BlackBerry Enterprise Server
Version: 5.0 | Service Pack: 3
Upgrade Planning Guide
SWDT577232-1300981-0307061332-001
Published: 2011-03-07
Contents
1 Overview: BlackBerry Enterprise Server........................................................................................................... 3
2 Upgrading a BlackBerry Enterprise Server environment.................................................................................. 4
Supported BlackBerry Enterprise Server versions that you can upgrade......................................................... 4
Deployment implications of upgrading a BlackBerry Enterprise Server environment..................................... 4
Upgrading a BlackBerry Enterprise Server and a BlackBerry Configuration Database that are configured for
replication......................................................................................................................................................... 5
Upgrading a BlackBerry Enterprise Server in a segmented network................................................................ 6
Upgrading the BlackBerry Enterprise Server in a Wi-Fi environment............................................................... 6
Managing a mixed-version environment.......................................................................................................... 7
Best practice: Preparing to upgrade the BlackBerry Enterprise Server............................................................ 7
3 Upgrading BlackBerry Enterprise Server components...................................................................................... 10
Replacing the BlackBerry Manager with the BlackBerry Administration Service............................................. 10
Upgrade implications for the BlackBerry Configuration Database................................................................... 10
Upgrade implications for the BlackBerry Attachment Service.......................................................................... 10
Upgrade implications for the BlackBerry Collaboration Service....................................................................... 11
Upgrade implications for the BlackBerry MDS Connection Service.................................................................. 11
Upgrade implications for a BlackBerry Enterprise Server connection to a remote BlackBerry MDS
Connection Service or BlackBerry Collaboration Service.................................................................................. 12
Upgrade implications for the BlackBerry Monitoring Service........................................................................... 12
Upgrade implications for the BlackBerry Router.............................................................................................. 13
Upgrade implications for the BlackBerry Web Desktop Manager.................................................................... 13
4 Upgrading a standalone BlackBerry Enterprise Server..................................................................................... 14
5 Upgrading a BlackBerry Domain....................................................................................................................... 15
Planning to upgrade the BlackBerry Domain when your organization's infrastructure is in one location....... 15
Tasks for upgrading the BlackBerry Domain when your organization's infrastructure is in one location. 16
Planning to upgrade the BlackBerry Domain in phases when your organization's infrastructure is in one
location............................................................................................................................................................. 17
Tasks for upgrading the BlackBerry Domain in phases when your organization's infrastructure is in
one location............................................................................................................................................... 17
Planning to upgrade the BlackBerry Domain and test the latest version during the upgrade process............ 18
Tasks for upgrading the BlackBerry Domain and testing the latest version.............................................. 18
Planning to upgrade the BlackBerry Domain when moving to new hardware................................................. 19
Tasks for upgrading the BlackBerry Domain when moving to new hardware........................................... 20
Planning to upgrade an existing BlackBerry Domain to a new BlackBerry Domain.......................................... 20
Tasks for upgrading the existing BlackBerry Domain to a new BlackBerry Domain.................................. 21
6 Glossary............................................................................................................................................................ 23
7 Provide feedback.............................................................................................................................................. 24
8 Legal notice....................................................................................................................................................... 25
Upgrade Planning Guide
Overview: BlackBerry Enterprise Server
Overview: BlackBerry Enterprise Server
The BlackBerry® Enterprise Server is designed to be a secure, centralized link between an organization's wireless
network, communications software, applications, and BlackBerry devices. The BlackBerry Enterprise Server
integrates with your organization's existing infrastructure, which can include messaging and collaboration software,
calendar and contact information, wireless Internet and intranet access, and custom applications, to provide device
users with mobile access to your organization's resources.
The BlackBerry Enterprise Server supports AES and Triple DES encryption to protect and ensure the integrity of
wireless data that is transmitted between the BlackBerry Enterprise Server components and devices. You can select
from more than 450 IT policy rules that you can configure to control the features of the devices that are used in your
organization's environment.
The BlackBerry Enterprise Server supports several optional components and configurations to meet your
organization's requirements. The BlackBerry Collaboration Service integrates with supported third-party instant
messaging servers to permit users to access your organization's instant messaging system from their devices using
the BlackBerry instant messaging client. You can use the BlackBerry Monitoring Service to monitor and troubleshoot
issues with BlackBerry Enterprise Server instances and monitor the activity of device users. You can configure the
BlackBerry Enterprise Server and the BlackBerry Enterprise Server components to support high availability to enhance
the consistency and reliability of your organization's environment.
You can manage the BlackBerry Enterprise Server, devices, and user accounts using the BlackBerry Administration
Service, a web application that is accessible from any computer that can access the computer that hosts the BlackBerry
Administration Service. You can use the BlackBerry Administration Service to manage a BlackBerry Domain, which
consists of one or more BlackBerry Enterprise Server instances and remote components that use a single BlackBerry
Configuration Database.
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Upgrade Planning Guide
Upgrading a BlackBerry Enterprise Server environment
Upgrading a BlackBerry Enterprise Server
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environment
The latest BlackBerry® Enterprise Server version contains new features and components (for example, high availability
and a new administrative client named the BlackBerry Administration Service) that impact how you can upgrade an
existing BlackBerry Enterprise Server environment. To upgrade your organization's environment to the latest
BlackBerry Enterprise Server verson, you must determine how you can implement the new components and features
in the current BlackBerry Enterprise Server environment, what changes to the hardware and BlackBerry Enterprise
Server architecture are required, and which upgrade process is most appropriate for your organization's environment.
You can consider the following information to help you determine which upgrade process you can use in your
organization's environment:
• whether you want to upgrade the BlackBerry Enterprise Server environment without modifying the hardware
or BlackBerry Enterprise Server architecture
• whether the current BlackBerry Enterprise Server environment supports the new BlackBerry Enterprise Server
components and features
• which changes you might want to implement in the BlackBerry Enterprise Server environment during the
upgrade process
For system requirements or supported upgrade versions, see the BlackBerry Enterprise Server Upgrade Guide.
Supported BlackBerry Enterprise Server versions that you can upgrade
You can upgrade the following BlackBerry® Enterprise Server versions to the latest version:
• BlackBerry Enterprise Server 5.0 or later
• BlackBerry Enterprise Server 4.1 SP7
If your organization has a BlackBerry Enterprise Server version that is not listed, you must first upgrade to one of the
BlackBerry Enterprise Server versions in the list above before you can upgrade to the latest version.
Deployment implications of upgrading a BlackBerry Enterprise Server environment
How you deploy a BlackBerry® Enterprise Server environment determines how you can configure the functionality
that is available for each BlackBerry Enterprise Server instance and BlackBerry device user. The BlackBerry Enterprise
Server architecture must include at least one BlackBerry Enterprise Server instance and one BlackBerry Configuration
Database. If you install additional BlackBerry Enterprise Server instances that use the same BlackBerry Configuration
Database, you deploy a BlackBerry Domain.
If you deploy more than one BlackBerry Domain in your organization's environment, the BlackBerry Enterprise Server
instances in one BlackBerry Domain cannot communicate with BlackBerry Enterprise Server instances in another
BlackBerry Domain. Each BlackBerry Domain must use its own administrative client.
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Upgrade Planning Guide
The following table explains the upgrade implications of each deployment type.
Deployment type Description
standalone BlackBerry Enterprise
Server
BlackBerry Domain If you deploy a BlackBerry Domain, two or more BlackBerry Enterprise
Upgrading a BlackBerry Enterprise Server and a BlackBerry Configuration Database that are
configured for replication
If you deploy a standalone BlackBerry Enterprise Server, only one BlackBerry
Enterprise Server connects to the BlackBerry Configuration Database. If you
plan to upgrade a standalone BlackBerry Enterprise Server, you must
consider future growth of your organization or consolidations with other
organizations.
If you expect future growth of your organization, you should plan whether
you want to locate the BlackBerry Configuration Database on a computer
that is separate from the computer that hosts the BlackBerry Enterprise
Server.
If you expect disaster recovery or high availability of the BlackBerry
Enterprise Server to become more important, you should consider whether
to install the BlackBerry Configuration Database on a computer that is
separate from the computer that hosts the BlackBerry Enterprise Server
and whether to acquire additional hardware or virtual machine resources
to host a standby BlackBerry Enterprise Server instance.
Server instances connect to a shared BlackBerry Configuration Database.
Before you upgrade the BlackBerry Domain, consider the following
information:
• upgrade options for the BlackBerry Configuration Database and
whether you require new software or hardware
• performance of the BlackBerry Enterprise Server instances and
BlackBerry Administration Service in relation to their network
proximity to the BlackBerry Configuration Database
• in an environment with more than one BlackBerry Domain, limits for
sharing BlackBerry Enterprise Server services and administrative
flexibility
• scope and size of the BlackBerry Domain
• upgrade process that you want to use (for example, a phased approach,
or a one-time, in-place upgrade)
Upgrading a BlackBerry Enterprise Server and a BlackBerry Configuration Database that are configured for replication
If you configured previous BlackBerry® Enterprise Server versions for disaster recovery as documented in BlackBerry
Enterprise Server Disaster Recovery Guide, you installed a BlackBerry Enterprise Server and a replicated BlackBerry
Enterprise Server. When you upgrade the BlackBerry Enterprise Server instances that are configured for disaster
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Upgrade Planning Guide
recovery, you can upgrade the BlackBerry Enterprise Server instances and configure high availability instead. When
you configure high availability, you can also configure automatic failover, which permits a standby BlackBerry
Enterprise Server to take over from a primary BlackBerry Enterprise Server without intervention from an
administrator.
If you configured database replication for the BlackBerry Configuration Database, you can continue to use database
replication after the upgrade process completes. However, during the upgrade process, you must turn off database
replication. After the upgrade process completes, you must reconfigure the replicated BlackBerry Configuration
Database manually.
As an alternative to database replication, you can configure database mirroring after the upgrade process completes.
If you configure database mirroring and if you configure the BlackBerry Enterprise Server instances to support
database mirroring, when the principal BlackBerry Configuration Database stops responding, the BlackBerry
Enterprise Server can automatically switch to the mirror BlackBerry Configuration Database without intervention
from an administrator.
For more information about high availability, see the BlackBerry Enterprise Server Planning Guide.
Upgrading a BlackBerry Enterprise Server in a segmented network
Upgrading a BlackBerry Enterprise Server in a segmented
network
If you distributed the BlackBerry® Enterprise Server components on multiple computers and configured a segmented
network using firewalls as documented in Placing the BlackBerry Enterprise Solution in a segmented network, you
must verify that the components can communicate with each other. You must open the new ports on the firewalls
that the components in the latest BlackBerry Enterprise Server version require. For example, when you upgrade to
BlackBerry Enterprise Server version 5.0, you must open the database port for the BlackBerry Attachment Service so
that it can communicate with the BlackBerry Configuration Database.
In the latest BlackBerry Enterprise Server version, you must expand the segmented network architecture to include
the BlackBerry Administration Service and BlackBerry Monitoring Service. To improve performance of the BlackBerry
Administration Service, you can consider placing the BlackBerry Administration Service in close network proximity
to the BlackBerry Configuration Database.
Upgrading the BlackBerry Enterprise Server in a Wi-Fi environment
If you upgrade the BlackBerry® Enterprise Server in a Wi-Fi® environment, the upgrade process maintains the WLAN
SRP information and WLAN activation settings that you previously configured. The setup application for the latest
BlackBerry Enterprise Server version does not display the same Wi-Fi dialog boxes as previous setup applications did.
Instead, you can view and change the Wi-Fi settings for the BlackBerry Enterprise Server using the BlackBerry
Configuration Panel.
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Upgrade Planning Guide
Managing a mixed-version environment
Managing a mixed-version environment
If your organization installed multiple BlackBerry® Enterprise Server instances in a BlackBerry Domain, you can choose
to upgrade each BlackBerry Enterprise Server instance over time. If you installed the BlackBerry MDS Integration
Service on any BlackBerry Enterprise Server instances in a BlackBerry Domain, you must remove the BlackBerry MDS
Integration Service component from all BlackBerry Enterprise Server instances before you upgrade to the latest
BlackBerry Enterprise Server version.
After you upgrade the BlackBerry Configuration Database, you must manage all BlackBerry Enterprise Server
instances using the BlackBerry Administration Service version that is the same as the BlackBerry Configuration
Database version. When you manage BlackBerry Enterprise Server 4.1 SP7 or later using the BlackBerry
Administration Service, consider the following information:
• You cannot install previous versions of the BlackBerry Enterprise Server.
• You can create user accounts only after you install the latest BlackBerry Enterprise Server version and a
BlackBerry Administration Service. To create user accounts, the BlackBerry Administration Service requires the
BlackBerry Mail Store Service. The setup application installs the BlackBerry Mail Store Service automatically with
the latest BlackBerry Enterprise Server version.
Best practice: Preparing to upgrade the BlackBerry Enterprise Server
Best practice Description
Document the BlackBerry®
Enterprise Server environment.
Configure a test environment. Consider building a test environment to test the latest BlackBerry Enterprise
Analyze your organization's
environment to determine an
upgrade strategy. Each
Consider documenting the following items:
• topology
• user accounts, administrator accounts, groups, and roles
• IT policies and application control policies
• software configurations and applications
• addresses for proxy servers, content servers, and application servers
• email message filters
• email message classifications, signatures, and disclaimers
• settings for organizer data synchronization
• attachment file formats specific to your organization
• settings for instant messaging
• access restrictions to your organization's applications and web servers
Server version and upgrade process that applies to your organization's
environment.
Consider the following questions:
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