Blackbe;rry PROFESSIONAL SOFTWARE FOR MICROSOFT EXCHANGE - - MIGRATION... User manual

Migration Guide
BlackBerry Professional Software for Microsoft Exchange
Version: 4.1 | Service Pack: 4

SWD-314931-0912090712-001

Contents
1About the BlackBerry Professional Software................................................................................................................ 3
Migrating to the BlackBerry Professional Software............................................................................................................... 3
2Migrate to the BlackBerry Professional Software........................................................................................................ 5
3Troubleshooting the installation process...................................................................................................................... 7
A third-party tool did not install successfully and the BlackBerry Professional Software setup application closed
........................................................................................................................................................................................................ 7
Failed to write License key to the Database. Refer to the installation log file for more information............................ 7
Previous version detected but no database available............................................................................................................ 7
The setup application prompts for access to the installation media for Microsoft .NET Framework version 1.1.......... 8
The setup application did not prompt you to change or confirm the MAPI profile.......................................................... 8
Service failed to start, generating error 5305........................................................................................................................ 9
BlackBerry Router and BlackBerry Dispatcher do not install during the migration or upgrade process...................... 12
I am experiencing an issue after I install the BlackBerry Professional Software on the Windows Small Business
Server............................................................................................................................................................................................. 13
Microsoft Outlook Web Access no longer works after I install the BlackBerry Professional Software.......................... 13
4 Adding user accounts......................................................................................................................................................... 15
Preconfigured IT policies in the BlackBerry Professional Software..................................................................................... 15
Add a user account...................................................................................................................................................................... 17
5 Legal notice.......................................................................................................................................................................... 19

About the BlackBerry Professional Software 1
The BlackBerry® Professional Software is designed to provide the core wireless communications and collaboration features
and the security that you have in your current BlackBerry small business solution, in a smaller package.
The BlackBerry Professional Software supports up to 30 BlackBerry device users.
The BlackBerry Manager that ships with the BlackBerry Professional Software has been redesigned to provide streamlined
access to management and configuration tools. You can use the same IT policy rules that you use to protect your existing
BlackBerry small business solution. In addition, you can now choose from preconfigured IT policies that are designed to make
IT policy management easier.
Because group-based administration and role-based administration are designed for larger organizations with multiple IT
departments and administrators, these management options have been removed from the BlackBerry Professional Software.
Support for applications has also been simplified. You can install BlackBerry® Java® Applications and BlackBerry Browser
applications on the BlackBerry devices in your organization, but existing or new BlackBerry MDS Runtime Applications are
not supported.
UserscancommunicatewithinstantmessagingapplicationssuchasGoogleTalk™orYahoo!®Messenger,buttheBlackBerry
Professional Software does not support server-based enterprise instant messaging applications, such as IBM® Lotus®
Sametime® or Microsoft® Office Live Communications Server.
If the number of BlackBerry device users in your organization increases, or if you find that users need access to more data
or to a broader range of applications, you can upgrade from the BlackBerry Professional Software to BlackBerry® Enterprise
Server Version 4.1 SP5 or later.
Migrating to the BlackBerry Professional Software
You can migrate to the BlackBerry® Professional Software from BlackBerry® Enterprise Server – Small Business Edition
Version 4.0 or later. If you have a small business solution that is earlier than Version 4.0, you must upgrade to Version 4.0
or later before you migrate to the BlackBerry Professional Software.
You can install the BlackBerry Professional Software either on the current host server for your BlackBerry small business
solution or on your mail server. If your present environment is up and running, no additional setup tasks are required. You
do not have to remove the software for your existing BlackBerry small business solution before you begin the migration.
During the migration, you can configure the BlackBerry Professional Software to connect to an existing Microsoft® SQL
Server® database. Alternatively, the setup application can automatically install a Microsoft® SQL Server® 2005 Express
database.
Migration Guide About the BlackBerry Professional Software
3

The setup application runs a preinstallation tool that verifies that your environment meets the minimum system requirements
for the BlackBerry Professional Software. The tool displays the results of the analysis on the screen. It also writes the results
in the log files in the following location: <drive>:\Program Files\Research In Motion\Blackberry Enterprise Server\logs
\installer. The file names begin with DetectionLog_ .
If components of your existing BlackBerry small business solution, such as the BlackBerry Router or the BlackBerry
Attachment Service, are currently installed on separate computers, the components remain installed, but the BlackBerry
ProfessionalSoftwareignoresthemandusesthecomponentsthatthesetup application installs during themigrationprocess.
By default, the BlackBerry Professional Software uses the CAL key from your existing BlackBerry small business solution. If
you have a new CAL key, you can replace the existing CAL key after the installation.
For more information, see the BlackBerry Professional Software documentation at www.blackberry.com/go/serverdocs.
Migration Guide Migrating to the BlackBerry Professional Software
4

Migrate to the BlackBerry Professional Software 2
Note: You must restart your server during the installation process. The restart can take several minutes.
1. Log in to the host server for the BlackBerry® Professional Software using the account that you use to administer your
existing BlackBerry small business solution.
2. In the BlackBerry Professional Software installation media, double-click the setup.exe file.
3. Complete the instructions on the screen. Consider the following information:
• If you must resolve any issues that the preinstallation tool detects, click Cancel. You can restart the migration
after you resolve the issues.
•If you want to install a Microsoft® SQL Server® 2005 Express database on your server, click Local, and then type
the Microsoft SQL Server name, the database name, and the authentication type.
•If you want to connect to an existing local database, click Local, and then type the name or IP address of the host
computer for the existing database and the name of the existing database.
•If you want to connect to an existing remote database, click Remote, and then type the name or IP address of the
host computer for the existing database and the name of the existing database.
4. When you are prompted to restart your server, click Yes.
5. Log in to the host server for the BlackBerry Professional Software using the account that you use to administer your
existing BlackBerry small business solution. Wait for the setup application to restart.
6. Complete the instructions on the screen. Consider the following information:
•The BlackBerry Professional Software uses the CAL key from your existing BlackBerry small business solution. To
change the CAL key, type the new information in the CAL key field.
7. To complete the migration and start the BlackBerry Professional Software, click Start Services.
8. If a MAPI error displays, perform the following actions:
• On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > Edit MAPI Profile.
• Verify the Microsoft® Exchange server name and the Microsoft Exchange administrator mailbox.
• Click OK.
Migration Guide Migrate to the BlackBerry Professional Software
5

Troubleshooting the installation process 3
A third-party tool did not install successfully and the BlackBerry
Professional Software setup application closed
Possible solution
1. In the BlackBerry® Professional Software installation media, double-click the Tools folder.
2. Double-click the setup application file for the tool.
3. Complete the instructions on the screen.
4. Restart the BlackBerry Professional Software setup application.
Failed to write License key to the Database. Refer to the installation log
file for more information.
This message appears if you change the client access license (CAL) key for the BlackBerry® Enterprise Server - Small Business
Edition to the CAL key for the BlackBerry® Professional Software during the migration process. In addition, the BlackBerry
Professional Software does not install successfully.
Possible cause
By default, the setup application for the BlackBerry® Professional Software does not overwrite an existing CAL key during
the installation, migration, or upgrade process.
Possible solution
You must complete the installation using the existing CAL key for the BlackBerry® Enterprise Server - Small Business Edition.
After you complete the installation, you must change to the CAL key for the BlackBerry® Professional Software.
1. On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > BlackBerry Manager.
2. Click the Home tab.
3. In the Account section, click License Management.
4. Click Add License .
Previous version detected but no database available
This message might appear when you start the setup application. The setup application then closes.
Possible solution
Migration Guide Troubleshooting the installation process
7

The registry keys that identify the BlackBerry® Configuration Database must exist in the Registry Editor.
1. On the server that hosts the BlackBerry® Professional Software, on the taskbar, click Start > Run. Type regedit.
2. In the left pane, navigate to HKEY_LOCAL_MACHINE\Research In Motion\BlackBerry Enterprise Server\Database.
3. Right-click Database. Click New > String Value.
4. Create the following case-sensitive String values if they do not already exist:
•DatabaseName: Right-click the new value. Click Modify. Set the Value data to the name of the BlackBerry
Configuration Database.
•DatabaseServerMachineName: Right-click the new value. Click Modify. Set the Value data to the computer
name of the server that hosts the BlackBerry Configuration Database.
5. Restart the setup application.
The setup application prompts for access to the installation media for
Microsoft .NET Framework version 1.1
Possible cause
When the BlackBerry® Professional Software setup application installs Microsoft® .NET Framework version 1.1 SP1 on a
computer that hosts a previously installed version of Microsoft .NET Framework version 1.1, it prompts you for access to the
installation media for Microsoft .NET Framework version 1.1.
Possible solution
1. In the BlackBerry Professional Software installation media, double-click the Tools folder.
2. Double-click the netfx.msi file.
3. Complete the instructions on the screen.
The setup application did not prompt you to change or confirm the MAPI
profile
Possible solution
You can create and change the MAPI profile manually.
1. In the BlackBerry® Professional Software installation media, double-click the Tools folder.
2. Double-click the Fixmapisvc.exe file.
3. Verify that the mapisvc.inf file is installed at C:\winnt\system32 or C:\windows\system32.
4. On the taskbar, click Start > BlackBerry Professional Software > Edit MAPI Profile.
5. Type the Microsoft® Exchange Server name.
6. Click the Microsoft® Windows® account that is associated with the MAPI profile.
Migration Guide The setup application prompts for access to the installation media for Microsoft .NET Framework version 1.1
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7. Click OK.
Service failed to start, generating error 5305
Thiss message appears when you start the Microsoft® Windows® account that runs the BlackBerry® Professional
Software.
Possible cause Possible solution
TheMicrosoft®ExchangeInformationStoreservice was
notstarted on theMicrosoft Exchange Serverthat hosts
the mailbox for the Microsoft® Windows® account that
runs the BlackBerry Professional Software.
1. On the Microsoft Exchange Server, on the taskbar, click
Start > Administrative Tools > Services.
2. Right-click Microsoft Exchange Information Store.
3. Click Properties.
4. Click Start.
If a Messaging Application Programming Interface
(MAPI) profile was created using a profile wizard, this
message might appear for one of the following reasons:
• The profile wizard might return more than one
mailbox for the Microsoft Windows account that
runs the BlackBerry Professional Software.
•The Microsoft Exchange Server might not host the
mailbox for the administration account for the
BlackBerry Professional Software.
• The MAPI profile might be configured to use a
method of authentication other than NT Password
Authentication, which requires a user name,
domain, and password.
1. On the server that hosts the BlackBerry Professional
Software, on the taskbar, click Start > Programs >
BlackBerry Professional Software > BlackBerry Server
Configuration.
2. On the BlackBerry Server tab, click Edit MAPI Profile.
3. Type the Microsoft Exchange Server name.
4. Type the mailbox name of the Microsoft Windows account
that runs the BlackBerry Professional Software.
5. Click OK.
The security settings in the MAPI properties are
configured to prompt for a password, but Distributed
Password Authentication is configured.
Change the MAPI authentication method to Windows NT
Password Authentication.
1. On the server that hosts the BlackBerry Professional
Software, on the taskbar, click Start > Programs >
BlackBerry Professional Software > BlackBerry Server
Configuration.
Migration Guide Service failed to start, generating error 5305
9

Possible cause Possible solution
2. On the BlackBerry Server tab, click Edit MAPI Profile.
3. On the Advanced tab, in the Logon network security
drop-down list, click NT Password Authentication.
4. Click Apply.
The Microsoft Windows account that is used to run the
BlackBerry Professional Software was deleted.
Restore the Microsoft Windows account from a backup file, or
create a new account. For more information about how to create
a new account, see the BlackBerry Professional Software
Getting Started Guide.
The Microsoft Windows account that is used to run the
BlackBerry Professional Software was migrated to a
new server, and its location was not updated through
directory replication.
1. On the server that hosts the BlackBerry Professional
Software, on the taskbar, click Start > Run.
2. Type cd\Program Files\Research In Motion
\BlackBerry Enterprise Server\Utility
3. Type handheldcleanup.exe -u
4. In the ProfileName drop-down list, click
BlackBerryServer.
5. Click OK.
6. At the command prompt, type the name of the server that
hosts the BlackBerry Professional Software as the name
appears on the Home tab of the BlackBerry Manager.
7. To exit from the command prompt window, type exit.
8. In the Microsoft Windows Services panel, restart the
BlackBerry services.
Microsoft® Outlook® is installed on the server that
hosts the BlackBerry Professional Software.
1. Remove Microsoft Outlook from the host server.
2. Install or re-apply Microsoft Exchange Administration 4.5
Service Pack 4 or the Microsoft Exchange System
Management Tools for Microsoft Exchange 2000 or
Microsoft Exchange 2003.
TheServerRoutingProtocol(SRP)identifierisnotlisted
in Exchange 5.5 Administrator > Configuration >
BlackBerry Servers > System Info.
Uninstall and then re-install the BlackBerry Professional
Software using the same configuration information that you
used in the original installation.
Migration Guide Service failed to start, generating error 5305
10

Possible cause Possible solution
Do not click the Remove Server button at BlackBerry Servers.
Removing the server eliminates any possibility of restoring
existing user accounts that are serviced by the BlackBerry
Professional Software.
In a Microsoft Exchange 2000 or Microsoft Exchange
2003 environment, this message might appear for one
of the following reasons:
• permissions for the Microsoft Windows account
that is used to run the BlackBerry Professional
Softwareare not correctly specified or are missing
•MAPI profile for the Microsoft Windows account is
incorrect or is not specified
1. Grant all required permissions to the Microsoft Windows
account that is used to run the BlackBerry Professional
Software. For more information, see the BlackBerry
Professional Software Getting Started Guide.
2. When you are prompted for the MAPI profile name, type
the MAPIProfile name that is in the registry at
HKEY_CURRENT_USER/Software/Research In Motion/
BlackBerry Enterprise Server/Management.
The Microsoft Exchange Server was upgraded to
Microsoft Windows 2003 with Microsoft
Exchange2003, but the BlackBerry Professional
Software is installed on a computer that is running
Microsoft Windows Server 2000 and Microsoft
Exchange 2000 System Manager.
1. Install Microsoft Exchange 2003 System Manager on the
server that hosts the BlackBerry Professional Software.
2. On the server that hosts the BlackBerry Professional
Software, on the taskbar, click Start > Programs >
BlackBerry Professional Software > BlackBerry Server
Configuration.
3. On the BlackBerry Server tab, click Edit MAPI Profile.
4. Type the Microsoft Exchange Server name.
5. In the Mailbox field, type the name of the Microsoft
Windows account that is used to run the BlackBerry
Professional Software.
6. Click Apply.
The Microsoft Windows account that is used to run the
BlackBerry Professional Software does not have access
to the Global Address List or if the account is not visible
in the Global Address List.
This is typical in hosted environments, in which the
Global Address List is isolated for each organization
that uses the hosted services.
1. Make the Microsoft Windows account that is used to run
the BlackBerry Professional Software visible in the Global
Address List.
2. Grant the account unrestricted access to the Global
Address List so that it can resolve its own mailbox location
and those of all BlackBerry device users, regardless of the
organization they belong to.
Migration Guide Service failed to start, generating error 5305
11

Possible cause Possible solution
The Microsoft Windows account that is used to run the
BlackBerry Professional Software is corrupted and
cannot access mailboxes for BlackBerry device users.
Re-create the Microsoft Windows account that is used to run the
BlackBerry Professional Software, and grant the account all
required permissions. For more information about how to create
a new account, see the BlackBerry Professional Software
Getting Started Guide.
A Public Folder storage group and database were not
created during the installation of Microsoft Exchange
2007 Server.
Create a Public Folder storage group and database on
theMicrosoft Exchange 2007 Server. For more information, see
the BlackBerry Professional Software Getting Started Guide.
BlackBerry Router and BlackBerry Dispatcher do not install during the
migration or upgrade process
When you migrate or upgrade to the BlackBerry® Professional Software from BlackBerry® Enterprise Server - Small Business
Edition or BlackBerry Enterprise Server Express, the BlackBerry Router and BlackBerry Dispatcher do not install, and the
BlackBerry Professional Software does not run.
The log files for the setup application do not display any error messages for the migration or upgrade process.
Possible solution
Remove and then re-install the BlackBerry Professional Software.
When you re-install the BlackBerry Professional Software, you must specify both the name of the Microsoft® SQL Server®
that hosts your existing BlackBerry Configuration Database and the name of the original database (the default name is
BESMgmt).
To point your database to the correct Microsoft SQL Server and database name, at the Database Settings step of the
migration or upgrade process, consider the following information:
• In the Database Location section, specify whether your existing BlackBerry Configuration Database is running on a
locally hosted Microsoft SQL Server or on a remote server.
• In the Database Information section, type either the computer name or the IP address of the Microsoft SQL Server.
• In the Database Information section, type the name of the existing database.
•In the Database authentication section, select the authentication type for your existing database. If you are installing
a new database, select Windows (trusted) authentication.
Migration Guide BlackBerry Router and BlackBerry Dispatcher do not install during the migration or upgrade process
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I am experiencing an issue after I install the BlackBerry Professional
Software on the Windows Small Business Server
Possible cause
After you install the BlackBerry® Professional Software on the Windows® Small Business Server, the BlackBerry Controller
might not be able to start the BlackBerry Messaging Agent.
As a result, you might experience any of the following issues:
• You cannot activate user accounts.
• A "Pending delete" message appears when you try to add a user account.
•TheBlackBerryProfessionalSoftwareappearsto beunavailableforprocessesthatdirectlyuse theBlackBerryMessaging
Agent.
• The BlackBerry Messaging Agent does not create log files.
Possible solution
For more information about possible causes and solutions for these issues, visit www.blackberry.com/support to read article
KB04646.
Microsoft Outlook Web Access no longer works after I install the
BlackBerry Professional Software
Possible cause
In a Microsoft® Exchange 2007 environment, Microsoft® Outlook® Web Access requires Microsoft .NET Framework version
2.0. The setup application for the BlackBerry® Professional Software automatically installs Microsoft® .NET Framework
version 1.1, which can overwrite an existing installation of Microsoft .NET Framework version 2.0.
As a result, users might receive a "Service Unavailable" message when they try to use Microsoft Outlook Web Access 2007.
Possible solution
Restore Microsoft .NET Framework version 2.0. For more information, visit www.blackberry.com/support to read article
KB15040.
Migration Guide I am experiencing an issue after I install the BlackBerry Professional Software on the Windows Small Business
Server
13

Adding user accounts 4
You create and manage user accounts for the BlackBerry® Professional Software using the BlackBerry Manager.
In the BlackBerry Manager, you can use the Add New Users Wizard to create each user account, or you can create each user
account manually. For information about creating a user account manually, see the BlackBerry Professional Software
Administration Guide.
Preconfigured IT policies in the BlackBerry Professional Software
The BlackBerry® Professional Software provides preconfigured IT policies that you can apply when you set up a user account.
You can configure additional IT policy rules in these IT policies or change any settings that are shown in the following table.
IT policy rule Default IT
policy
Basic
password
security IT
policy
Medium
password
security IT
policy
Medium
password
security
(disallow
application
download) IT
policy
Advanced
securityITpolicy
Advanced
security
(disallow
application
downloads) IT
policy
Device-Only Items
Password
Required
False True True True True True
User Can
Disable
Password
True False False False False False
Maximum
Security Timeout
— 30 min. 10 min. 10 min. 10 min. 10 min.
Maximum
Password Age
— 60 days 30 days 30 days 30 days 30 days
Password
Pattern Checks
0 0 at least 1 alpha
and 1 numeric
character
at least 1 alpha
and 1 numeric
character
at least 1 alpha
and 1 numeric
character
at least 1 alpha
and 1 numeric
character
Enable Long-
term Timeout
— — True True True True
Migration Guide Adding user accounts
15

IT policy rule Default IT
policy
Basic
password
security IT
policy
Medium
password
security IT
policy
Medium
password
security
(disallow
application
download) IT
policy
Advanced
securityITpolicy
Advanced
security
(disallow
application
downloads) IT
policy
Password policy group
Maximum
Password
History
— — 6 6 6 6
Security policy group
Disallow Third
Party
Application
Download
False False False True False True
Force Lock When
Holstered
False False True True True True
Content
Protection
Strength
— — — — Strong Strong
Disable USB
Mass Storage
False False False False True True
External File
System
Encryption level
0 — — — Encrypt to user
password
(excluding
multimedia
directories)
—
Bluetooth policy group
Disable Serial
Port Profile
False False False False True True
Disable
Discoverable
Mode
False False True True True True
Migration Guide Preconfigured IT policies in the BlackBerry Professional Software
16

IT policy rule Default IT
policy
Basic
password
security IT
policy
Medium
password
security IT
policy
Medium
password
security
(disallow
application
download) IT
policy
Advanced
securityITpolicy
Advanced
security
(disallow
application
downloads) IT
policy
Disable Address
Book Transfer
False False False False True True
Disable File
Transfer
False False False False True True
Require LED
Connection
Indicator
False False False False True True
WLAN policy group
WLAN Allow
Handheld
Changes
True False False False False False
Add a user account
You must set up user accounts on your messaging server before you set up user accounts in the BlackBerry® Professional
Software.
When you create a user account, you can assign an IT policy to control settings for the account. You can select one of the
preconfigured IT policies, or create your own and select it. For more information about the IT policy rule settings, see the
Policy Reference Guide.
1. On the server that hosts the BlackBerry Professional Software, on the taskbar, click Start > BlackBerry Manager.
2. In the BlackBerry Manager, click the Home tab.
3. In the Account section, click Add New Users Wizard.
4. In the user list, click the name of the user whose BlackBerry Professional Software user account you want to create.
5. Click Select.
6. Click OK.
7. On the Select IT policy screen, specify the IT policy setting for the user account.
8. On the Device Deployment screen, specify how to activate the BlackBerry device.
Migration Guide Add a user account
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9. Click Done.
Migration Guide Add a user account
18