You must set up user accounts on your messaging server before you set up user accounts in the BlackBerry Professional Software. When you create a user account, you can assign an IT policy to control settings for the account. You can select one of the preconfigured IT policies, or create your own and select it. For more information about the IT policy rule settings, see the Policy Reference Guide. 1. 2. 3. 4. 5. 6. 7. 8. On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > BlackBerry Manager. In the BlackBerry Manager, click the Home tab. In the Account section, click Add New Users Wizard. In the user list, click the name of the user whose BlackBerry Professional Software user account you want to create. Click Select. Click OK. On the Select IT policy screen, specify the IT policy setting for the user account. On the Device Deployment screen, specify how to activate the BlackBerry device.

Click Done.

Legal notice
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Upgrade Guide

BlackBerry Professional Software for Microsoft Exchange
Version: 4.1 | Service Pack: 4
SWD-356206-0912100551-001

Contents

1 Upgrading from the BlackBerry Professional Software to the BlackBerry Enterprise Server.. Feature comparison for the BlackBerry Professional Software and the BlackBerry Enterprise Server.. Host server and database upgrade scenarios.... 23
2 System requirements...... System requirements: BlackBerry Enterprise Server.... System requirements: BlackBerry Attachment Service.... System requirements: BlackBerry Manager.... System requirements: BlackBerry MDS Connection Service... System requirements: BlackBerry MDS Integration Service... System requirements: BlackBerry Router..... Supported environments..... Unsupported environments..... 3 Preparing to upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server. Obtain the BlackBerry Enterprise Server software files.... Verify and record the name of the existing host computer for the BlackBerry Professional Software. Verify and record the name of the administration account for the BlackBerry Professional Software.. Verify the names of the existing BlackBerry Configuration Database and its host computer.. Verify the existing SRP authentication information.... Verify the existing CAL key..... Back up the BlackBerry Professional Software registry settings.... Back up the BlackBerry Professional Software log files.... Back up the BlackBerry Configuration Database.... BlackBerry Configuration Database Backup Tool parameters.... 4 Configuring a Microsoft Exchange 5.5, Microsoft Exchange 2000, or Microsoft Exchange 2003 messaging environment...... Identify and resolve any Microsoft Exchange known issues for wireless calendar synchronization.. 5 Setting up the database connection.... Using the existing BlackBerry Configuration Database after the upgrade to the BlackBerry Enterprise Server. Specifying permissions when connecting to the BlackBerry Enterprise Server databases using Windows authentication...... Assign Microsoft SQL Server permissions to the Microsoft Windows account..
Configuring authentication to the BlackBerry MDS Integration Service database... 6 Performing the upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server on the existing host computer..... Prerequisites: Upgrading from the BlackBerry Professional Software to the BlackBerry Enterprise Server on the existing host computer...... Stop the BlackBerry Professional Software services.... Upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server on the existing host computer...... Improve the startup performance of the BlackBerry Enterprise Server after the upgrade... 7 Performing the upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server on a new host computer...... Prerequisites: Upgrading from the BlackBerry Professional Software to the BlackBerry Enterprise Server on a new host computer...... Configuring the local permissions on the new host computer... Moving the BlackBerry Configuration Database to the new host computer... Stop the BlackBerry Professional Software services.... Upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server on a new host computer....... Improve the startup performance of the BlackBerry Enterprise Server after the upgrade... 8 Troubleshooting the BlackBerry Enterprise Server upgrade process... A third-party tool did not install successfully and the BlackBerry Enterprise Server setup application closed.. Previous version detected but no database available... The BlackBerry Collaboration Service does not connect to Microsoft Office Live Communications Server 2005. The setup application did not prompt you to change or confirm the MAPI profile... You cannot resolve errors that occur when you move users.... You encounter errors when you try to upgrade the BlackBerry Configuration Database.. The setup application prompts you for access to the installation media for Microsoft.NET Framework version 1.1....... Service failed to start, generating error 5305.... BlackBerry Router and BlackBerry Dispatcher do not install during the migration or upgrade process.. I am experiencing an issue after I install the BlackBerry Professional Software on the Windows Small Business Server...... Microsoft Outlook Web Access no longer works after I install the BlackBerry Professional Software.
Restore the BlackBerry Configuration Database.... 9 Upgrading the BlackBerry Device Software.... Permitting users to upgrade the BlackBerry Device Software from their computers.. Configure a network drive..... Save the BlackBerry Device Software installation files to the network drive... Verify the version of the application loader tool.... Pushing the BlackBerry Desktop Software or BlackBerry Device Manager installation files to users' computers...... Synchronizing wireless data automatically.... Create the BlackBerry Device Software upgrade instructions for BlackBerry device users.. Confirming that the BlackBerry Device Software upgrade process completed successfully.. Upgrading the BlackBerry Device Software at a central computer... Configure a network drive..... Save the BlackBerry Device Software installation files to the network drive... Create a software configuration for the BlackBerry Device Software... Assign the software configuration to a user account.... Upgrade the BlackBerry Device Software at a central computer... Verify that the BlackBerry Device Software upgrade at a central computer completed successfully.. Pushing the BlackBerry Device Software and the BlackBerry Desktop Software to users' computers.. Configure a network drive..... Save the BlackBerry Device Software installation files to the network drive... Save the BlackBerry Desktop Software installation files to the network drive... Synchronizing wireless data automatically.... Send the installation files for the BlackBerry Desktop Software and the BlackBerry Device Software to users using a third-party application..... Confirming that the BlackBerry Device Software upgrade process completed successfully.. 10 Troubleshooting the BlackBerry Device Software upgrade process.. When users click the link to the application loader tool in the upgrade instructions, the upgrade process does not start...... 11 Glossary...... 12 Legal notice.....

Microsoft Exchange Organization of the system tools for the messaging server version of the CDO library Unicode support for calendars
same Microsoft Exchange Organization as the messaging server
latest version that is supported by the latest version of Microsoft Exchange in your organization's environment To support Microsoft Exchange 2003, the following Microsoft hotfixes installed: 913643 on your organization's messaging server 923537 on the computer that hosts the BlackBerry Enterprise Server to support Microsoft Exchange 2007, the Internet Service Manager component of Microsoft IIS Any of the following database management systems: MSDE 2000 Microsoft SQL Server 2000 SP4 Microsoft SQL Server 2005 or later Professional, Enterprise, or Express Microsoft SQL Server 2005 or later (64-bit) To support Microsoft SQL Server, the following conditions on the database server: collation setting is default case-insensitive BlackBerry Configuration Database collation setting is default caseinsensitive named pipes and TCP/IP network protocols turned on Any of the following data access components on the computers that host the BlackBerry Enterprise Server or the BlackBerry Configuration Database: MDAC version 2.8 with Security Patch MS04-003 (version 2000.85.1025.00) MDAC version 2.8.2 (version 2000.86.1830.00), included with Windows Server 2003 SP1
Internet Service Manager database management system

collation setting

remote database conditions data access components
database conditions for the BlackBerry A database server with the following conditions: MDS Integration Service host for the BlackBerry Configuration Database support for mixed-mode authentication
System requirements: BlackBerry Attachment Service
Item Microsoft.NET Framework instant messaging server
Requirement to support languages other than English, localized version of Microsoft.NET Framework version 1.1 SP1 Any of the following instant messaging servers: IBM Lotus Sametime version 6.5.1 Community Server (version 6.5.1 or later required to support dormant mode) IBM Lotus Sametime version 7.0 Community Server IBM Lotus Sametime version 7.5 Community Server IBM Lotus Sametime version 8.0 Community Server Microsoft Office Live Communications Server 2005 (SP1 required to support Microsoft Office Communicator and dormant mode) Microsoft Office Communications Server 2007 Standard or Enterprise Novell GroupWise Messenger version 2.0.1 or later Microsoft Internet Explorer with the following settings: Java or JavaScript turned on language preferences configured to display encoded web pages to support audio attachments, Windows Media Player version 9 or later high-speed, switched connection between the BlackBerry Enterprise Server and the messaging servers A firewall or proxy firewall with the following conditions: support for the BlackBerry Enterprise Server to initiate an outgoing, twoway TCP/IP connection to an external server on port 3101 support for the resolution of Internet addresses using DNS transparency of the proxy server for proxy firewalls

browser

media player network proximity firewall
The following system requirements apply when installing the BlackBerry Attachment Service on a computer separate from the BlackBerry Enterprise Server. Item operating system Requirement Any of the following operating systems:
System requirements: BlackBerry Manager
Requirement Microsoft Windows 2000 SP4 (Server edition or Advanced Server edition) Microsoft Windows Server 2003 SP1 Microsoft Windows XP Professional SP2

media player web browser

To support audio attachments, Windows Media Player Version 9 or later Microsoft Internet Explorer with the following settings: Java or JavaScript turned on language preferences configured to display encoded web pages
The following system requirements apply when installing the BlackBerry Manager on a computer separate from the BlackBerry Enterprise Server. Item operating system Requirement Any of the following operating systems: Windows 2000 SP4 (Server, Advanced Server, or Professional) Windows Server 2003 or later Windows Server 2003 or later (64-bit) Windows Server 2003 R2 SP2 Windows Server 2003 R2 SP2 (64-bit) Windows XP Professional SP2 Windows Small Business Server 2003 (Standard edition or Premium edition) Any of the following messaging server system tools: Microsoft Exchange version 5.5 Administrator Microsoft Exchange 2000 System Manager Microsoft Exchange 2003 System Manager Microsoft Exchange Server MAPI client and CDO 1.2.1 for Microsoft Exchange 2007, either Microsoft Exchange Server MAPI client and CDO 1.2.1 or Microsoft Exchange 2003 SP2 System Tools
messaging server system tools
System requirements: BlackBerry MDS Connection Service

Requirement

Microsoft Exchange Organization of the same Microsoft Exchange Organization as the messaging server the messaging server system tools version of the messaging server system the same version as the messaging server tools version of the CDO library the latest version that is supported by the latest version of Microsoft Exchange in your environment Internet Service Manager To support Microsoft Exchange 2007, the Internet Service Manager component of Microsoft Internet Information Services installed Microsoft.NET Framework To support languages other than English, localized version of Microsoft.NET Framework version 1.1 SP1 browser Microsoft Internet Explorer with the following settings: Java or JavaScript turned on language preferences set to display encoded web pages data access components Any of the following data access components: MDAC version 2.8 with Security Patch MS04-003 (version 2000.85.1025.00) MDAC version 2.8 SP2 (version 2000.86.1830.00) To support BlackBerry device implementation, printer and file sharing turned on To support BlackBerry device implementation that uses a hub, a USB driver that supports USB 1.1-compliant hubs
printer and file sharing USB hub
The following system requirements apply when installing the BlackBerry MDS Connection Service on a computer separate from the BlackBerry Enterprise Server. Item operating system Requirement Any of the following operating systems: Microsoft Windows 2000 SP4 (Server edition, Advanced Server edition, or Professional edition) Microsoft Windows Server 2003 SP1 Microsoft Windows XP Professional SP2

System requirements: BlackBerry MDS Integration Service
Requirement Microsoft Windows Small Business Server 2003 (Standard edition or Premium edition)
messaging server application
To support BlackBerry Enterprise Server Version 3.5 and BlackBerry Enterprise Server Version 3.6, any of the following applications: Microsoft Exchange Version 5.5 Administrator Microsoft Exchange 2000 System Manager Microsoft Exchange 2003 System Manager Microsoft Exchange Server MAPI client and CDO 1.2.1 for Microsoft Exchange 2007, either Microsoft Exchange Server MAPI client and CDO 1.2.1 or Microsoft Exchange 2003 SP2 System Tools To support enhanced network authentication, RSA Authentication Agent Version 5.0 for Microsoft Windows

RSA Authentication Agent

The following system requirements apply when installing the BlackBerry MDS Integration Service on a computer separate from the BlackBerry Enterprise Server. Item operating system Requirement Any of the following operating systems: Microsoft Windows 2000 SP4 (Server edition or Advanced Server edition) Microsoft Windows Server 2003 SP1 Microsoft Windows XP Professional SP2 A database server that is the the host for the BlackBerry Configuration Database.

database conditions

System requirements: BlackBerry Router
The following system requirements apply when installing the BlackBerry Router on a computer separate from the BlackBerry Enterprise Server.

Supported environments

Item operating system
Requirement Any of the following operating systems: Microsoft Windows 2000 SP4 (Server edition or Advanced Server edition) Microsoft Windows Server 2003 SP1 Microsoft Windows XP Professional SP2 A firewall or proxy firewall with the following conditions: support for the BlackBerry Router to initiate an outgoing, two-way TCP/IP connection to an external server on port 3101 support for the resolution of Internet addresses using DNS transparency of the proxy server for proxy firewalls

firewall

Item virtual environment Description The BlackBerry Enterprise Server and its components support the following virtual environments: VMware ESX Server Version 2.5.2 or later VMware ESX Server Version 3.0.1 The BlackBerry Collaboration Service supports Windows Messenger if MSMQ Version 3.0 is installed. If installed separately from Microsoft Windows Server 2003, the default Microsoft Active Directory Integration and Triggers subcomponents must be cleared, and only the Common subcomponent must be selected. The BlackBerry Collaboration Service supports Windows Messenger with TLS if one of the following certificates is installed on the computer that hosts the BlackBerry Collaboration Service: if your instant messaging server is Microsoft Office Live Communications Server 2005, an MTLS certificate

Description an ISAPI filter for the cwaauth.dll file and the ajax.dll file The BlackBerry Enterprise Server and its components support RSA Authentication Agent Version 5.0 for Microsoft Windows. The BlackBerry Enterprise Server and its components support the SNMP service. The BlackBerry Enterprise Server and its components support remote access using any of the following applications: Terminal Services for use with Microsoft Windows Server 2000, installed using Remote Administration mode Microsoft Remote Desktop Connection for use with Microsoft Windows Server 2003
Item DMZ messaging server email application Microsoft SQL Server 2005 Express database Description The BlackBerry Enterprise Server and its components, with the exception of the BlackBerry Router, do not support installation in a DMZ. The BlackBerry Enterprise Server and its components do not support the installation of the messaging server on the same computer. The BlackBerry Enterprise Server and its components do not support the installation of email applications on the same computer. The BlackBerry MDS Integration Service databases do not support the Microsoft SQL Server 2005 Express database.
Preparing to upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server
Obtain the BlackBerry Enterprise Server software files

1. 2. 3. 4.

At www.blackberry.com/support/downloads, click BlackBerry Enterprise Server. Download the current version of the BlackBerry Enterprise Server software. Double-click the downloaded.zip file. Extract the files to a folder on the local drive of the computer that you plan to use to host the BlackBerry Enterprise Server.
Verify and record the name of the existing host computer for the BlackBerry Professional Software
If you plan to upgrade to the BlackBerry Enterprise Server on a new host computer, you require the name of the existing host computer for the BlackBerry Professional Software during the upgrade process. 1. In the BlackBerry Manager, click the Home tab. 2. In the right pane, verify the Host Name of the existing host computer for the BlackBerry Professional Software. 3. Record the host name. 4. Close the BlackBerry Manager.
Verify and record the name of the administration account for the BlackBerry Professional Software

Back up the BlackBerry Professional Software registry settings
You can back up the settings for the BlackBerry Professional Software in the Windows registry so that you can restore the settings, if required. 1. On the computer that hosts the BlackBerry Professional Software, on the taskbar, click Start > Run. Type regedit. 2. In the left pane, navigate to HKEY_LOCAL_MACHINE\SOFTWARE\Research In Motion. 3. Right-click Research In Motion. Click Export. 4. Save the file that you exported.
Back up the BlackBerry Professional Software log files
You can back up the existing log files so that you can troubleshoot the upgrade process if it does not complete successfully. 1. On the computer that hosts the BlackBerry Professional Software, navigate to C:\Program Files\Research In Motion \BlackBerry Enterprise Server\Logs. 2. Copy the log files to a backup location.
Back up the BlackBerry Configuration Database
You can back up the BlackBerry Configuration Database so that you can restore it, if necessary, after an installation, migration, or upgrade. You can also back up the BlackBerry Configuration Database if you plan to restore it to a different computer. If your database environment is Microsoft SQL Server, you use the backup and restore tools that Microsoft Corporation provides. If your database environment is Microsoft SQL Server 2005 Express or MSDE 2000, you can use the BlackBerry Configuration Database Backup Tool that is included with the BlackBerry Professional Software or the BlackBerry Enterprise Server installation media. By default, the backup file is named <database name> <YYYYMMDDHHMMSS>.bak. 1. 2. In the Windows Services, stop the BlackBerry Professional Software services. Perform one of the following actions: Task Back up from the Microsoft SQL Server Enterprise Manager. Steps a. b. c. Open the Microsoft SQL Server Enterprise Manager. Right-click the name of the BlackBerry Configuration Database. Click All Tasks. Click Backup Database.
Steps d. e. f. g. Click Add. Type the names of the backup file and the backup directory. In the Backup section, click Database - complete. Click OK. Open the Microsoft SQL Server Management Studio. Right-click the name of the BlackBerry Configuration Database. Click Tasks. Click Back Up. In the Database list, click the database name. In the Backup type list, click Full. In the Backup component list, click Database. Type the backup directory and file name. Click the type of backup destination. Click OK. On the computer that hosts the BlackBerry Configuration Database, at the command prompt, type the following command: osql -E b. c. Press ENTER. Type the following commands: backup database <databasename> to disk = 'C: \<databasename>.bak' go quit
Back up from the Microsoft SQL Server Management Studio.
a. b. c. d. e. f. g. h. i.
Back up from a command prompt.

Upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server on the existing host computer
During the upgrade process, you must restart the computer. The restart can take several minutes. Before you begin: In the Windows Services, stop the BlackBerry Professional Software services. 1. 2. 3. 4. 5. 6. Log in to the computer that hosts the BlackBerry Professional Software using the BESAdmin account. On the BlackBerry Enterprise Server installation media, double-click the setup.exe file. Complete the instructions on the screen. When prompted to restart the computer, click Yes. Log in to the computer using the account that you used in step 1. Complete the instructions on the screen.
Improve the startup performance of the BlackBerry Enterprise Server after the upgrade
After an upgrade, the BlackBerry Enterprise Server might send new service books to every BlackBerry device. If it sends all the new service books at the same time, the BlackBerry Enterprise Server startup time might be affected. You can improve the startup performance of the BlackBerry Enterprise Server by configuring the number of service books that the BlackBerry Enterprise Server sends each hour. 1. 2. 3. 4. On the computer that hosts an upgraded BlackBerry Policy Service, on the taskbar, click Start > Run. Type regedit. In the left pane, navigate to HKEY_LOCAL_MACHINE\SOFTWARE\Research In Motion\BlackBerry Enterprise Server \BlackBerry IT Admin Server. Right-click BlackBerry IT Admin Server. Click New > DWORD Value. Create the following DWORD values if they do not already exist: SBThrottlingEnabled: Right-click the new value. Click Modify. Set the Value data to 1. SBThrottleLimit: Right-click the new value. Click Modify. Set the Value data, in decimal format, to the maximum number of service books that you want the BlackBerry Enterprise Server to send each hour. The default is.60, which means that the BlackBerry Enterprise Server sends 60 new service books each hour.
Performing the upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server on a new host computer
Prerequisites: Upgrading from the BlackBerry Professional Software to the BlackBerry Enterprise Server on a new host computer
Perform the following actions: Obtain the original installation media for the BlackBerry Professional Software. Obtain the BlackBerry Enterprise Server software files. Purchase the BlackBerry Enterprise Server Trade-Up Key. Verify that your organization meets the prerequisites for installing the BlackBerry Enterprise Server. Back up the existing BlackBerry Professional Software registry settings and log files. Back up the BlackBerry Configuration Database. Install the BlackBerry Professional Software on the computer where you plan to install the BlackBerry Enterprise Server software. During the installation, use the existing CAL key information for the BlackBerry Professional Software. If you plan to move the existing BlackBerry Configuration Database to a different computer or to a new Microsoft SQL Server, perform the move before you begin the upgrade process. Verify that you have the following information available: BlackBerry Enterprise Server Trade-Up Key name of the account that you use to administer the BlackBerry Professional Software existing CAL key, SRP authentication key, and SRP host name name of the BlackBerry Configuration Database name of the computer that you plan to use to host the BlackBerry Enterprise Server name of the computer that hosts the BlackBerry Configuration Database

Configuring the local permissions on the new host computer
On the new host computer, you must assign the following permissions for the account that you use to administer the BlackBerry Enterprise Server: Local Administrator rights on the BlackBerry Enterprise Server Local Security Policy permissions for the BlackBerry Enterprise Server administration account in a Microsoft Exchange 2000 or 2003 environment, Microsoft Exchange permissions at the Administrative Group level and at the Microsoft Exchange Server level in a Microsoft Exchange 2007 environment, permissions for an Exchange View Only Administrator role Send As, Receive As, and Administer Information Store permissions at the Microsoft Exchange Server level
Moving the BlackBerry Configuration Database to the new host computer
Send As permission on a single account for all BlackBerry device users in a Microsoft Active Directory domain or container database permissions for managing the BlackBerry Configuration Database
For information about how to configure the required permissions for the account that you use to administer the BlackBerry Enterprise Server, visit www.blackberry.com/support to read articles KB02276 and KB04557. For information about how to configure the required database permissions, visit www.blackberry.com/support to read articles KB03112 and KB03633.
You can use the backup and restore process to return to a previous version of the BlackBerry Configuration Database after an installation, migration, or upgrade. You can also use the restore process to move an existing BlackBerry Configuration Database to a different computer. You must first create an empty database on the new computer and then restore the existing database to the new location. To move the BlackBerry Configuration Database, you perform the following actions: Back up the BlackBerry Configuration Database. Prepare the new Microsoft SQL Server. Restore the BlackBerry Configuration Database on the new computer. After you install the BlackBerry Enterprise Server software, configure the BlackBerry Configuration Database information.

If a Messaging Application Programming Interface 1. (MAPI) profile was created using a profile wizard, this message might appear for one of the following reasons: The profile wizard might return more than one mailbox for the Microsoft Windows account that runs the BlackBerry Professional Software. The Microsoft Exchange Server might not host the mailbox for the administration account for the BlackBerry Professional Software. The MAPI profile might be configured to use a method of authentication other than NT Password Authentication, which requires a user name, domain, and password. 2. 3. 4. 5.
The security settings in the MAPI properties are configured to prompt for a password, but Distributed Password Authentication is configured.
Change the MAPI authentication method to Windows NT Password Authentication. 1. On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > Programs > BlackBerry Professional Software > BlackBerry Server Configuration. On the BlackBerry Server tab, click Edit MAPI Profile. On the Advanced tab, in the Logon network security drop-down list, click NT Password Authentication. Click Apply.

2. 3. 4.

The Microsoft Windows account that is used to run the Restore the Microsoft Windows account from a backup file, or BlackBerry Professional Software was deleted. create a new account. For more information about how to create a new account, see the BlackBerry Professional Software Getting Started Guide.
Possible solution On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > Run. Type cd\Program Files\Research In Motion \BlackBerry Enterprise Server\Utility Type handheldcleanup.exe -u In the ProfileName drop-down list, click BlackBerryServer. Click OK. At the command prompt, type the name of the server that hosts the BlackBerry Professional Software as the name appears on the Home tab of the BlackBerry Manager. To exit from the command prompt window, type exit. In the Microsoft Windows Services panel, restart the BlackBerry services. Remove Microsoft Outlook from the host server. Install or re-apply Microsoft Exchange Administration 4.5 Service Pack 4 or the Microsoft Exchange System Management Tools for Microsoft Exchange 2000 or Microsoft Exchange 2003.
The Microsoft Windows account that is used to run the 1. BlackBerry Professional Software was migrated to a new server, and its location was not updated through 2. directory replication. 3. 4. 5. 6.
7. 8. Microsoft Outlook is installed on the server that hosts the BlackBerry Professional Software. 1. 2.
The Server Routing Protocol (SRP) identifier is not listed Uninstall and then re-install the BlackBerry Professional in Exchange 5.5 Administrator > Configuration > Software using the same configuration information that you BlackBerry Servers > System Info. used in the original installation. Do not click the Remove Server button at BlackBerry Servers. Removing the server eliminates any possibility of restoring existing user accounts that are serviced by the BlackBerry Professional Software. In a Microsoft Exchange 2000 or Microsoft Exchange 1. 2003 environment, this message might appear for one of the following reasons: Grant all required permissions to the Microsoft Windows account that is used to run the BlackBerry Professional Software. For more information, see the BlackBerry Professional Software Getting Started Guide.

Push the BlackBerry Device Manager installation file to users' computers
You can push the BlackBerry Device Manager to users' computers so that they can perform tasks such as charging their BlackBerry devices, synchronizing organizer items through the BlackBerry Router, and upgrading the BlackBerry Device Software at their computers. Note: When you push the BlackBerry Device Manager installation file, the installation process automatically removes the BlackBerry Desktop Manager from users' computers. 1. Download the installation file for the BlackBerry Device Manager from www.blackberry.com/support/downloads. 2. Copy the installation file that you downloaded to the shared network drive. 3. Send users an email message that includes the following information: location of the installation file on the network drive instructions to double-click blackberry device manager v4.1.msi
Push the BlackBerry Desktop Software installation file to users' computers
You can push the BlackBerry Desktop Software to users' computers so that they can synchronize organizer data items and manage message forwarding at their computers. > Send users an email message that includes the location of the installation file on the network drive and specifies one of the following installation types: For the BlackBerry Desktop Manager: \\<shared network drive>\setup.exe /s For the BlackBerry Desktop Manager and the BlackBerry Certificate Synchronization Manager: \\<shared network drive>\setup.exe /s /v "INSTALLLEVEL=125" The software installs automatically.
Synchronizing wireless data automatically
When you upgrade the BlackBerry Enterprise Server, the BlackBerry Synchronization Service sends service books to the BlackBerry devices that can synchronize data over the wireless network. For more information about which BlackBerry Device Software versions cause wireless data synchronization to occur automatically, visit www.blackberry.com/support to read article KB04295.
Create the BlackBerry Device Software upgrade instructions for BlackBerry device users
Perform this task so that your users can upgrade the BlackBerry Device Software. 1. Create an email message that includes the location of the application loader tool and specifies the following loading commands based on the type of connection that the BlackBerry device uses: USB: \\<shared computer name>\Research In Motion\Apploader\loader.exe /defaultUSB /forceload Serial: \\<shared computer name>\Research In Motion\Apploader\loader.exe
Upgrading the BlackBerry Device Software at a central computer
Consider providing the following instructions in the email message: Connect your BlackBerry device to your computer. Do not disconnect your BlackBerry device from your computer until the upgrade process completes. If prompted, type your BlackBerry device password. Click Next. If your BlackBerry device uses a serial connection, complete the instructions on the screen. If prompted, select the Provision the device during the loading process option, and select the messaging server on which your user account is located.

Confirming that the BlackBerry Device Software upgrade process completed successfully
Verify that the upgrade from BlackBerry Device Software Version 4.0 or later completed successfully
1. 2. 3. In the BlackBerry Manager, in the left pane, click a BlackBerry Enterprise Server. In the Users list, click a user. In the lower pane, verify the BlackBerry Device Software version. When you upgrade the BlackBerry Device Software, the version of the BlackBerry Device Software on the BlackBerry device does not update immediately in the BlackBerry Manager. You might have to wait for a short period of time while the BlackBerry Configuration Database synchronizes the version of the BlackBerry Device Software that displays in the BlackBerry Manager with the version of the BlackBerry Device Software that is installed on the BlackBerry device.
Verify that the upgrade from BlackBerry Device Software Version 3.6 completed successfully
> Instruct users to perform the following actions: On the BlackBerry device, in the device options, click About. Confirm the version.
If you want to upgrade the BlackBerry Device Software for users, or if you want users to upgrade their BlackBerry devices at a central location, you can upgrade the BlackBerry Device Software at a central computer. Advantages You can monitor the software upgrade process at the central computer. Disadvantages You cannot make users upgrade the BlackBerry Device Software.
Advantages You can use software configurations to help control the software upgrades. You can upgrade multiple BlackBerry devices at the same time. You can upgrade BlackBerry devices for users who do not have the BlackBerry Desktop Manager installed on their computers. You can share a single software location among multiple central computers.

Disadvantages

Create a software configuration for the BlackBerry Device Software
Perform this task to help control the software upgrade process for each BlackBerry device at a central computer. 1. In the BlackBerry Manager, in the left pane, click BlackBerry Domain. 2. On the Software Configurations tab, click Add New Configuration. 3. In the Configuration Name field, type a name for the software configuration. 4. In the Device Software Location field, click the Change button. 5. Navigate to the network location where you installed the BlackBerry Device Software. 6. In the Application Name list, select the check box for the BlackBerry device series that you want to upgrade the BlackBerry Device Software for. 7. Expand the application tree. 8. Select the check boxes for additional components or applications that you want to install.

Click OK.

Assign the software configuration to a user account
If you add the BlackBerry Device Software to a software configuration and then assign the software configuration to a user acount, you can monitor when the upgrade process occurs. 1. In the BlackBerry Manager, in the left pane, click a BlackBerry Enterprise Server. 2. In the Users list, click the user account that you want to assign the software configuration to. 3. In the lower pane, click Device Management. 4. Click Assign Software Configuration. 5. Click a software configuration. 6. Click OK.
Upgrade the BlackBerry Device Software at a central computer
Before you begin: Verify that the central computer can access the network drive. To decrease bandwidth over your organization's LAN, verify that the network drive is in close proximity to the central computer. Verify that BlackBerry Manager is installed on the central computer. 1. 2. 3. 4. Connect the BlackBerry device to the central computer that hosts the BlackBerry Manager. In the BlackBerry Manager, in the left pane, click Ports. On the Ports tab, click the BlackBerry device whose BlackBerry Device Software you want to upgrade. Perform one of the following actions: To upgrade the BlackBerry Device Software automatically, click Load Handheld. To upgrade the BlackBerry Device Software using the application loader tool, click Load Handheld (Interactive). Click a software configuration. Click OK. If you are using the application loader tool, complete the instructions on the screen.

5. 6. 7.

Verify that the BlackBerry Device Software upgrade at a central computer completed successfully
1. 2. 3. In the BlackBerry Manager, in the left pane, click a BlackBerry Enterprise Server. In the Users list, click a user. In the lower pane, check for one of the following status messages:
Pushing the BlackBerry Device Software and the BlackBerry Desktop Software to users' computers
Upgrade Required: the BlackBerry device has not yet been upgraded to the BlackBerry Device Software specified in the assigned software configuration Up to date: the BlackBerry device has been upgraded to the BlackBerry Device Software specified in the software configuration When you upgrade the BlackBerry Device Software, the version of the BlackBerry Device Software on the BlackBerry device does not update immediately in the BlackBerry Manager. You might have to wait for a short period of time while the BlackBerry Configuration Database synchronizes the version of the BlackBerry Device Software that displays in the BlackBerry Manager with the version of the BlackBerry Device Software that is installed on the BlackBerry device.