Managing user accounts

Add a user account
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. 9. 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.
Add a user account manually
1. 2. 3. 4. 5. 6. In the BlackBerry Manager, click the Users tab. In the Account section, click Add Users. Click Properties. Type or select the user account name. Click OK. Next, you assign an IT policy to the user account and deploy the BlackBerry device associated with the user account.
Change user account information
1. 2. 3. 4. In the BlackBerry Manager, click the Users tab. Double-click the user account that you want to update. Make your changes. Click Apply.
Remove a user account from the BlackBerry Professional Software
When you remove a user account from the BlackBerry Professional Software, you can retain the BlackBerry configuration and permissions information for the user account in the users person document so that you can add the user account again at a later time. 1. 2. 3. 4. In the BlackBerry Manager, click the Users tab. Right-click the user account that you want to remove. Click Delete User. Click Yes. Choose whether to retain the BlackBerry Professional Software configuration and permissions information in the users person document and the state database.
Managing BlackBerry devices
Change how to load existing email messages on to BlackBerry devices

Customizing message filter synchronization

Click Apply.

Turn off memo synchronization for a specific user account
1. 2. 3. 4. 5. In the BlackBerry Manager, click the Users tab. Double-click the user account. In the left pane, click PIM Sync. In the Memos section, in the Synchronization Enabled drop-down list, click False. Click Apply.
Customize message filter synchronization for all user accounts
1. 2. 3. 4. 5. In the BlackBerry Manager, click the Home tab. Click Edit Global Properties. In the left pane, click Global PIM Sync. In the Message Filters section, in the Synchronization Type drop-down list, accept the Bidirectional option. In the Conflict Resolution drop-down list, click one of the following conflict resolution options: To specify that the BlackBerry Professional Software information overrules the BlackBerry device information, click Server Wins. To specify that the BlackBerry device information overrules the BlackBerry Professional Software information, click Device Wins. Click Apply.
Turn off message filter synchronization for all user accounts
1. 2. 3. 4. 5. In the BlackBerry Manager, click the Home tab. Click Edit Global Properties. In the left pane, click Global PIM Sync. In the Message Filters section, in the Synchronization Enabled drop-down list, click False. Click Apply.
Customize message filter synchronization for a specific user account
Customizing message setting synchronization

2. 3. 4. 5.

Double-click the user account. In the left pane, click PIM Sync. In the Message Filters section, in the Synchronization Type drop-down list, accept the Bidirectional option. In the Conflict Resolution drop-down list, click one of the following conflict resolution options: To specify that the BlackBerry Professional Software information overrules the BlackBerry device information, click Server Wins. To specify that the BlackBerry device information overrules the BlackBerry Professional Software information, click Device Wins. Click Apply.
Turn off message filter synchronization for a specific user account
1. 2. 3. 4. 5. In the BlackBerry Manager, click the Users tab. Double-click the user account. In the left pane, click PIM Sync. In the Message Filters section, in the Synchronization Enabled drop-down list, click False. Click Apply.
Customize message setting synchronization for all user accounts
1. 2. 3. 4. 5. In the BlackBerry Manager, click the Home tab. Click Edit Global Properties. In the left pane, click Global PIM Sync. In the Message Settings section, in the Synchronization Type drop-down list, accept the Bidirectional option. In the Conflict Resolution drop-down list, click one of the following conflict resolution options: To specify that the BlackBerry Professional Software information overrules the BlackBerry device information, click Server Wins. To specify that the BlackBerry device information overrules the BlackBerry Professional Software information, click Device Wins. Click Apply.

Configuring message handling
Managing email message filters
Email message filters define which email messages the BlackBerry Professional Software redirects to BlackBerry devices. When a user receives an email message in the incoming message queue, the BlackBerry Professional Software applies filters to determine how to direct the message: forward, forward with priority, or do not forward to the users BlackBerry device. Email message filters that you configure in the BlackBerry Professional Software overrule the email message filters that users define using the BlackBerry Desktop Manager or their BlackBerry devices. You can create two types of email message filters in the BlackBerry Professional Software: global filters and user filters. Global filters apply to all user accounts in the BlackBerry Professional Software. Users cannot view or change global filters. If you define global filters, inform users so that they understand why some of the email message filter rules that they create might not apply to incoming messages. If you change global filters, the BlackBerry Professional Software reads and applies the changes immediately. User filters apply to specific user accounts in the BlackBerry Professional Software.
Create an email message filter that applies to all user accounts
1. 2. 3. 4. 5. 6. 7. 8. 9. 10. In the BlackBerry Manager, click the Home tab. Click Edit Server Properties. In the left pane, click Global Filters. Double-click Global Filter Definition. Click New. In the New Message Conditions section, double-click Filter Name. Type a name for the email message filter. Configure the options for the email message filter. Click Action. Complete one of the following tasks:
Task Create an email message filter that prevents the delivery of messages that satisfy the filter criteria. Create an email message filter that forwards messages that satisfy the filter criteria. Steps > a. b. In the drop-down list, click Hold. In the drop-down list, click Forward. Double-click Forwarding Options.
Perform one of the following actions: To forward only the message headers to BlackBerry devices, select the Header Only check box. To forward messages to BlackBerry devices with priority status, select the Level1 Notification check box. To forward only the message headers of messages with priority status, select both the Header Only and Level1 Notification check boxes.
11. Click OK. 12. In the Filter Name list, click the email message filter that you created. 13. Click Move Up or Move Down to move the filter higher or lower in the list. The BlackBerry Professional Software applies email message filters based on the order in which they appear. Organize the email message filters from the least restrictive to the most restrictive. 14. Click OK.

Configure a blind carbon copy on all messages
1. 2. 3. 4. 5. 6. In the BlackBerry Manager, click the Home tab. Click Edit Server Properties. In the left pane, click Messaging. In the Messaging Options section, double-click Auto BCC Addresses. Type the email addresses that you want to BCC on all messages. Separate email addresses with a semi-colon ( ; ). Click OK.
Configuring support for attachments
Configuring support for attachment file formats
The BlackBerry Attachment Service in the BlackBerry Professional Software uses distillers to convert attachments in supported file formats for display on the BlackBerry device. By default, all supported distillers are turned on. You can add or turn off support for attachment file formats.
File formats that the BlackBerry Attachment Service supports
Format Adobe Acrobat Versions 1.1, 1.2, 1.3, and 1.4 ASCII text audio WordPerfect Versions 6.0, 7.0, 8.0, 9.0 (2000) and 10.0 HTML images Microsoft Excel Versions 97, 2000, 2003 and XP Microsoft PowerPoint Versions 97, 2000, 2003 and XP Microsoft Word Versions 97, 2000, 2003 and XP Rich Text Format ZIP archives Extension.pdf.txt.amr,.wav,.mp3,.wma.wpd.htm,.html.bmp,.gif,.jpeg,.jpg,.png,.tif,.tiff,.wmf.xls.pps,.ppt.doc,.dot.rtf.zip
Turn off support for an attachment file format
Turn off a distiller to prevent users from viewing attachments in specific file formats. For example, if you turn off the.pdf distiller, users can no longer view.pdf file attachments on their BlackBerry devices. 1. On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > BlackBerry Server Configuration. 2. Click the Attachment Server tab. 3. In the Distiller Settings section, clear the check boxes beside the file formats that you want to turn off. 4. Click OK.
Controlling the size of attachments that users can receive on their BlackBerry devices
On the server that hosts the BlackBerry Professional Software, in the Microsoft Windows Services, restart the BlackBerry Attachment Service and the BlackBerry Dispatcher.
Add support for attachment file formats
If your email server connects to a document management system that renames file format extensions, add the extensions to the list of file formats to support arbitrary extensions. 1. On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > BlackBerry Server Configuration. 2. Click the Attachment Server tab. 3. In the Configuration Option drop-down list, click Connector Configuration. 4. In the Format Extension field, type the file format extensions that you want to add. 5. Click OK. 6. On the server that hosts the BlackBerry Professional Software, in the Microsoft Windows Services, restart the BlackBerry Dispatcher.

Device-Only Items Password False Required User Can True Disable Password Maximum Security Timeout Maximum Password Age Password 0 Pattern Checks Enable Long term Timeout Password policy group

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 6 6
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

Enforcing IT policy changes over the wireless network
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

If your BlackBerry Device Software supports it, you can immediately enforce IT policy rule additions, deletions, or modifications on BlackBerry devices. When the BlackBerry device receives an updated default IT policy or a new IT policy, the BlackBerry device and BlackBerry Desktop Software apply the configuration changes. The BlackBerry Professional Software resends the IT policy to the BlackBerry device to update the BlackBerry device and BlackBerry Desktop Software behavior over the wireless network. By default, the BlackBerry Professional Software resends the IT policy to the appropriate BlackBerry devices within a short period of time after you update the IT policy. You can also resend an IT policy to a BlackBerry device manually. You can configure the BlackBerry Professional Software to resend IT policies to BlackBerry devices at a scheduled interval, regardless of whether you have changed the IT policies.
Changing the default behavior of BlackBerry devices and the BlackBerry Desktop Software in your organization
You can use either of the following methods to change the default behavior of BlackBerry devices and the BlackBerry Desktop Software in your organization: set the values of IT policy rules in the default IT policy create a new IT policy, set its IT policy rule values, and assign one or more user accounts or user groups to the new IT policy

You can change the assigned value of a standard IT policy rule in an IT policy. You cannot add, delete, or change the permitted values for a standard IT policy rule. You also cannot delete the standard IT policy rules. You can add a new IT policy rule to an IT policy, delete a new IT policy rule from an IT policy, or change the assigned value of a new IT policy rule in an IT policy. Some IT policy rules have a corresponding user-accessible field on BlackBerry devices. When you set an IT policy rule to a True or False value, you prevent a user from selecting another value for a corresponding field on the BlackBerry device. When you set an IT policy rule by typing a string that simultaneously turns on the IT policy rule and provides the parameters for its use, the user cannot change the value of a corresponding field on the BlackBerry device. When you select a predefined, permitted value to assign to an IT policy rule, you restrict the values that the user can set for a corresponding field on the BlackBerry device. When an IT policy rule allows a numeric range, you can select any numerical value within the permitted range. A lock icon next to a field on the BlackBerry device indicates that the IT policy controls the setting and the user cannot change it.
Reverting to the default behavior of BlackBerry devices and BlackBerry Desktop Software
To revert to the default behavior that an IT policy rule customizes or controls, you can set that IT policy rule to Default, if that setting is available, or delete the value that you previously set. If you assign users to a new IT policy, you can delete that IT policy to revert those users to the default behavior for all functionality on the BlackBerry device and the BlackBerry Desktop Software. The BlackBerry Professional Software automatically reassigns the users to the Default IT policy and resends the default IT policy to the BlackBerry device, enforcing the settings in the Default IT policy.

Create an IT policy

Create an IT policy based on an existing IT policy
2. 3. 4. 5. 6. 7. 8. 9. 10.
In the Common section, click Create IT Policy. Click New. Double-click IT Policy Name. Type a name for the new IT policy. In the left pane, click a policy group. In the right pane, double-click the IT policy rule. Specify a value for the IT policy rule. Continue with the remaining policy groups that you want to configure. Click Apply.

Turn on push authorization
After you turn on push authentication and create push initiators to specify which push applications can send push requests, you can create pull rules to specify which users are allowed to receive push requests. Turn on push authorization for the BlackBerry MDS Connection Service to allow the BlackBerry MDS Connection Service to apply the push rules that you create. 1. In the BlackBerry Manager, click the Connection Service tab. 2. Click Edit Connection Service Properties. 3. In the left pane, click Access Control. 4. Click Push Authorization. 5. In the drop-down list, click True. 6. Click Apply. 7. Next, you create a push rule.

Create a push rule

1. 2. 3. 4. 5. 6. 7. 8. 9. In the BlackBerry Manager, click the Home tab. Click Edit Global Properties. In the left pane, click Access Control. Double-click Push Rules. Click New. Double-click Name. Type a name for the push rule. Click Apply. Next, you assign push initiators to the push rule.
Assign push initiators to a push rule
Before you begin, you must create push initiators to authenticate certain push applications. 1. In the BlackBerry Manager, click the Home tab. 2. Click Edit Global Properties. 3. In the left pane, click Access Control. 4. Double-click Push Initiator Rules. 5. In the left pane, click a push rule. 6. In the right pane, select the push initiators for the applications that you want to assign to the push rule. 7. Click Apply. 8. Next you, assign the push rule to each user account.
Assign a push rule to a specific user account
Before you begin, create a push rule and assign push initiators to the push rule. 1. In the BlackBerry Manager, click Edit Global Properties. 2. In the left pane, click Access Control. 3. Double-click User Rules. 4. In the left pane, click a push rule. 5. In the right pane, click a user account. 6. Click OK.
Managing push application requests
Encrypt push requests that push applications send to BlackBerry devices
You can configure the BlackBerry MDS Connection Service to encrypt the push requests that server-side push applications send to BlackBerry devices using SSL or TLS. By default, the BlackBerry MDS Connection Service does not encrypt the push requests that server-side push applications send. 1. In the BlackBerry Manager, click the Connection Service tab. 2. Click Edit Connection Service Properties. 3. Click Access Control. 4. Click Push Encryption. 5. In the drop-down list, click True. 6. Click Apply.
The BlackBerry MDS Connection Service receives push application requests from server-side push applications, then delivers these requests to applications on BlackBerry devices. You can control how the BlackBerry MDS Connection Service processes, stores, and delivers push application requests.
Specify device ports for application-reliable push requests

Configure the maximum number of queued connections that the BlackBerry MDS Connection Service can process
The BlackBerry MDS Connection Service queues push connections when the number of connections reaches the limit that you specify. You can configure the maximum number of push connections that the BlackBerry MDS Connection Service can queue. When this limit is reached, the BlackBerry MDS Connection Service sends a "service unavailable" message to BlackBerry devices that receive push requests. 1. In the BlackBerry Manager, click the Connection Service tab. 2. Click Edit Connection Service Properties. 3. Click Push/PAP. 4. Double-click Maximum number of Queued Connections. 5. Type a number. 6. Click OK. 7. On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > Administrative Tools > Services. 8. Right-click BlackBerry MDS Connection Service. 9. Click Restart.
Clear the push request queue manually on a Microsoft SQL Server
An automated process runs daily to clear the push request queue on a Microsoft SQL Server. You can also clear the push request queue manually by running the RIMPurgeMDSMsg<database_name> process from your Microsoft SQL Server management console. 1. Perform one of the following actions: If you are using Microsoft SQL Server Enterprise Manager, navigate to Console Root\Microsoft SQL Servers\SQL Server Group\<BlackBerry Configuration Database server>\Management\SQL Server Agent\Jobs. If you are using Microsoft SQL Server Management Studio, navigate to SQL Server Agent\Jobs. Start the RIMPurgeMDSMsg<database_name> process.
Configuring how the BlackBerry MDS Connection Service connects to BlackBerry devices
Specify the maximum amount of data that the BlackBerry MDS Connection Service can send to BlackBerry devices
1. 2. 3. 4. 5. 6. In the BlackBerry Manager, click the Connection Service tab. Click Edit Connection Service Properties. In the left pane, click General. Double-click Maximum KB/Connection. Type a number, in kilobytes. Click Apply.
Specify the BlackBerry MDS Connection Service flow control timeout limit
You can specify how long the BlackBerry MDS Connection Service waits for acknowledgement from a BlackBerry device before it discards pending content for that BlackBerry device. 1. In the BlackBerry Manager, click the Connection Service tab. 2. Click Edit Connection Service Properties. 3. In the left pane, click General. 4. Double-click Flow Control Timeout. 5. Type a number, in milliseconds. 6. Click Apply.

Applying application control policies
In the Application Name list, select the check box beside the BlackBerry device models that you want to configure the BlackBerry Device Software or applications for. 10. Select or clear the check box for each application that you want to install or remove. 11. In the Delivery drop-down list, click the delivery method. 12. In the Policy list, click the Application Control policy rule for the application. You can click Policies to define new application control policy rules for an application. 13. Click OK.
Create a software configuration based on an existing software configuration
1. 2. 3. 4. 5. 6. 7. In the BlackBerry Manager, click the Software Configurations tab. Click a software configuration. Click Copy Configuration. Double-click the copied software configuration. In the Configuration Name field, rename the software configuration. Change the software configuration properties as necessary. Click OK.
After you create a software configuration, you can configure an application control policy to control or change the behavior of an application on the BlackBerry device. For example, you can use an application control policy to specify that an application is required on the BlackBerry device. For more information about application control policies, see the Policy Reference Guide.
Define an application control policy
1. 2. 3. 4. 5. 6. 7. In the BlackBerry Manager, click the Software Configurations tab. In the Common section, click Manage Application Policies. Click New. Type a new policy name. Customize the application control policy rules. Click Apply. Next, you assign the application control policy to an application.
Send an application to a BlackBerry device over the wireless network
Assign an application control policy to an application
1. 2. 3. 4. 5. 6. In the BlackBerry Manager, click the Software Configurations tab. In the Configuration Name list, click a software configuration. In the Common section, click Edit Configuration. Click the application that you want to assign the application control policy to. In the Policy drop-down list, click an application control policy. Perform one of the following actions: To assign an application control policy to all applications that are not currently assigned to an application control policy, click an application control policy at the application software level. To assign the application control policy that is assigned at the application software level, click <default>. An asterisk is added to the policy name. To assign the default application control policy rules that are preconfigured on the BlackBerry device, click <none>. Click Apply.
Assign a software configuration to a user account
1. 2. 3. 4. 5. In the BlackBerry Manager, click the Users tab. Right-click the user account that you want to assign the software configuration to. Click Assign Software Configuration. Click the software configuration that you want to assign. Click OK.

The wireless download to BlackBerry devices can take up to four hours to start. 1. In the BlackBerry Manager, click the Software Configurations tab. 2. Click a software configuration. 3. Click Edit Configuration. 4. Click the application that you want to send over the wireless network. 5. In the Delivery drop-down list, click Wireless. 6. To make sure that the application remains installed on a BlackBerry device, set the Disposition to Required. 7. Click OK.
Load the BlackBerry Device Software or applications on to a BlackBerry device using the BlackBerry Manager
If you want to install BlackBerry Device Software or applications on BlackBerry devices before you distribute the BlackBerry devices to users, you can use the BlackBerry Manager to complete the installation process. 1. 2. 3. 4. 5. 6. 7. 8. Connect the BlackBerry device to the server that hosts the BlackBerry Professional Software. In the BlackBerry Manager, click the Software Configurations tab. Click a software configuration. Click Edit Configuration. Click the application that you want to install. In the Delivery drop-down list, click Wireline only. To make sure that the application remains installed on a BlackBerry device, set the Disposition to Required. Click OK.
Managing applications on BlackBerry devices
Change an application control policy
1. 2. 3. 4. 5. 6. In the BlackBerry Manager, click the Software Configurations tab. Click Manage Application Policies. Click the application control policy. Click Properties. Change the properties of the application control policy. Click OK.
Remove an application from a BlackBerry device
You cannot remove an application from a BlackBerry device over the wireless network. You can remove the icon for the application, and you can make the application inaccessible on the BlackBerry device; however, the application remains installed on the BlackBerry device. The BlackBerry Professional Software might take up to four hours to send the command to the BlackBerry device. 1. 2. In the BlackBerry Manager, click the Software Configurations tab. Click Manage Application Policies.
Double-click an application control policy. In the Disposition drop-down list, click Disallowed. Click OK.
Upgrade an application on a BlackBerry device over the wireless network
You can upgrade applications on BlackBerry devices over the wireless network. The BlackBerry Professional Software might take up to four hours to upgrade an application on a BlackBerry device. If the Disposition is set to Required in the application control policy, the application upgrade is also sent over the wireless network. 1. In the network drive, add or upgrade the application. 2. Reindex the application.

If your version of the IBM Lotus Notes API supports it, the BlackBerry Professional Software turns on support automatically for decrypting and reading messages that are encrypted by either IBM Lotus Notes or S/MIME on the BlackBerry device.
Turning off support for reading IBM Lotus Notes and S/MIME encrypted messages on the BlackBerry device
To turn off the ability to read IBM Lotus Notesencrypted and S/MIME encrypted messages on the BlackBerry device, instruct users to detach their Notes.id files from their mail files. For more information, see the BlackBerry Desktop Software documentation.
Managing client access license keys
Client access license keys, or CAL keys, control the number of user accounts that can exist in the BlackBerry Professional Software at the same time. If you exceed the number of permitted user accounts, the BlackBerry Manager notifies you that you require more CAL keys. The BlackBerry Professional Software supports a maximum of 30 user accounts, regardless of the number of user accounts that your CAL key or combination of CAL keys supports.

Add a CAL key

1. 2. 3. 4. 5. In the BlackBerry Manager, click the Home tab. In the Account section, click License Management. Type the new information for the CAL key. Click Add License. Click Close.
Copy a CAL key to a text file
1. 2. 3. 4. 5. 6. 7. In the BlackBerry Manager, click the Home tab. In the Account section, click License Management. Right-click the CAL key that you want to copy. Click Copy Key. Open a text editor. Paste the CAL key into the file. Save the file.

Remove a CAL key

You can remove a CAL key only if you have more than one. You must have a CAL key that supports the BlackBerry Professional Software user accounts in your organization. 1. In the BlackBerry Manager, click the Home tab. 2. In the Account section, click License Management. 3. Right-click the CAL key that you want to delete. 4. Click Remove License Key.
Removing the BlackBerry Professional Software from the host server
Remove the BlackBerry Professional Software from the host server

1. 2. 3. 4. 5. 6.

Turn off the IBM Lotus Domino server. On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > Settings > Control Panel > Add/Remove Programs. Click BlackBerry Professional Software. Click Remove. Click Yes. If prompted, perform one of the following actions: To save all log files in the log directory, click No. To delete all files in the log directory, click Yes. Perform one of the following actions: To save user information for a future BlackBerry Professional Software installation, click No. To delete all user information, click Yes.

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