Blackberry PROFESSIONAL SOFTWARE User Manual

Upgrade Guide

BlackBerry Professional Software for Microsoft Exchange

Version: 4.1 | Service Pack: 4

SWD-356206-0912100551-001

Contents

1 Upgrading from the BlackBerry Professional Software to the BlackBerry Enterprise Server............................ 5

Feature comparison for the BlackBerry Professional Software and the BlackBerry Enterprise Server......................... 5

Host server and database upgrade scenarios......................................................................................................................... 6

2 System requirements.......................................................................................................................................................... 9

System requirements: BlackBerry Enterprise Server............................................................................................................. 9

System requirements: BlackBerry Attachment Service......................................................................................................... 11

System requirements: BlackBerry Manager............................................................................................................................ 12

System requirements: BlackBerry MDS Connection Service................................................................................................ 13

System requirements: BlackBerry MDS Integration Service................................................................................................ 14

System requirements: BlackBerry Router................................................................................................................................ 14

Supported environments............................................................................................................................................................ 15

Unsupported environments....................................................................................................................................................... 17

3 Preparing to upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server......... 19

Obtain the BlackBerry Enterprise Server software files........................................................................................................ 19

Verify and record the name of the existing host computer for the BlackBerry Professional Software.......................... 19

Verify and record the name of the administration account for the BlackBerry Professional Software......................... 19

Verify the names of the existing BlackBerry Configuration Database and its host computer........................................ 20

Verify the existing SRP authentication information.............................................................................................................. 20

Verify the existing CAL key........................................................................................................................................................ 20

Back up the BlackBerry Professional Software registry settings......................................................................................... 21

Back up the BlackBerry Professional Software log files........................................................................................................ 21

Back up the BlackBerry Configuration Database................................................................................................................... 21

BlackBerry Configuration Database Backup Tool parameters......................................................................................... 23

4 Configuring a Microsoft Exchange 5.5, Microsoft Exchange 2000, or Microsoft Exchange 2003 messaging

environment......................................................................................................................................................................... 25

Identify and resolve any Microsoft Exchange known issues for wireless calendar synchronization............................. 25

5 Setting up the database connection............................................................................................................................... 27

Using the existing BlackBerry Configuration Database after the upgrade to the BlackBerry Enterprise Server........ 27

Specifying permissions when connecting to the BlackBerry Enterprise Server databases using Windows

authentication.............................................................................................................................................................................. 27

Assign Microsoft SQL Server permissions to the Microsoft Windows account.............................................................. 27

Configuring authentication to the BlackBerry MDS Integration Service database.......................................................... 28

6 Performing the upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server on

the existing host computer............................................................................................................................................... 29

Prerequisites: Upgrading from the BlackBerry Professional Software to the BlackBerry Enterprise Server on the

existing host computer............................................................................................................................................................... 29

Stop the BlackBerry Professional Software services.............................................................................................................. 29

Upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server on the existing host

computer....................................................................................................................................................................................... 30

Improve the startup performance of the BlackBerry Enterprise Server after the upgrade.............................................. 30

7 Performing the upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server on

a new host computer.......................................................................................................................................................... 31

Prerequisites: Upgrading from the BlackBerry Professional Software to the BlackBerry Enterprise Server on a new

host computer.............................................................................................................................................................................. 31

Configuring the local permissions on the new host computer............................................................................................. 31

Moving the BlackBerry Configuration Database to the new host computer..................................................................... 32

Stop the BlackBerry Professional Software services.............................................................................................................. 32

Upgrade from the BlackBerry Professional Software to the BlackBerry Enterprise Server on a new host computer

........................................................................................................................................................................................................ 33

Improve the startup performance of the BlackBerry Enterprise Server after the upgrade.............................................. 33

8 Troubleshooting the BlackBerry Enterprise Server upgrade process...................................................................... 35

A third-party tool did not install successfully and the BlackBerry Enterprise Server setup application closed.......... 35

Previous version detected but no database available............................................................................................................ 35

The BlackBerry Collaboration Service does not connect to Microsoft Office Live Communications Server 2005...... 36

The setup application did not prompt you to change or confirm the MAPI profile.......................................................... 36

You cannot resolve errors that occur when you move users................................................................................................. 36

You encounter errors when you try to upgrade the BlackBerry Configuration Database............................................... 37

The setup application prompts you for access to the installation media for Microsoft .NET Framework version 1.1

Service failed to start, generating error 5305........................................................................................................................ 37

BlackBerry Router and BlackBerry Dispatcher do not install during the migration or upgrade process...................... 41

I am experiencing an issue after I install the BlackBerry Professional Software on the Windows Small Business

Server............................................................................................................................................................................................. 41

Microsoft Outlook Web Access no longer works after I install the BlackBerry Professional Software.......................... 42

Restore the BlackBerry Configuration Database.................................................................................................................... 42

9 Upgrading the BlackBerry Device Software.................................................................................................................. 45

Permitting users to upgrade the BlackBerry Device Software from their computers....................................................... 45

Configure a network drive...................................................................................................................................................... 46

Save the BlackBerry Device Software installation files to the network drive................................................................ 46

Verify the version of the application loader tool................................................................................................................ 46

Pushing the BlackBerry Desktop Software or BlackBerry Device Manager installation files to users' computers

.................................................................................................................................................................................................... 46

Synchronizing wireless data automatically......................................................................................................................... 47

Create the BlackBerry Device Software upgrade instructions for BlackBerry device users........................................ 47

Confirming that the BlackBerry Device Software upgrade process completed successfully...................................... 48

Upgrading the BlackBerry Device Software at a central computer.................................................................................... 48

Configure a network drive...................................................................................................................................................... 49

Save the BlackBerry Device Software installation files to the network drive................................................................ 49

Create a software configuration for the BlackBerry Device Software............................................................................ 49

Assign the software configuration to a user account........................................................................................................ 50

Upgrade the BlackBerry Device Software at a central computer.................................................................................... 50

Verify that the BlackBerry Device Software upgrade at a central computer completed successfully....................... 50

Pushing the BlackBerry Device Software and the BlackBerry Desktop Software to users' computers......................... 51

Configure a network drive...................................................................................................................................................... 51

Save the BlackBerry Device Software installation files to the network drive................................................................ 51

Save the BlackBerry Desktop Software installation files to the network drive............................................................. 52

Synchronizing wireless data automatically......................................................................................................................... 52

Send the installation files for the BlackBerry Desktop Software and the BlackBerry Device Software to users using

a third-party application........................................................................................................................................................ 52

Confirming that the BlackBerry Device Software upgrade process completed successfully...................................... 53

10 Troubleshooting the BlackBerry Device Software upgrade process........................................................................ 55

When users click the link to the application loader tool in the upgrade instructions, the upgrade process does not

start................................................................................................................................................................................................ 55

11 Glossary................................................................................................................................................................................ 57

12 Legal notice.......................................................................................................................................................................... 61

Upgrade Guide

Upgrading from the BlackBerry Professional Software to the BlackBerry Enterprise Server

Your organization can upgrade from the BlackBerry® Professional Software to a supported higher version of the BlackBerry® Enterprise Server. The decision to upgrade might be influenced by factors such as the following:

• The number of BlackBerry device users in your organization is approaching the maximum of 30 users.

• The number of users or administrators in your organization requires group-based or role-based administration.

• Users need access to applications that were developed using the BlackBerry® MDS Studio or the BlackBerry® Plugin for Microsoft® Visual Studio®.

• Users want to use collaboration clients, such as the BlackBerry® Client for IBM® Lotus® Connections.

Feature comparison for the BlackBerry Professional Software and the BlackBerry Enterprise Server

Feature BlackBerry Professional Software BlackBerry Enterprise Server

supported database engines

installation possible on messaging server yes no support for remote components no yes BlackBerry MDS Runtime Application support support for collaboration clients no yes BlackBerry Manager highlights the tasks that administrators

number of users maximum of 30 users limited only by the scalability of the

users Add Users wizard add users manually

• Microsoft® SQL Server®

• Microsoft® SQL Server® 2005 Express

• MSDE 2000

no yes

in smaller organizations most frequently perform

• Microsoft SQL Server

• Microsoft SQL Server 2005

• MSDE 2000

full enterprise administration

system configuration

Express (not supported by the BlackBerry® MDS Integration Service)

Upgrade Guide

Feature BlackBerry Professional Software BlackBerry Enterprise Server

groups user administration only group administration or user

roles user administration only role-based administration IT policy predefined IT policy bundles custom IT policies only domains single domain only multiple domain administration support for Wi-Fi® connections no yes support for BlackBerry® Enterprise Server Resource Kit

no yes

Host server and database upgrade scenarios

administration

Host server and database upgrade scenarios

Hardware Scenario

host server The BlackBerry® Professional Software must be installed on the computer where you plan

to install the BlackBerry® Enterprise Server software.

database

• If the BlackBerry Professional Software is currently installed on a computer that is separate from the messaging server, you can upgrade to the BlackBerry Enterprise Server on the same computer.

• If the BlackBerry Professional Software is currently installed on the computer that hosts the messaging server, you must first install the BlackBerry Professional Software on the computer where you plan to install the BlackBerry Enterprise Server software. You can then upgrade to the BlackBerry Enterprise Server on this computer.

• If you plan to install the BlackBerry Enterprise Server components on more than one computer, you must install the BlackBerry Professional Software on each computer that you plan to use. You can then upgrade to the BlackBerry Enterprise Server on each computer.

• If the computer that hosts the messaging server currently also hosts the BlackBerry Configuration Database, you do not have to move the BlackBerry Configuration Database when you upgrade to the BlackBerry Enterprise Server.

• If you plan to move the existing BlackBerry Configuration Database to a new Microsoft® SQL Server®, you must perform the move before you begin the upgrade process.

Upgrade Guide

Hardware Scenario

• If the BlackBerry Configuration Database is currently installed on a computer that is

• If you are adding a large number of users, or if you expect a significant increase in

For information about moving the BlackBerry Configuration Database, visit

www.blackberry.com/support to read article KB03112.

Host server and database upgrade scenarios

separate from the messaging server, you can configure the connection to the BlackBerry Configuration Database during the BlackBerry Enterprise Server upgrade process.

the number of email messages that users send and receive, consider moving the BlackBerry Configuration Database to its own host computer. You perform this move before you begin the upgrade process.

Upgrade Guide

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:

• Windows® 2000 SP4 Server or Advanced Server

• Windows Server® 2003 or later

• Windows Server 2003 or later (64-bit)

• Windows Server 2003 R2 SP2

• Windows Server 2003 R2 SP2 (64-bit)

• Windows® Small Business Server 2003 Standard or Premium

messaging server Any of the following messaging servers installed physically close to where you

plan to install the BlackBerry® Enterprise Server:

• Microsoft® Exchange version 5.5

• Microsoft Exchange 2000

• Microsoft Exchange 2003 or later

• Microsoft Exchange 2007

• Microsoft Exchange mixed environment (any combination of Microsoft Exchange version 5.5, Microsoft Exchange 2000, Microsoft Exchange 2003, and Microsoft Exchange 2007)

• Microsoft® Solution for Hosted Messaging and Collaboration version 3.5

system tools for the messaging server Any of the following system tools for the messaging server installed on the

computer that hosts the BlackBerry Enterprise Server:

• Microsoft Exchange version 5.5 Administrator

• Microsoft Exchange 2000 System Manager

• Microsoft Exchange 2003 System Manager

• Microsoft Exchange Server MAPI client and CDO 1.2.1

Upgrade Guide

System requirements: BlackBerry Enterprise Server

Item Requirement

• to support Microsoft Exchange 2007, either Microsoft Exchange Server MAPI client and CDO 1.2.1, or Microsoft Exchange 2003 SP2 System Tools

Microsoft Exchange Organization of

same Microsoft Exchange Organization as the messaging server the system tools for the messaging server version of the CDO library latest version that is supported by the latest version of Microsoft Exchange in

your organization's environment Unicode support for calendars 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 database management system Any of the following database management systems:

• MSDE 2000

• Microsoft® SQL Server® 2000 SP4

• Microsoft SQL Server 2005 or later Professional, Enterprise, or Express

• Microsoft SQL Server 2005 or later (64-bit)

collation setting To support Microsoft SQL Server, the following conditions on the database server:

• collation setting is default case-insensitive

• BlackBerry Configuration Database collation setting is default caseinsensitive

remote database conditions named pipes and TCP/IP network protocols turned on data access components Any of the following data access components on the computers that host the

BlackBerry Enterprise Server or the BlackBerry Configuration Database:

• MDAC version 2.8 with Security Patch MS04-003 (version

2000.85.1025.00)

• MDAC version 2.8.2 (version 2000.86.1830.00), included with Windows Server 2003 SP1

database conditions for the BlackBerry MDS Integration Service

A database server with the following conditions:

• host for the BlackBerry Configuration Database

• support for mixed-mode authentication

Upgrade Guide

Item Requirement

Microsoft® .NET Framework to support languages other than English, localized version of Microsoft .NET

Framework version 1.1 SP1

instant messaging server Any of the following instant messaging servers:

• IBM® Lotus® Sametime® version 6.5.1 Community Server (version 6.5.1 or later required to support dormant mode)

• IBM Lotus Sametime version 7.0 Community Server

• IBM Lotus Sametime version 7.5 Community Server

• IBM Lotus Sametime version 8.0 Community Server

• Microsoft® Office Live Communications Server 2005 (SP1 required to support Microsoft® Office Communicator and dormant mode)

• Microsoft® Office Communications Server 2007 Standard or Enterprise

• Novell® GroupWise® Messenger version 2.0.1 or later

browser Microsoft® Internet Explorer® with the following settings:

• Java® or JavaScript® turned on

• language preferences configured to display encoded web pages

media player to support audio attachments, Windows Media® Player version 9 or later network proximity high-speed, switched connection between the BlackBerry Enterprise Server and

the messaging servers

firewall A firewall or proxy firewall with the following conditions:

• support for the BlackBerry Enterprise Server to initiate an outgoing, twoway TCP/IP connection to an external server on port 3101

• support for the resolution of Internet addresses using DNS

• transparency of the proxy server for proxy firewalls

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

operating system Any of the following operating systems:

Upgrade Guide

Item Requirement

• Microsoft® Windows® 2000 SP4 (Server edition or Advanced Server edition)

• Microsoft® Windows Server® 2003 SP1

• Microsoft® Windows® XP Professional SP2

media player To support audio attachments, Windows Media® Player Version 9 or later web browser Microsoft® Internet Explorer® with the following settings:

• 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:

• Windows® 2000 SP4 (Server, Advanced Server, or Professional)

• Windows Server® 2003 or later

• Windows Server 2003 or later (64-bit)

• Windows Server 2003 R2 SP2

• Windows Server 2003 R2 SP2 (64-bit)

• Windows® XP Professional SP2

• Windows® Small Business Server 2003 (Standard edition or Premium edition)

messaging server system tools Any of the following messaging server system tools:

• Microsoft® Exchange version 5.5 Administrator

• Microsoft Exchange 2000 System Manager

• Microsoft Exchange 2003 System Manager

• Microsoft Exchange Server MAPI client and CDO 1.2.1

• for Microsoft Exchange 2007, either Microsoft Exchange Server MAPI client and CDO 1.2.1 or Microsoft Exchange 2003 SP2 System Tools

Upgrade Guide

Item Requirement

Microsoft Exchange Organization of the messaging server system tools version of the messaging server system tools version of the CDO library the latest version that is supported by the latest version of Microsoft Exchange

Internet Service Manager To support Microsoft Exchange 2007, the Internet Service Manager component

Microsoft® .NET Framework To support languages other than English, localized version of Microsoft .NET

browser Microsoft® Internet Explorer® with the following settings:

data access components Any of the following data access components:

printer and file sharing To support BlackBerry device implementation, printer and file sharing turned on USB hub To support BlackBerry device implementation that uses a hub, a USB driver that

the same Microsoft Exchange Organization as the messaging server

the same version as the messaging server

in your environment

of Microsoft® Internet Information Services installed

Framework version 1.1 SP1

• Java® or JavaScript® turned on

• language preferences set to display encoded web pages

• MDAC version 2.8 with Security Patch MS04-003 (version

2000.85.1025.00)

• MDAC version 2.8 SP2 (version 2000.86.1830.00)

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 Requirement

operating system Any of the following operating systems:

• Microsoft® Windows® 2000 SP4 (Server edition, Advanced Server edition, or Professional edition)

• Microsoft® Windows Server® 2003 SP1

• Microsoft® Windows® XP Professional SP2

Upgrade Guide

Item Requirement

• Microsoft® Windows® Small Business Server 2003 (Standard edition or Premium edition)

messaging server application To support BlackBerry Enterprise Server Version 3.5 and BlackBerry Enterprise

Server Version 3.6, any of the following applications:

• Microsoft® Exchange Version 5.5 Administrator

• Microsoft Exchange 2000 System Manager

• Microsoft Exchange 2003 System Manager

• Microsoft Exchange Server MAPI client and CDO 1.2.1

• for Microsoft Exchange 2007, either Microsoft Exchange Server MAPI client and CDO 1.2.1 or Microsoft Exchange 2003 SP2 System Tools

RSA® Authentication Agent 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 Requirement

operating system Any of the following operating systems:

• Microsoft® Windows® 2000 SP4 (Server edition or Advanced Server edition)

• Microsoft® Windows Server® 2003 SP1

• Microsoft® Windows® XP Professional SP2

database conditions A database server that is the the host for the BlackBerry Configuration Database.

System requirements: BlackBerry Router

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

Upgrade Guide

Item Requirement

operating system Any of the following operating systems:

• Microsoft® Windows® 2000 SP4 (Server edition or Advanced Server edition)

• Microsoft® Windows Server® 2003 SP1

• Microsoft® Windows® XP Professional SP2

firewall A firewall or proxy firewall with the following conditions:

• support for the BlackBerry Router to initiate an outgoing, two-way TCP/IP connection to an external server on port 3101

• support for the resolution of Internet addresses using DNS

• transparency of the proxy server for proxy firewalls

Supported environments

Item Description

virtual environment The BlackBerry® Enterprise Server and its components support the following

virtual environments:

• VMware® ESX Server Version 2.5.2 or later

• VMware ESX Server Version 3.0.1

Windows® Messenger The BlackBerry Collaboration Service supports Windows® Messenger if MSMQ

Version 3.0 is installed. If installed separately from Microsoft® Windows Server® 2003, the default Microsoft® Active Directory® Integration and Triggers subcomponents must be cleared, and only the Common subcomponent must be selected.

Windows® Messenger with TLS The BlackBerry Collaboration Service supports Windows® Messenger with TLS if

one of the following certificates is installed on the computer that hosts the BlackBerry Collaboration Service:

• if your instant messaging server is Microsoft® Office Live Communications Server 2005, an MTLS certificate

Upgrade Guide

Supported environments

Item Description

• if your instant messaging server is Microsoft Office Live Communications Server 2005 SP1, a server authentication certificate for the computer account

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 The BlackBerry Collaboration Service supports Novell GroupWise Messenger

when SSL authentication is turned on for the Novell GroupWise Messenger agents on the computer that hosts the BlackBerry Collaboration Service.

Microsoft® Office Communicator The BlackBerry Collaboration Service supports Microsoft Office Communicator

when MTLS and HTTPS certificates for communication with the Microsoft Office Live Communications Server are installed on the Microsoft® Office

Communicator Web Access server. Microsoft Office Communicator with TLS

The BlackBerry Collaboration Service supports Microsoft Office Communicator

with TLS if one of the following certificates is installed on the computer that hosts

the BlackBerry Collaboration Service:

• if your instant messaging server is Microsoft Office Live Communications Server 2005, an MTLS certificate

• if your instant messaging server is Microsoft Office Live Communications Server 2005 SP1, a server authentication certificate for the computer account

Microsoft Office Communicator and AJAX Service

The BlackBerry Collaboration Service supports Microsoft Office Communicator and AJAX Service with the following conditions:

• the following Microsoft hotfixes from http://support.microsoft.com installed:

• 911996 on your Microsoft Office Live Communications Server

• 915066 on your Microsoft Office Communicator server

• a virtual server installed on your Microsoft Office Communicator server, with the following conditions:

• all unassigned IP addresses

• forms-based authentication only

• support for an HTTPS browser connection

Upgrade Guide

Item Description

• an ISAPI filter for the cwaauth.dll file and the ajax.dll file

enhanced network authentication The BlackBerry Enterprise Server and its components support RSA®

Authentication Agent Version 5.0 for Microsoft® Windows®. SNMP monitoring The BlackBerry Enterprise Server and its components support the SNMP service. remote access The BlackBerry Enterprise Server and its components support remote access

using any of the following applications:

• Terminal Services for use with Microsoft Windows Server 2000, installed using Remote Administration mode

• Microsoft Remote Desktop Connection for use with Microsoft Windows Server 2003

Unsupported environments

Item Description

DMZ The BlackBerry® Enterprise Server and its components, with the exception of the

BlackBerry Router, do not support installation in a DMZ.

messaging server The BlackBerry Enterprise Server and its components do not support the

installation of the messaging server on the same computer.

email application The BlackBerry Enterprise Server and its components do not support the

installation of email applications on the same computer. Microsoft® SQL Server® 2005 Express database

The BlackBerry MDS Integration Service databases do not support the Microsoft

SQL Server 2005 Express database.

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