Blackberry ENTERPRISE SERVER FOR MICROSOFT EXCHANGE Upgrade Manual
Blackberry ENTERPRISE SERVER FOR MICROSOFT EXCHANGE Upgrade Manual

Blackberry ENTERPRISE SERVER FOR MICROSOFT EXCHANGE Upgrade Manual

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Upgrade Guide
BlackBerry Enterprise Server for Microsoft Exchange
Version: 4.1 | Service Pack: 6

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Summary of Contents for Blackberry ENTERPRISE SERVER FOR MICROSOFT EXCHANGE

  • Page 1 Upgrade Guide BlackBerry Enterprise Server for Microsoft Exchange Version: 4.1 | Service Pack: 6...
  • Page 2 SWD-427686-0708051552-001...
  • Page 3: Table Of Contents

    Consolidating multiple BlackBerry Enterprise Server instances..................Identify the primary instance of the BlackBerry Enterprise Server................. Add the BlackBerry Enterprise Server instances to the BlackBerry Enterprise Server Management console..Preparing to upgrade the BlackBerry Enterprise Server instances that have different SRP addresses....
  • Page 4 Change applications to connect to default BlackBerry Mobile Data Service ports............Configure wireless data synchronization for BlackBerry devices..................5 Preparing to upgrade from BlackBerry Enterprise Server Version 3.5 SP2 and preceding versions....Move BlackBerry Enterprise Server Version 2.1 SP5 configuration information to the BlackBerry Enterprise Server Management console..................................
  • Page 5 Upgrade the BlackBerry Enterprise Server Version 4.0 SP3 in phases................Upgrading BlackBerry Enterprise Server Version 4.0 and earlier versions in phases............Upgrade BlackBerry Enterprise Server Version 4.0 and earlier versions in phases and create a new BlackBerry Configuration Database................................. Upgrade BlackBerry Enterprise Server Version 4.0 and earlier versions in phases and upgrade the existing BlackBerry Configuration Database.............................
  • Page 6 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..........
  • Page 7: Choosing A Blackberry Enterprise Server Upgrade Option

    BlackBerry devices lasts as long as it takes the upgrade process to complete. If you are upgrading from BlackBerry Enterprise Server Version 3.5 SP2, Version 3.6 SP3 or later, or Version 4.0 or later, use this upgrade process.
  • Page 8: Upgrading The Blackberry Enterprise Server Software In Phases

    BlackBerry Enterprise Server until you start the new data synchronization. one. This upgrade process uses the same SRP credentials on both the old and the new BlackBerry Enterprise Server instances. When you use the cutover process, the following events occur: •...
  • Page 9: Verify The Blackberry Enterprise Server Version From Which You Are Upgrading

    Upgrade Guide Verify the BlackBerry Enterprise Server version from which you are upgrading • BlackBerry devices that are running BlackBerry® Device Software Version 4.0 or later receive new service books, and wireless data synchronization occurs • all BlackBerry devices receive new IT policies Verify the BlackBerry Enterprise Server version from which you are upgrading Perform this task to verify the version that you are upgrading from so that you can choose a supported upgrade process.
  • Page 11: System Requirements

    System requirements System requirements For information about calculating hardware requirements, visit www.blackberry.com/go/serverdocs to see the BlackBerry Enterprise Server Capacity Calculator and BlackBerry Enterprise Server Performance Benchmarking. System requirements: BlackBerry Enterprise Server Item Requirement operating system Any of the following operating systems: •...
  • Page 12 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 Internet Service Manager to support Microsoft Exchange 2007, the Internet Service Manager component of Microsoft® IIS...
  • Page 13: System Requirements: Blackberry Attachment Service

    Internet addresses using DNS • transparency of the proxy server for proxy firewalls System requirements: BlackBerry Attachment Service The following system requirements apply when installing the BlackBerry® Attachment Service on a computer separate from the BlackBerry® Enterprise Server. Item Requirement...
  • Page 14: System Requirements: Blackberry Manager

    Java® or JavaScript® turned on • language preferences configured to display encoded web pages System requirements: BlackBerry Manager The following system requirements apply when installing the BlackBerry® Manager on a computer separate from the BlackBerry® Enterprise Server. Item Requirement operating system Any of the following operating systems: •...
  • Page 15: System Requirements: Blackberry Mds Connection Service

    To support BlackBerry device implementation that uses a hub, a USB driver that supports USB 1.1-compliant hubs System requirements: BlackBerry MDS Connection Service The following system requirements apply when installing the BlackBerry® MDS Connection Service on a computer separate from the BlackBerry® Enterprise Server. Item...
  • Page 16: System Requirements: Blackberry Mds Integration Service

    To support enhanced network authentication, RSA Authentication Agent Version 5.0 for Microsoft Windows System requirements: BlackBerry MDS Integration Service The following system requirements apply when installing the BlackBerry® MDS Integration Service on a computer separate from the BlackBerry® Enterprise Server. Item...
  • Page 17: System Requirements For Optional Environments And Features

    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 •...
  • Page 18 Description IBM® Lotus® Sametime® The BlackBerry Collaboration Service supports IBM Lotus Sametime when you add the IP address of the computer that hosts the BlackBerry Collaboration Service to the CommunityConnectivity document on the IBM Lotus Sametime server. Novell® GroupWise® Messenger...
  • Page 19: Unsupported Environments

    Microsoft® Remote Desktop Connection for use with Windows Server 2003 HTML email The BlackBerry Enterprise Server and its components support HTML email in a Japanese environment with the following options selected in the regional and language settings of the computer: •...
  • Page 20 Upgrade Guide Unsupported environments Item Description Microsoft® SQL Server® 2005 Express The BlackBerry MDS Integration Service databases do not support the Microsoft database SQL Server 2005 Express database.
  • Page 21: Preparing To Upgrade From Blackberry Enterprise Server Version 4.0

    \Research In Motion\BlackBerry Enterprise Server\Logs. Copy the log files to a backup location. After you finish: If you are upgrading from BlackBerry Enterprise Server Version 3.6 or a preceding version, delete the log files from the BlackBerry Enterprise Server computer.
  • Page 22: Blackberry Configuration Database Backup Tool Parameters

    Upgrade Guide Back up the BlackBerry Configuration Database To back up a BlackBerry Configuration Database named "BESMgmt" to a folder named "DB_backup_folder" when you use the database credentials "sqlusername" and "sqlpassword", type BlackBerryDBBackup.exe -d BESMgmt -f C:\DB_backup_folder -U sqlusername -P sqlpassword BlackBerry Configuration Database Backup Tool parameters The parameters listed in brackets are optional.
  • Page 23: Preparing To Upgrade From Blackberry Enterprise Server Version 3.6

    Use the HandheldCleanup tool to locate out-of-date assignments between BlackBerry® devices and user mailboxes. This tool checks for any BlackBerry devices that are assigned to user mailboxes that do not have a current server domain name. When the tool locates user mailboxes with server domain names that are different, it changes the server domain name to the GAL server domain name and adds the BlackBerry device to the report list.
  • Page 24: Back Up The Blackberry Enterprise Server Registry Settings

    \Research In Motion\BlackBerry Enterprise Server\Logs. Copy the log files to a backup location. After you finish: If you are upgrading from BlackBerry Enterprise Server Version 3.6 or a preceding version, delete the log files from the BlackBerry Enterprise Server computer.
  • Page 25: Identify The Primary Instance Of The Blackberry Enterprise Server

    Consolidating multiple BlackBerry Enterprise Server instances receive the service books over the wireless network. If users have a version of the BlackBerry Device Software earlier than Version 4.0, they receive the service books the next time that they connect their BlackBerry devices to the BlackBerry®...
  • Page 26: Preparing To Upgrade The Blackberry Enterprise Server Instances That Have Different Srp Addresses

    If you are running multiple BlackBerry® Enterprise Server instances on one computer, you can consolidate them if they connect to the same SRP address. If you have multiple BlackBerry Enterprise Server instances that connect to different SRP addresses, you must perform one of the following actions: •...
  • Page 27: Testing The Transfer Of User Information During The Upgrade Process

    Perform this task to ensure that the upgrade of the BlackBerry® Configuration Database will complete successfully. Copy the installation media for the new version of BlackBerry® Enterprise Server software to the database server that will host the preview BlackBerry Configuration Database.
  • Page 28: Test The Transfer Of User Information To The Preview Blackberry Configuration Database

    After you create the preview BlackBerry® Configuration Database, you can test the transfer of user information to estimate how long it might take to move user accounts to a new BlackBerry® Enterprise Server when you upgrade the BlackBerry Enterprise Server software.
  • Page 29 If you are previewing the transfer of user information from a BlackBerry Enterprise Server that includes multiple instances on one computer, you must use the primary instance definitions for the new BlackBerry Enterprise Server. You must specify the primary instance as the <new server> name and, if you are previewing the user migration from the primary instance, the <old server>...
  • Page 30: Change Applications To Connect To Default Blackberry Mobile Data Service Ports

    BlackBerry devices that can synchronize data over the wireless network. If you do not perform the following task for BlackBerry devices that can synchronize data over the wireless network, the BlackBerry Enterprise Server cannot update the service books automatically after the upgrade process completes, and the BlackBerry devices cannot send or receive email messages.
  • Page 31: Preparing To Upgrade From Blackberry Enterprise Server Version 3.5 Sp2 And Preceding Versions

    Use the HandheldCleanup tool to locate out-of-date assignments between BlackBerry® devices and user mailboxes. This tool checks for any BlackBerry devices that are assigned to user mailboxes that do not have a current server domain name. When the tool locates user mailboxes with server domain names that are different, it changes the server domain name to the GAL server domain name and adds the BlackBerry device to the report list.
  • Page 32: Handheldcleanup Tool Parameters

    Back up the BlackBerry Enterprise Server registry settings Example To retrieve BlackBerry device information using a MAPI profile that is named "BESAdmin" and to write the results in a file that is named "results.txt", type handheldcleanup.exe -d results.txt -p BESAdmin -u...
  • Page 33: Configure Wireless Data Synchronization For Blackberry Devices

    BlackBerry devices that can synchronize data over the wireless network. If you do not perform the following task for BlackBerry devices that can synchronize data over the wireless network, the BlackBerry Enterprise Server cannot update the service books automatically after the upgrade process completes, and the BlackBerry devices cannot send or receive email messages.
  • Page 35: Configuring A Microsoft Exchange 5.5, Microsoft Exchange 2000, Or Microsoft Exchange 2003 Messaging Environment

    894470 Verify that your environment meets the requirements described in the applicable known issues. Download and install the hotfixes for the known issues on the computers on which you plan to install the BlackBerry Enterprise Server and the BlackBerry Manager.
  • Page 37: Setting Up The Database Connection

    Database using Microsoft® Windows® authentication, the Microsoft Windows account that you use must have permissions on the database server. The type of permissions depends on the BlackBerry Enterprise Server setup option that you choose, and on whether you create the BlackBerry Configuration Database on the same computer as the BlackBerry Enterprise Server or on another database server.
  • Page 38: Configuring Authentication To The Blackberry Mds Integration Service Database

    Configuring authentication to the BlackBerry MDS Integration Service database If you install the BlackBerry® MDS Integration Service on a Microsoft® SQL Server®, the setup application uses the same authentication method and account that you specified for the BlackBerry Configuration Database. The account requires the same permissions for the BlackBerry MDS Integration Service database as it requires for the BlackBerry Configuration Database.
  • Page 39: Upgrading The Blackberry Enterprise Server Software By Overwriting The Existing Version

    BlackBerry devices lasts as long as it takes the upgrade process to complete. If you are upgrading from BlackBerry Enterprise Server Version 3.5 SP2, Version 3.6 SP3 or later, or Version 4.0 or later, use this upgrade process.
  • Page 40: Improve The Startup Performance Of The Blackberry Enterprise Server

    Improve the startup performance of the BlackBerry Enterprise Server 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 how many service books the BlackBerry Enterprise Server sends each hour.
  • Page 41: Upgrading The Blackberry Enterprise Server By Using A New Computer

    BlackBerry Enterprise Server until you start the new one. This upgrade process uses the same SRP credentials on both the old and the new BlackBerry Enterprise Server instances. When you use the cutover process, the following events occur: •...
  • Page 42: Install Blackberry Enterprise Server Version 4.1 Sp5 On The New Computer

    • In a BlackBerry Enterprise Server Version 3.6 environment, use the name and credentials from the primary instance. • In all other environments, use the same name and the same SRP credentials as one of the BlackBerry Enterprise Server instances that you want to replace.
  • Page 43: Move User Accounts To The New Blackberry Enterprise Server

    If the transfer of user accounts was unsuccessful, check the log file for error messages. Example Consider the following situation: • you are transfering user information from a BlackBerry Enterprise Server that is named "BES02" to a BlackBerry Enterprise Server that is named "BES01" • you have a MAPI profile that is named "BESAdmin"...
  • Page 44: Prevent The Old Blackberry Enterprise Server From Connecting To The Blackberry Infrastructure

    Improve the startup performance of the BlackBerry Enterprise Server 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 how many service books the BlackBerry Enterprise Server sends each hour.
  • Page 45: Start The New Blackberry Enterprise Server

    If the BlackBerry® Enterprise Server upgrade process is unsuccessful, you can move user accounts back to the previous BlackBerry Enterprise Server version, but you have a limited amount of time in which to do so. After users connect their BlackBerry devices to the BlackBerry® Desktop Manager and receive their new SRP routing and service name information, you can no longer move their accounts back to BlackBerry Enterprise Server Version 3.6.
  • Page 47: Upgrading The Blackberry Enterprise Server Software In Phases

    BlackBerry devices receive new IT policies Managing a mixed-version environment After you upgrade the BlackBerry® Configuration Database to Version 4.1 or later, you must use BlackBerry Manager Version 4.1 to administer all BlackBerry® Enterprise Server instances that use the BlackBerry Configuration Database. You must also use BlackBerry Manager Version 4.1 for MMC to perform some administrative tasks on BlackBerry Enterprise Server instances...
  • Page 48: Upgrade The Blackberry Enterprise Server Version 4.0 Sp3 In Phases

    Replacing the existing BlackBerry® Configuration Database results in more administrative tasks; however, you might choose to do this as part of a change to your overall BlackBerry® Enterprise Server environment (for example, a change in hardware). For more information about installing the BlackBerry Enterprise Server, see the BlackBerry Enterprise Server Installation Guide.
  • Page 49: Blackberry Configuration Database

    Activate the BlackBerry devices over the wireless network. Upgrade instances of the central push server for the BlackBerry MDS Connection Service to the new version. Upgrade the empty BlackBerry Enterprise Server to the new version using an in-place upgrade process, specifying the new BlackBerry Configuration Database.
  • Page 51: Troubleshooting The Blackberry Enterprise Server Upgrade Process

    The registry keys that identify your BlackBerry® Configuration Database must exist in the Microsoft® Windows® Registry. On the computer on which you plan to upgrade the BlackBerry® Enterprise Server, open the Registry Editor. In the left pane, navigate to HKEY_LOCAL_MACHINE\Research In Motion\BlackBerry Enterprise Server\Database.
  • Page 52: The Setup Application Did Not Prompt You To Change Or Confirm The Mapi Profile

    You cannot resolve errors that occur when you move users Possible solution Delete the user accounts from the BlackBerry® Enterprise Server before you start the upgrade process. Add the user accounts to the BlackBerry Enterprise Server when the upgrade process completes.
  • Page 53: The Setup Application Prompts You For Access To The Installation Media For Microsoft .Net Framework Version

    Complete the instructions on the screen. Restore a BlackBerry Configuration Database If you created a copy of the BlackBerry® Configuration Database using the CreateDB tool, you can restore the copy. In the Microsoft® Windows® Services, stop the BlackBerry® Enterprise Server services.
  • Page 55: Upgrading The Blackberry Device Software

    Upgrading the BlackBerry Device Software Upgrading the BlackBerry Device Software If you want to make the new features of the BlackBerry® Enterprise Server available to your users, you can upgrade the BlackBerry® Device Software when you upgrade the BlackBerry Enterprise Server.
  • Page 56: Pushing The Blackberry Device Software And The Blackberry Desktop Software To Users' Computers

    Pushing the BlackBerry Device Software and the BlackBerry Desktop Software to users' computers You can use third-party applications to create a single upgrade file that contains the BlackBerry® Desktop Software and the BlackBerry® Device Software, and send the upgrade file to the computers of your BlackBerry device users. The application loader tool on the computers upgrades the BlackBerry Device Software on the BlackBerry device.
  • Page 57: Permitting Users To Upgrade The Blackberry Device Software At Their Computers

    Permitting users to upgrade the BlackBerry Device Software at their computers If you want users to upgrade the BlackBerry® Device Software at their computers, you can install the BlackBerry Device Software and the application loader tool on a network drive.
  • Page 58: Verify The Version Of The Application Loader Tool

    Send the BlackBerry Device Manager installation file to users' computers You can send the BlackBerry® Device Manager to users so that they can perform actions such as charging their BlackBerry devices, synchronizing organizer items through the BlackBerry Router, and upgrading the BlackBerry® Device Software at their computers.
  • Page 59: Send The Blackberry Desktop Software Installation File To Users' Computers

    Upgrade Guide Synchronizing wireless data automatically Send the BlackBerry Desktop Software installation file to users' computers You can send users the BlackBerry® Desktop Software so that they can synchronize organizer data items and manage message forwarding at their computers. >...
  • Page 60: Confirming That The Blackberry Device Software Upgrade Process Completed Successfully

    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.
  • Page 61: Upgrading The Blackberry Device Software At A Central Computer

    Upgrading the BlackBerry Device Software at a central computer If you want to upgrade the BlackBerry® Device Software for users, or if you want users to upgrade their BlackBerry devices at a central computer, you can upgrade the BlackBerry Device Software at the central computer.
  • Page 62: Create A Software Configuration For The Blackberry Device Software

    In the Device Software Location field, click the Change button. Navigate to the network location where you installed the BlackBerry® Device Software. In the Application Name list, select the check box for the BlackBerry device series that you want to upgrade the BlackBerry Device Software for.
  • Page 63: Verify That The Blackberry Device Software Upgrade At A Central Computer Completed Successfully

    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...
  • Page 65: Pushing The Blackberry Device Software And The Blackberry Desktop Software To Users' Computers

    BlackBerry Desktop Software to users' computers You can use third-party applications to create a single upgrade file that contains the BlackBerry® Desktop Software and the BlackBerry® Device Software, and send the upgrade file to the computers of your BlackBerry device users. The application loader tool on the computers upgrades the BlackBerry Device Software on the BlackBerry device.
  • Page 66: Save The Blackberry Desktop Software Installation Files To The Network Drive

    Upgrade Guide Save the BlackBerry Desktop Software installation files to the network drive Save the BlackBerry Device Software installation file to other regional network drives and install it, if applicable, in your environment. After you finish: To download BlackBerry Desktop Software Version 4.1, visit www.blackberry.com/support/downloads.
  • Page 67: Confirming That The Blackberry Device Software Upgrade Process Completed Successfully

    Confirming that the BlackBerry Device Software upgrade process completed successfully After you finish: If you want to make sure that users upgrade the BlackBerry Device Software, set the Force Load Count IT policy rule and the Force Load Message IT policy rule. For more information, see the BlackBerry Enterprise Server Policy Reference Guide.
  • Page 69: Troubleshooting The Blackberry Device Software Upgrade Process

    The application loader might not be shared. Possible solution Connect a BlackBerry® device to a computer on which the BlackBerry Manager is installed. At the command prompt, type \\<shared network drive>\Research In Motion\Apploader\loader.exe If the application loader tool starts, the tool is shared successfully.
  • Page 71: Glossary

    BlackBerry MDS BlackBerry® Mobile Data System A client access license (CAL) limits how many users you can add to the BlackBerry® Enterprise Server. Collaboration Data Object A demilitarized zone (DMZ) is a neutral subnetwork outside of an organization's firewall. It exists between the trusted LAN of the organization and the untrusted external wireless network and public Internet.
  • Page 72 Microsoft® Management Console BlackBerry Mobile Data Service After you upgrade to BlackBerry® Enterprise Server Version 4.1 or later, the BlackBerry® Mobile Data Service name changes to the BlackBerry MDS Connection Service. MSDE Microsoft® SQL Server® Desktop Engine MSMQ Microsoft®...
  • Page 73 Upgrade Guide Glossary Secure Sockets Layer Transport Layer Security Extensible Markup Language...
  • Page 75: Legal Notice

    Legal notice Legal notice ©2008 Research In Motion Limited. All rights reserved. BlackBerry®, RIM®, Research In Motion®, SureType® and related trademarks, names, and logos are the property of Research In Motion Limited and are registered and/or used as trademarks in the U.S., Canada, and countries around the world.
  • Page 76 Upgrade Guide Legal notice DOCUMENTATION TO THE EXTENT THEY CANNOT BE EXCLUDED AS SET OUT ABOVE, BUT CAN BE LIMITED, ARE HEREBY LIMITED TO NINETY (90) DAYS FROM THE DATE YOU FIRST ACQUIRED THE DOCUMENTATION OR THE ITEM THAT IS THE SUBJECT OF THE CLAIM.
  • Page 77 WARRANTIES PROVIDED BY RIM FOR PORTIONS OF ANY RIM PRODUCT OR SERVICE OTHER THAN THIS DOCUMENTATION. Certain features outlined in this documentation require a minimum version of BlackBerry® Enterprise Server Software, BlackBerry® Desktop Software, and/or BlackBerry® Device Software and may require additional development or Third Party Products and Services for access to corporate applications.

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