Blackbe;rry ENTERPRISE SERVER FOR MICROSOFT EXCHANGE Installation and operation manual

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

SWD-427686-0708051552-001

Contents
1Choosing a BlackBerry Enterprise Server upgrade option......................................................................................... 5
Upgrading the BlackBerry Enterprise Server software by overwriting the existing version........................................... 5
Upgrading the BlackBerry Enterprise Server by using a new computer............................................................................ 5
Upgrading the BlackBerry Enterprise Server software in phases........................................................................................ 6
Verify the BlackBerry Enterprise Server version from which you are upgrading.............................................................. 7
2System 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
System requirements for optional environments and features............................................................................................ 15
Unsupported environments....................................................................................................................................................... 17
3 Preparing to upgrade from BlackBerry Enterprise Server Version 4.0.................................................................... 19
Back up the BlackBerry Enterprise Server registry settings................................................................................................. 19
Back up the BlackBerry Enterprise Server log files................................................................................................................ 19
Back up the BlackBerry Configuration Database................................................................................................................... 19
BlackBerry Configuration Database Backup Tool parameters......................................................................................... 20
4 Preparing to upgrade from BlackBerry Enterprise Server Version 3.6.................................................................... 21
Update out-dated BlackBerry device assignments................................................................................................................ 21
HandheldCleanup tool parameters...................................................................................................................................... 21
Back up the BlackBerry Enterprise Server registry settings................................................................................................. 22
Back up the BlackBerry Enterprise Server log files................................................................................................................ 22
Consolidating multiple BlackBerry Enterprise Server instances.......................................................................................... 22
Identify the primary instance of the BlackBerry Enterprise Server................................................................................. 23
Add the BlackBerry Enterprise Server instances to the BlackBerry Enterprise Server Management console......... 23
Preparing to upgrade the BlackBerry Enterprise Server instances that have different SRP addresses.................... 24
Testing the transfer of user information during the upgrade process................................................................................ 25
Create a preview BlackBerry Configuration Database...................................................................................................... 25
Test the transfer of user information to the preview BlackBerry Configuration Database......................................... 26

Change applications to connect to default BlackBerry Mobile Data Service ports.......................................................... 28
Configure wireless data synchronization for BlackBerry devices........................................................................................ 28
5 Preparing to upgrade from BlackBerry Enterprise Server Version 3.5 SP2 and preceding versions................. 29
Move BlackBerry Enterprise Server Version 2.1 SP5 configuration information to the BlackBerry Enterprise Server
Management console.................................................................................................................................................................. 29
Update out-dated BlackBerry device assignments................................................................................................................ 29
HandheldCleanup tool parameters...................................................................................................................................... 30
Back up the BlackBerry Enterprise Server registry settings................................................................................................. 30
Back up the BlackBerry Enterprise Server log files................................................................................................................ 30
Configure wireless data synchronization for BlackBerry devices........................................................................................ 31
6 Configuring a Microsoft Exchange 5.5, Microsoft Exchange 2000, or Microsoft Exchange 2003 messaging
environment......................................................................................................................................................................... 33
Identify and resolve any Microsoft Exchange known issues for wireless calendar synchronization............................. 33
7 Setting up the database connection............................................................................................................................... 35
Specifying permissions when connecting to the BlackBerry Configuration Database using Microsoft Windows
authentication.............................................................................................................................................................................. 35
Specifying MSDE 2000 permissions for the Microsoft Windows account..................................................................... 35
Assign Microsoft SQL Server permissions to the Microsoft Windows account.............................................................. 35
Configuring authentication to the BlackBerry MDS Integration Service database.......................................................... 36
8 Upgrading the BlackBerry Enterprise Server software by overwriting the existing version.............................. 37
Upgrade the BlackBerry Enterprise Server software............................................................................................................. 37
Improve the startup performance of the BlackBerry Enterprise Server.............................................................................. 38
9 Upgrading the BlackBerry Enterprise Server by using a new computer................................................................. 39
Prerequisites: Upgrading the BlackBerry Enterprise Server software................................................................................ 39
Install BlackBerry Enterprise Server Version 4.1 SP5 on the new computer...................................................................... 40
Move user accounts to the new BlackBerry Enterprise Server............................................................................................. 41
BESMigration tool parameters.............................................................................................................................................. 41
Prevent the old BlackBerry Enterprise Server from connecting to the BlackBerry Infrastructure................................. 42
Improve the startup performance of the BlackBerry Enterprise Server.............................................................................. 42
Start the new BlackBerry Enterprise Server............................................................................................................................ 43
Move user accounts back to BlackBerry Enterprise Server Version 3.6.............................................................................. 43

10 Upgrading the BlackBerry Enterprise Server software in phases............................................................................. 45
Managing a mixed-version environment................................................................................................................................. 45
Upgrade the BlackBerry Enterprise Server Version 4.0 SP3 in phases.............................................................................. 46
Upgrading BlackBerry Enterprise Server Version 4.0 and earlier versions in phases...................................................... 46
Upgrade BlackBerry Enterprise Server Version 4.0 and earlier versions in phases and create a new BlackBerry
Configuration Database......................................................................................................................................................... 46
Upgrade BlackBerry Enterprise Server Version 4.0 and earlier versions in phases and upgrade the existing
BlackBerry Configuration Database..................................................................................................................................... 47
11 Troubleshooting the BlackBerry Enterprise Server upgrade process...................................................................... 49
A third-party tool did not install successfully and the BlackBerry Enterprise Server setup application closed.......... 49
Previous version detected but no database available............................................................................................................ 49
The BlackBerry Collaboration Service does not connect to Microsoft Office Live Communications Server 2005...... 49
The setup application did not prompt you to change or confirm the MAPI profile.......................................................... 50
You cannot resolve errors that occur when you move users................................................................................................. 50
You encounter errors when you try to upgrade the BlackBerry Configuration Database............................................... 50
The setup application prompts you for access to the installation media for Microsoft .NET Framework Version 1.1
........................................................................................................................................................................................................ 51
Restore a BlackBerry Configuration Database....................................................................................................................... 51
12 Upgrading the BlackBerry Device Software.................................................................................................................. 53
Permitting users to upgrade the BlackBerry Device Software at their computers........................................................... 53
Upgrading the BlackBerry Device Software at a central computer.................................................................................... 53
Pushing the BlackBerry Device Software and the BlackBerry Desktop Software to users' computers......................... 54
13 Permitting users to upgrade the BlackBerry Device Software at their computers............................................... 55
Configure a network drive.......................................................................................................................................................... 55
Save the BlackBerry Device Software installation files to the network drive.................................................................... 55
Verify the version of the application loader tool.................................................................................................................... 56
Sending the BlackBerry Desktop Software or BlackBerry Device Manager installation files to users' computers..... 56
Send the BlackBerry Device Manager installation file to users' computers.................................................................. 56
Send the BlackBerry Desktop Software installation file to users' computers................................................................ 57
Synchronizing wireless data automatically............................................................................................................................. 57
Create the BlackBerry Device Software upgrade instructions for BlackBerry device users............................................ 57
Confirming that the BlackBerry Device Software upgrade process completed successfully.......................................... 58
Verify that the upgrade from BlackBerry Device Software Version 4.0 or later completed successfully................. 58

Verify that the upgrade from BlackBerry Device Software Version 3.6 completed successfully............................... 58
14 Upgrading the BlackBerry Device Software at a central computer......................................................................... 59
Configure a network drive.......................................................................................................................................................... 59
Save the BlackBerry Device Software installation files to the network drive.................................................................... 59
Create a software configuration for the BlackBerry Device Software................................................................................ 60
Assign the software configuration to a user........................................................................................................................... 60
Upgrade the BlackBerry Device Software at a central computer........................................................................................ 60
Verify that the BlackBerry Device Software upgrade at a central computer completed successfully........................... 61
15 Pushing the BlackBerry Device Software and the BlackBerry Desktop Software to users' computers............ 63
Configure a network drive.......................................................................................................................................................... 63
Install the BlackBerry Device Software on the network drive.............................................................................................. 63
Save the BlackBerry Desktop Software installation files to the network drive................................................................. 64
Synchronizing wireless data automatically............................................................................................................................. 64
Send the installation files for the BlackBerry Desktop Software and the BlackBerry Device Software to users using
a third-party application............................................................................................................................................................ 64
Confirming that the BlackBerry Device Software upgrade process completed successfully.......................................... 65
Verify that the upgrade from BlackBerry Device Software Version 4.0 or later completed successfully................. 65
Verify that the upgrade from BlackBerry Device Software Version 3.6 completed successfully............................... 65
16 Troubleshooting the BlackBerry Device Software upgrade process........................................................................ 67
When users click the link to the application loader tool in the upgrade instructions, the upgrade process does not
start................................................................................................................................................................................................ 67
17 Glossary................................................................................................................................................................................ 69
18 Legal notice.......................................................................................................................................................................... 73

Choosing a BlackBerry Enterprise Server upgrade option 1
Upgrading the BlackBerry Enterprise Server software by overwriting the existing
version
The in-place upgrade process upgrades the BlackBerry® Enterprise Server software by replacing the existing version of the
software.
Advantages Disadvantages
• You do not require additional computers to perform
this upgrade.
• When the upgrade process completes, user accounts
are active, and no additional administrative action is
required.
• You cannot remove the BlackBerry Enterprise Server
and return to the earlier version of the software
automatically.
• You must turn off the BlackBerry Enterprise Server
during the upgrade process, so the interruption to
services for 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.
When you use the in-place upgrade process, the following events occur:
• 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
Upgrading the BlackBerry Enterprise Server by using a new computer
The cutover upgrade process installs the BlackBerry® Enterprise Server on a new computer and moves user accounts and
server information from the old BlackBerry Enterprise Server to the new one.
If you are upgrading from BlackBerry Enterprise Server Version 3.6, use this upgrade process.
Advantages Disadvantages
•You can move user accounts back to the old BlackBerry
Enterprise Server if you encounter any problems with
the new one.
• You require one extra computer.
Upgrade Guide Choosing a BlackBerry Enterprise Server upgrade option
5

Advantages Disadvantages
•Youcanusenewserverhardwareandstartwithaclean
environment.
• Users experience minimal service interruptions
because user accounts remain active on the old
BlackBerry Enterprise Server until you start the new
one.
• If you upgrade from a version earlier than BlackBerry
Enterprise Server Version 4.0, the BlackBerry
Enterprise Server takes longer to start than it did
previously because it sends new service books to all of
the BlackBerry devices that are capable of wireless
data synchronization.
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:
• 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
Upgrading the BlackBerry Enterprise Server software in phases
The phased upgrade process maintains earlier versions of the BlackBerry® Enterprise Server software so that you can
gradually create new BlackBerry Enterprise Server instances and move user accounts to them.
Advantages Disadvantages
• You can move user accounts to the new BlackBerry
Enterprise Server instances gradually, for example, to
limit the number of service books and IT policies that
the BlackBerry Policy Service sends at one time.
• You can monitor system performance as you add user
accounts.
• You can reorganize your BlackBerry Enterprise Server
environment during the upgrade process by changing
user distribution patterns.
• You require additional computers.
• You require additional SRP credentials.
• If you move user accounts from one BlackBerry
Configuration Database to another, you lose the
BlackBerry device options that you backed up in the
BlackBerry Configuration Database.
• You cannot use some new features (for example, one-
to-many relationships between a BlackBerry MDS
Connection Service or a BlackBerry Collaboration
Service and multiple BlackBerry Enterprise Server
instances) in the BlackBerry Enterprise Server
software until all BlackBerry Enterprise Server
components are at the same version.
When you upgrade the BlackBerry Enterprise Server software in phases, the following events occur:
Upgrade Guide Upgrading the BlackBerry Enterprise Server software in phases
6

• 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.
1. On the taskbar, click Start > Settings > Control Panel.
2. Double-click Add/Remove Programs.
3. Click BlackBerry Enterprise Server.
4. Click Support Information.
Upgrade Guide Verify the BlackBerry Enterprise Server version from which you are upgrading
7