Getting Started Guide

BlackBerry Unite! 1.0.3

Version: 1.0.3

SWD-546131-0918043053-001

Contents

About the BlackBerry Unite! software..... Installation and setup....... System requirements: BlackBerry Unite! software..... Install the BlackBerry Unite! software...... Log in....... Remove the BlackBerry Unite! software...... User account management...... Add a user........ Add a user without an email address...... Delete a user....... Receive email from multiple email accounts...... Change email account settings....... Manage the services available on a BlackBerry device..... About the browser....... Switch the browser that your device uses...... Restrict calls to and from specific phone numbers..... Monitor phone usage....... Restrict access to web sites....... Monitor visits to web sites....... About notification profiles....... Delete all BlackBerry Unite! information from your device..... Device options........ Set owner information....... Set a device password....... Deactivate a device....... Reactivate a device....... Page a device....... Manage BlackBerry Unite! software features from your device..... About managing BlackBerry Unite! software features from your device..... Delete all data from a user's device using your device...... Change a user's device password from your device...... Page a user's device from your device...... Monitor a user's web usage from your device...... Monitor a user's phone usage from your device..... Update your email account password...... 16
Calendar....... Add a calendar entry........ Edit a calendar entry........ Delete a calendar entry...... Share a calendar entry with other BlackBerry Unite! users..... Contacts....... Add a contact........ Change a contact....... Delete a contact....... Share contact information with other BlackBerry Unite! users...... Media....... About transferring pictures, music, and other files..... Transfer files to your BlackBerry device from the BlackBerry Unite! software.... Transfer files to the BlackBerry Unite! software from your BlackBerry device.... Share a picture with other BlackBerry Unite! users...... Add a file transfer folder....... Download files using the Download Manager...... Change file transfer settings....... Turn off file transfers........ Glossary....... Legal notice........
About the BlackBerry Unite! software
The BlackBerry Unite! software is an application that families and other groups can use to control and monitor BlackBerry device usage, share a calendar, share contacts, and transfer files to their BlackBerry devices. The BlackBerry Unite! software can support up to five users. Each user can: add up to ten email addresses from which they can receive email messages on a device transfer documents, music, and video files to and from their devices keep track of group events through a shared calendar that is synchronized to each device share pictures, contacts and private calendar entries with other users
The BlackBerry Unite! administrator, the main user for the software, can: add, update or delete other users monitor and restrict device activities such as SMS text messaging, MMS messaging, web browsing, phone usage, application downloads, and attachment viewing for all users manage other users devices remotely from their device, such as paging a user, or monitoring their phone and web usage
Keep the computer with the BlackBerry Unite! software turned on to use these features. Updates to the BlackBerry Unite! software are released by automatic download to your computer and you are prompted before installation. Before installing an update, make sure that your computer is plugged into a power source.

Installation and setup

System requirements: BlackBerry Unite! software

Item computer Requirement Intel Pentium III processor (750 MHz or greater) (1 GHz 32bit (x86) or 64-bit (x64) processor Microsoft Windows Vista) minimum 512 MB of RAM available (1 GB for Microsoft Windows Vista) minimum 40 GB hard drive or more minimum 2 GB of disk space available an available USB port or serial port for your BlackBerry device Note: If your computer enters into power-saving mode (sleep), all of the BlackBerry Unite! software functions are stalled until the computer is turned on again. You can configure your computer to avoid power-saving mode when not in use. Internet browser BlackBerry device Microsoft Windows XP with Service Pack 2 (64-bit versions are not supported) Microsoft Windows Vista (64-bit versions are not supported)

operating system

Microsoft Internet Explorer version 6.0 BlackBerry Device Software version 4.3 or later. BlackBerry Device Software versions 4.0 to 4.2.1 are supported with reduced functionality. You can use BlackBerry smartphones, including: BlackBerry Bold smartphone BlackBerry Curve 8300 smartphone BlackBerry 8800 smartphone BlackBerry Pearl 8100 smartphone
Internet access firewall or proxy pop-up blockers
High-speed broadband connection. If you install the BlackBerry Unite! software on a proxy server, the proxy server must be transparent. Turn off any pop-up blocking software.
Install the BlackBerry Unite! software
To download the BlackBerry Unite! installation package, visit www.blackberry.com/go/blackberryunite. 1. Click on the link for your service provider to register to download the software. 2. After the download is complete, double-click the installation file and extract the files to the default directory folder. 3. Double-click the Setup application file. 4. Click Next. 5. In the Country/Region drop-down list, select your location. 6. To accept the terms of the license agreement, select I accept. 7. Click Next. 8. Perform one of the following actions: To accept the default installation folder, click Install. To select a new installation folder, click Browse. Navigate to a folder. Click Install. 9. If you do not want to start the BlackBerry Unite! software right away, clear the Launch the BlackBerry Unite! check box. 10. Click Finish. When you start the BlackBerry Unite! software for the first time, you are prompted to register. Complete the fields and word verification. Click OK. Note: You cannot access the BlackBerry Unite! software if you change your computer name after installation.

Log in

1. On the taskbar, click Start > Programs > BlackBerry Unite! > BlackBerry Unite! Web Admin. 2. Perform one of the following actions: To log in as an existing user, click your user name. To log in as a new user, click Add a New User and follow the instructions.
Remove the BlackBerry Unite! software
1. 2. 3. 4. 5. 6. On the taskbar, click Start > Settings > Control Panel. Double-click Add or Remove Programs. Select BlackBerry Unite!. Click Remove. Click Yes. Click Yes again to delete the databases.

User account management

Add a user
You can add a maximum of five users to the BlackBerry Unite! software. By default, the first user that you add becomes the BlackBerry Unite! software administrator and can manage more BlackBerry Unite! software features from their device than other users. 1. Connect the BlackBerry device to the computer using a USB cable. Do not disconnect the BlackBerry device until activation for the new user is complete. 2. In the BlackBerry Unite! software, click Add a New User. 3. In the Display Name field, type the user's name or nickname. 4. In the Email Address field, type the primary email address for the user. 5. In the Email Password field, type the email password for the user's email account. The password is required for each email account so the account can be verified and added to the BlackBerry Unite! software and be viewed on the user's BlackBerry device. 6. Click Add. 7. If prompted, complete the following information as available from your email service provider: In the Incoming Port drop-down list, choose POP or IMAP. In the Incoming Server Name field, type the port number used to transfer data from the mail server. In the SMTP Server Name, type the port number used to transfer data to the outgoing mail server. 8. Activate the BlackBerry Unite! user account. 9. After the activation has completed successfully, click Finish. You can disconnect the BlackBerry device from the computer.
Add a user without an email address
You can add a user to the BlackBerry Unite! software without including an email address. The user can access the shared contacts and shared calendar information. 1. Connect the BlackBerry device to the computer using a USB cable. Do not disconnect the BlackBerry device until activation for the new user is complete. 2. In the BlackBerry Unite! software, click Add a New User. 3. Type the user's name or nickname. 4. Click Add. 5. Activate the BlackBerry Unite! user account. 6. After the activation has completed successfully, click Finish. Note: To add an email address at a later time, select the user and click Add Email Account. You can disconnect the BlackBerry device from the computer.

Delete a user

User folders containing transferred files must be deleted from the computer manually. 1. In the BlackBerry Unite! software, click Users.
Receive email from multiple email accounts

2. 3. 4. 5.

Select the user account that you want to delete. Click Device Management. Click User Details. Click Delete user.
You can associate each BlackBerry device with up to ten email addresses. To receive email messages from email accounts that you set up on the BlackBerry Unite! software, you must leave your computer on. 1. In the BlackBerry Unite! software, click Email Accounts. 2. Click Add Email Address. 3. In the Email Address field, type the email address for the email account. 4. In the Email Password field, type the email password for user's email account. The password is required for each email account so the account can be verified and added to the BlackBerry Unite! software and be viewed on the user's BlackBerry device. 5. Click Add. 6. If prompted, complete the following information as available from your email service provider: In the Incoming Port drop-down list, choose POP or IMAP. In the Incoming Server Name field, type the port number used to transfer data from the mail server. In the SMTP Server Name, type the port number used to transfer data to the outgoing mail server. Select Verify Before Save to test the connection to the email account. 7. Click Add.
Change email account settings
1. 2. 3. 4. 5. 6. In the BlackBerry Unite! software, click Email Accounts. Click Advanced next to the email account that you want to change. Change the settings. In the Polling Interval field, set how often you want the BlackBerry Unite! software to check for new messages. Select Verify Before Save, which tests the connection to the account to confirm that the new settings are correct. Click Save.
Manage the services available on a BlackBerry device
If you select a service that is not supported on the BlackBerry device or is not supported in your wireless carrier plan, the service will not work. This feature is not available if your device is associated with a BlackBerry Enterprise Server. For more information, contact your administrator. You can specify the BlackBerry device services that are available on each user's BlackBerry device, such as phone, Internet browsing, application downloading, attachment viewing, SMS text messaging, and MMS messaging. 1. In the BlackBerry Unite! software, click Device Management. 2. Click Manage Services. 3. Select the services that you want to make available on this user's BlackBerry device.

About the browser

4. Click Save.
The browser on your BlackBerry device supports multiple browser configurations for optimizing your browsing experience. By default, unless your device is associated with a BlackBerry Enterprise Server, your device uses the BlackBerry Unite! browser configuration. This configuration allows you to perform the following tasks: restrict access to web sites browse, view, and download files that are located on your computer from your device monitor usage logs for the Internet manage features of the BlackBerry Unite! software from your device instead of your computer
Depending on your wireless service provider, you might be able to use the BlackBerry Internet Service browser configuration instead. You can use this configuration to access services from your wireless service provider. For example, you might be able to access web pages that enable you to subscribe to BlackBerry web push services or access ring tones. You can also browse the Internet using your device if the BlackBerry Unite! computer is turned off. If you use this configuration, you cannot perform the tasks in the preceding list. If your device is associated with a BlackBerry Enterprise Server, you might not be able to change the browser configuration. For more information, contact your administrator.
Switch the browser that your device uses
This feature is not available if the BlackBerry device is associated with a BlackBerry Enterprise Server. For more information, contact your administrator. 1. In the BlackBerry Unite! software, click Device Management. 2. Click Manage Services. 3. Under Browse the Internet using, click BlackBerry Unite! or BlackBerry Internet Service.
Restrict calls to and from specific phone numbers
You need BlackBerry Device Software version 4.3 or later to use this feature. This feature is not available if the BlackBerry device is associated with a BlackBerry Enterprise Server. For more information, contact your administrator. You can restrict incoming calls from specific phone numbers or area codes, provided that the number is not private or blocked. You can also restrict outgoing calls to specific phone numbers or area codes. 1. In the BlackBerry Unite! software, click Device Management. 2. Click Manage Services. 3. Select the Enable Phone check box. 4. Click Restrict Phone Usage. 5. Perform any of the following actions: To allow all outgoing calls, click the Allow outgoing calls check box. To restrict all outgoing calls, clear the Allow outgoing calls check box.

Monitor phone usage

To allow calls to a specific area code or phone number only, clear the Allow outgoing calls check box. In the Allow calls to field, select area code or phone number from the list. Type the number in the entry field. Click Add. To allow all incoming calls, click the Allow incoming calls check box. To restrict all incoming calls, clear the Allow incoming calls check box. To allow calls from a specific area code or phone number only, click the Allow incoming calls check box. In the Allow calls from field, select area code or phone number from the list. Type the number in the entry field. Click Add. 6. Click OK. 7. To restrict additional calls, repeat steps 5 and 6.

1. In the BlackBerry Unite! software, click Device Management. 2. Select the user account that you want to monitor. 3. Click Usage Reports to view the phone logs.
Restrict access to web sites
This feature is not available if the BlackBerry device is associated with a BlackBerry Enterprise Server. For more information, contact your administrator. For each user, you can deny or allow access to specific web sites and their web pages. By default, all web sites are allowed. 1. In the BlackBerry Unite! software, select a user. 2. Click Device Management. 3. Click Manage Services. 4. Select the Internet browsing check box. 5. Click Restrict Internet Browsing. 6. To block all web sites except for the specific web sites that you specify, click Allow and perform any of the following actions: In the Allow this web site field, type a web address. Click Add. If you want to allow all the sub-URLs for the web address, add an asterisk (*) in front of the domain name. For example: *.blackberry.com 7. To allow all web sites except for the specific web sites that you specify, click Deny and perform any of the following actions: In the Deny this web site field, type a web address. Click Add. If you want to block all the sub-URLs for the web address, add an asterisk (*) in front of the domain name. For example: *.blackberry.com 8. To add more web sites, repeat step 6 and 7.
Monitor visits to web sites
1. In the BlackBerry Unite! software, click Device Management. 2. Select the user account that you want to monitor. 3. Click Usage Reports to view the internet logs.
About notification profiles
You can create notification profile exceptions to receive different notification for incoming messages. Your BlackBerry device has six preloaded notification profiles: Loud, Vibrate, Quiet, Normal, Phone Only, and Off. You can set a notification profile exception on your device so that you are notified differently when you receive an email message from a user on the BlackBerry Unite! software. For more information about notification profiles, click Help on your BlackBerry device.

Delete all BlackBerry Unite! information from your device
If you delete all BlackBerry Unite! information from your BlackBerry device, all the settings that you changed with the BlackBerry Unite! software are reset on your device, including restrictions for phone usage and browsing web pages. 1. In the BlackBerry Unite! software, click a user. 2. Click Device Management. 3. On the Manage Services tab, click Load Default Policy. 4. Click OK.

Device options

Set owner information
This feature is not available if your device is associated with a BlackBerry Enterprise Server. For more information, contact your administrator. You can set the information that appears on your BlackBerry device screen when the device is locked. 1. In the BlackBerry Unite! software, click Device Management. 2. Click Mobile First Aid. 3. Click Change next to Set or change owner information for your BlackBerry device. 4. In the Name and Information fields, type the information that you want to appear on your BlackBerry device screen. 5. Click OK.

Set a device password

This feature is not available if the BlackBerry device is associated with a BlackBerry Enterprise Server. For more information, contact your BlackBerry Enterprise Server administrator. You can set a password, or change an existing one, to lock the BlackBerry device when it is not in use. 1. In the BlackBerry Unite! software, click Device Management. 2. Click Mobile First Aid. 3. Click Change next to Set or change a password for your BlackBerry device. 4. In the Password field, type a password. 5. In the Confirm Password field, retype the password. 6. Click OK. After the BlackBerry device is locked, the user must enter a password to unlock and use the device.

Deactivate a device

This feature is not available if your device is associated with a BlackBerry Enterprise Server. For more information, contact your administrator. Deactivating a device removes the user's account from the BlackBerry Unite! software, and deletes all information on the device. User folders containing transferred files must be deleted from the computer manually. 1. In the BlackBerry Unite! software, click Device Management. 2. Click Mobile First Aid. 3. Click Change next to Deactivate your BlackBerry device. 4. Select Deactivate. 5. Click OK.

Calendar

Add a calendar entry
In the BlackBerry Unite!, you can add calendar entries that can be viewed by all users on their BlackBerry devices. You can switch the calendar view to Day, Week, and Month views. 1. 2. 3. 4. In the BlackBerry Unite! software, click Shared Calendar. Click Add Event. Complete the required fields. Click Save.

Edit a calendar entry

Users can make changes to a calendar entry from their BlackBerry Unite! software or BlackBerry devices. Changes appear in the shared calendars of all users. 1. In the BlackBerry Unite! software, click Shared Calendar. 2. Click a calendar event. 3. Change the details for the calendar event as needed. 4. Click Save.

Delete a calendar entry

You can delete calendar entries that are shared across all users' BlackBerry devices. Changes made in the BlackBerry Unite! calendar or on the shared calendar of a user's BlackBerry device will be reflected in the calendars of all users. 1. In the BlackBerry Unite! software, click Shared Calendar. 2. Click the red X next to the entry that you want to delete.
Share a calendar entry with other BlackBerry Unite! users
When you send a calendar entry from your BlackBerry device to other users on your BlackBerry Unite! software, the users receive an email notification for the shared calendar entry. 1. On your device, on a calendar, highlight a calendar entry. 2. Press the Menu key. 3. Click Share. 4. Click OK.

Contacts

Add a contact
You can add contacts that can be viewed by all users on their BlackBerry devices. Contacts are synchronized wirelessly to all user devices. You can switch the contact view to List View or Card View. 1. 2. 3. 4. In the BlackBerry Unite! software, click Shared Contacts. Click Add Contact. Complete the required fields. Click Save.

Change a contact

Changes to contacts are synchronized wirelessly to all user devices. 1. In the BlackBerry Unite! software, click Shared Contacts. 2. Click on the contact's name. 3. Change the information as needed. 4. Click Save.

Delete a contact

1. In the BlackBerry Unite! software, click Shared Contacts. 2. Click the red X next to the contact you want to delete.
Share contact information with other BlackBerry Unite! users
When you share contact information from your BlackBerry device with other users on your BlackBerry Unite! software, users receive an email notification for the shared contact information. 1. On your device, in your contact list, highlight a contact. 2. Press the Menu key. 3. Click Share. 4. Click OK.

About transferring pictures, music, and other files
You can use the BlackBerry Unite! software to transfer pictures, music, and other files between your BlackBerry device and your computer. To transfer files, your BlackBerry device must have a microSD media card. You can transfer files using a USB cable connection, a serial port connection, a Wi-Fi connection, or a cellular network connection. Files located in the Media Card folder on the BlackBerry devices are copied to the From BlackBerry folder on your computer automatically.
Transfer files to your BlackBerry device from the BlackBerry Unite! software
You need BlackBerry Device Software version 4.2 or later. You can transfer files from a specific folder on your computer to a user's BlackBerry device. Any files added to one of these folders on the computer will be transferred to the user's device when it is connected to the computer using a USB cable, or connected to the home WiFi network. 1. Connect your BlackBerry device to your computer using a USB cable. 2. If prompted on the BlackBerry device, turn on USB Mass Storage mode. 3. On your computer, navigate to the file transfer folder. The default location is: C:\Documents and Settings\All Users\Application Data \Research In Motion\BlackBerry Unite\username 4. Add files to the To BlackBerry folder. To maintain the folder structure on your BlackBerry device, create a similar folder structure in the BlackBerry Unite! transfer folder. For example, to transfer music files to the BlackBerry\Music folder on your device, create the following folder on your computer: C: \Documents and Settings\All Users\Application Data\Research In Motion\BlackBerry Unite\username\To BlackBerry\Music. 5. When prompted, disconnect the BlackBerry device from the computer.
Transfer files to the BlackBerry Unite! software from your BlackBerry device
You need BlackBerry Device Software version 4.2 or later. If you delete a transferred file on your BlackBerry device, it is not deleted on your computer. 1. Connect your BlackBerry device to your computer using a USB cable. 2. If prompted on the BlackBerry device, turn on USB Mass Storage mode. 3. On your computer, navigate to the file transfer folder. The default location is: C:\Documents and Settings\All Users\Application Data \Research In Motion\BlackBerry Unite\username. 4. Click the From BlackBerry folder to view the files. 5. When prompted, disconnect your BlackBerry device from your computer.

Share a picture with other BlackBerry Unite! users
When you share a picture from your BlackBerry device with other users on your BlackBerry Unite! software, users receive an email message with the attached picture, which they can save to their device. 1. On your device, in the media application, click Pictures. 2. Browse to the folder that contains your picture. 3. Highlight your picture. 4. Press the Menu key. 5. Click Share. 6. Click OK. 7. Add a comment for the BlackBerry Unite! users. 8. Click OK.
Add a file transfer folder
By default, a file transfer folder that you can use to transfer files to and from your BlackBerry device is created for each user on your computer at C:\Documents and Settings\All Users\Application Data\Research In Motion\BlackBerry Unite\username. During installation, a desktop shortcut to this folder is added. You can add up to four additional folders for each user. 1. 2. 3. 4. 5. In the BlackBerry Unite! software, click a user. Click Folder Management. Click Add Folder Navigate to the location that you want to save the folder to. Click Add Folder.
Download files using the Download Manager
Using the Download Manager on your BlackBerry device, you can remotely browse, view, and download files that are located on your BlackBerry Unite! computer. To download files larger than 1MB, use a Wi-Fi connection or a wired connection with USB Mass Storage enabled. If the file is too large to download using a connection to the wireless network, the Download Manager will save your request and download the file when the BlackBerry device has a Wi-Fi or wired connection. 1. 2. 3. 4. 5. On the Home screen of the device, click the Download Manager icon. Press the Menu key. Click View File Browser. Navigate to a file. Press the Menu key and perform one of the following actions: To download the file from the computer to your BlackBerry device, click Download File. To view the file on your BlackBerry device without downloading it, click View File.

Change file transfer settings
You can increase the size limit for files that you transfer, or restrict the direction that files can be transferred (from your BlackBerry device to your computer or from your computer to your device). 1. In the BlackBerry Unite! software, select a user. 2. Click Device Management. 3. On the Manage Services tab, verify that the File Transfer check box is selected. 4. Click Restrict File Transfers. 5. In the drop-down list, select the file size limit. 6. To restrict the direction that files can be transferred, perform one of the following actions: Clear the Allow file transfers from the computer to the device check box. Clear the Allow file transfers from the device to the computer check box. 7. Click OK. Note: File transfer settings do not apply to native files. You can transfer a native file if it does not exceed 3 MB and transfer multiple native files if their total size does not exceed 5 MB.

Turn off file transfers

If you turn off file transfers, you cannot transfer files to or from your BlackBerry device. 1. 2. 3. 4. In the BlackBerry Unite! software, click a user. Click Device Management. On the Manage Services tab, clear the File Transfer check box. Click OK.

Glossary

MicroSD card Micro Secure Digital card MMS Multimedia Messaging Service SMS Short Message Service

Legal notice

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