Blackbe;rry PROFESSIONAL SOFTWARE FOR MICROSOFT EXCHANGE Installation and operation manual

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

SWD-356206-0912100551-001

Contents
1Upgrading 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
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
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
6Performing 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
7Performing 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
........................................................................................................................................................................................................ 37
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

Upgrading from the BlackBerry Professional Software to
the BlackBerry Enterprise Server 1
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® Plug-
in 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 • Microsoft® SQL Server®
• Microsoft® SQL Server® 2005
Express
• MSDE 2000
• Microsoft SQL Server
• Microsoft SQL Server 2005
Express (not supported by the
BlackBerry® MDS Integration
Service)
• MSDE 2000
installationpossibleonmessagingserver yes no
support for remote components no yes
BlackBerry MDS Runtime Application
support
no yes
support for collaboration clients no yes
BlackBerry Manager highlights the tasks that administrators
in smaller organizations most
frequently perform
full enterprise administration
number of users maximum of 30 users limited only by the scalability of the
system configuration
users Add Users wizard add users manually
Upgrade Guide Upgrading from the BlackBerry Professional Software to the BlackBerry Enterprise Server
5

Feature BlackBerry Professional Software BlackBerry Enterprise Server
groups user administration only group administration or user
administration
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
Hardware Scenario
host server The BlackBerry® Professional Software must be installed on the computer where you plan
to install the BlackBerry® Enterprise Server software.
• 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
hoststhemessagingserver,youmustfirstinstallthe 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.
database • 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 Host server and database upgrade scenarios
6

Hardware Scenario
•If the BlackBerry Configuration Database is currently installed on a computer that is
separate from the messaging server, you can configure the connection to the
BlackBerry Configuration Database during the BlackBerry Enterprise Server upgrade
process.
• If you are adding a large number of users, or if you expect a significant increase in
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.
For information about moving the BlackBerry Configuration Database, visit
www.blackberry.com/support to read article KB03112.
Upgrade Guide Host server and database upgrade scenarios
7