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Blackberry 4.1.4 manual

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  • Page 1

    BlackBerry En terprise Serv er for Micr osoft Exchange V ersion 4. 1 . 4 Upgrade Guide[...]

  • Page 2

    BlackBerry En terprise Server Ve rsion 4. 1 . 4 for Microsoft Exchange Upgrade Guide Last modified: 25 June 20 0 7 Document ID: 12 654 300 Version 4 At the time of publication, this documen tation is based on Bl ackBerry Enterprise Serv er Vers ion 4. 1 . 4 for Microsoft Exchange. Send us your comments on product documen tation : h ttps://www .blac[...]

  • Page 3

    warranty or guaran tee whatsoever in r elation to the Thir d-Party Information and RIM assumes no liabili ty whatsoev er in relation to the Third- Party Information even if RIM has been advised of the poss ibility of such damages or ca n anticipa te such damages. Published in Canada Resear ch In Motion Limited 29 5 Phillip Str ee t Wate rl oo, O N [...]

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    [...]

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    Contents 1 Planning to upgrade yo ur BlackBerr y environment ... ............ ........... ............ ............. .......... ............. ..... ........ 9 Upgrading to BlackBerry Ente rprise Server Version 4.1.4 .......................................... ...................... ........ .. 9 Confirm the version from which you are upgrading . ...[...]

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    Checklist: BlackBerry MDS Connection Serv ice system requirements ............................. .............. 29 Checklist: BlackBerry Collaboration Servic e system requirements .............................. ................... 30 3 Preparing your Bla ckBerry Enterprise Serv er environment for upg rade.......... ............ ............... .....[...]

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    Checklist: Confirm the installation requiremen ts on the new computer ................. ...................... ........49 Install the BlackBerry Enterpri se Server Version 4.1.4 on a new computer ................................... ........ 50 Migrate the user accounts ......................... ..................... ............................ ...[...]

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    Add the BlackBerry Device Software to th e network drive ...................... ........................... ..............64 Create a software configuration ....... ..................... ...................... ........................... ................... ... ........ 64 Assign a software configuration to a user (optional) .......................[...]

  • Page 9

    1 Planning to upgrade y our BlackBerry en vir onmen t Upgrading to BlackBerry En terprise Server V ersion 4. 1 . 4 When you upgrade to BlackB erry® Enterprise Server V ers ion 4. 1 . 4, the changes to your BlackBerry envir onment depend on the version fr om which you are upgrading. Confirm the version fr om which you ar e upgrading 1 . On the task[...]

  • Page 10

    10 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Changes to the BlackBerry En terpri se Serv er Version 3. 6 en vironmen t When you upgrade fr om BlackBerry Ente rprise Serv er V ersion 3. 6, the follo wing changes occur: • upda tes to the BlackBerry Enterprise Se rv er software • consolida tion of BlackBerry Enterprise Serv[...]

  • Page 11

    11 1: Planning t o upgrade yo ur BlackB erry environment Choosing a BlackBerry En terprise Server upgrade option Upgrade option Description Advantages Disadvantages User impact Upgrade the BlackBerry Enterprise Server using an in-place process. The in-place u pgrade process installs BlackBerry Enterprise Server Version 4.1.4 over the existing versi[...]

  • Page 12

    12 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Upgrade the BlackBerry Enterprise Server using a cutover process. The cutover up grade process installs BlackBerry Enterprise Server Version 4.1.4 on a new comput er and migrates user accounts and server information from the old BlackBerry Enterprise Server to the n ew one. After [...]

  • Page 13

    13 1: Planning t o upgrade yo ur BlackB erry environment Upgrading to BlackBerry Devi ce Softwar e V ersion 4. 1 and la ter When you upgrade the BlackBer ry Enterprise Server y ou might also wan t to u pgrade the BlackBerry Device Software so tha t users can use the BlackBerry Enterprise Server V ers ion 4. 1 . 4 featur es. Y ou are not requir ed t[...]

  • Page 14

    14 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Upgrade the BlackBerry Device Softwa re at a central computer or kiosk. This upgrade process uses software configurations to help control the BlackBerry Device Software upgrade process for each BlackBerry device at a central administration compu ter or kiosk . This upgrade process[...]

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    15 1: Planning t o upgrade yo ur BlackB erry environment Addi tional upgrade resour ces The following upgrade options migh t apply to your BlackB erry envir onment. Use the resour ce s listed in the following table to plan and perform the upgra de . Upgrade option Description Resource Move the BlackB erry Configuration Database to a different datab[...]

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    16 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide[...]

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    2 System r equir emen ts H a rd w a re re q u i re m e n t s Visit www .blackberry .com/knowledgecenterpublic to read the BlackBerry Enterprise Server Version 4. 1 for Micr osoft Exchange Serve r Capaci ty Calculator and the BlackBerry En terprise Serv er Version 4. 1 for Micr osoft Exchange Perf ormance Benchmarkin g fo r m o re i n f or m at i o [...]

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    18 BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide Checklist: Opera ting sy st em requir ements Note : You must install the most current serv ice pack for each Microsoft product. Considerations Install one of the following operating system s on the computer on which you pla n to install the BlackBerry Enterprise Serve[...]

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    19 2: System requirements Checklist: Messaging and collabora ti on server softwar e r equir emen ts Checklist: Security support r equir ements Warning : Do not install Microsoft® Outlook ® on the same comput er as the BlackBerry Enterprise Server. Visit www .support.microsoft.com/kb/2 66418 for more information. Considerations Install one of the [...]

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    20 BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide Checklist: Multilanguage support r equir ements Checklist: Virtual machine support r equiremen ts Checklist: Additional softwar e r equir ements System r equir emen ts for yo ur corpora te en vironmen t Y ou must confirm that se ttings in your network, mess aging and [...]

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    21 2: System requirements Checklist: Ne twork en vironmen t settings Checklist: Messaging and collabora tion envir onment se ttings Checklist: Instan t messaging en vironmen t settings Considerations Verify that the BlackBerry Enterprise Serv er is physically close to the messaging serv ers. Use a high-speed switched connection between the BlackBer[...]

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    22 BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide Checklist: T erminal service se ttings Checklist: Da tabase envir onment se ttings If your instant messaging environment supp orts Microsoft Office Communicator, you must download and install the following hotfixes to support the AJAX Serv ice: • visit www .support.[...]

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    23 2: System requirements System r equir emen ts for r emote componen ts If you plan to install BlackBerry co mponen ts on remote computers, you mu st confirm tha t those computers meet the system requir ements. You must manage the BlackBerry Configura tion Database using a Bl ackBerry Manager that is config ured to suppor t the database management[...]

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    24 BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide Checklist: BlackBerry MD S Se rvices system requir emen ts Checklist: BlackBerry Collaboration Service system requirements This checklist describes the software and settings that are required on the computer on which you plan to install the BlackBerry Collaboration Se[...]

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    25 2: System requirements Checklist: BlackBerry En terprise Serv er wi th the BlackBerry MD S Services system r equir ements System requirement Considerations operat ing system Install one of the following operating systems on the co mputer on which you plan to install the BlackBerry Enterprise Server with BlackBerry MDS Services: • Microsoft Win[...]

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    26 BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide messagi ng and collaboration server software Install one of the following Microsoft Exchange administ ration tools on the computer on which you plan to install the BlackBerry Enterprise Se rver with BlackBerry MDS Services: • Microsoft Exchange Version 5.5 Administr[...]

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    27 2: System requirements Checklist: BlackBerry Attachme n t Service system requir emen ts additiona l software If you run a USB hub to impl ement BlackBerry devices that are conn ected to the BlackBerry Manager, verify tha t the USB driver supports USB1.1-complia nt hubs. Install Adobe Acrobat Reader Version 3.0 or la ter so that you can view the [...]

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    28 BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide Checklist: BlackBerry Manager system r equiremen ts System requirement Considerations operat ing system Install one of the following operating systems on the co mputer on which you plan to install the BlackBerry Manager: • Microsoft Windows 2000 (Professional, Serve[...]

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    29 2: System requirements Checklist: BlackBerry R o uter system r equiremen ts Checklist: BlackBerry MD S Connection Service system r equir ements System requirement Considerations operat ing system Install one of the following operating systems on the co mputer on which you plan to install the BlackBerry Router: • Microsoft Windows 2000 (Server [...]

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    30 BlackBerry Enterprise Server for Microsoft Exchange Upgrade GuideUpgrade Guide Checklist: BlackBerry Collabora tion Service system requir emen ts System requirement Considerations operat ing system Install one of the following operating systems on the co mputer on which you plan to install the BlackBerry Collaboration Service: • Microsoft Wind[...]

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    3 P r eparing y our BlackBerry En terprise Server en vir onmen t for upgrade P r eparing to upgrade fr om BlackBerry En terprise Serv er V ersion 3. 5.2 and earlier Y ou can up grade from ei the r BlackBerry Enterprise Server Version 3. 5.2 or V ers ion 2. 1 .5. When you upgrade from these versions, y o u migra te the BlackBerry Enterprise Se rver [...]

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    32 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide P erform system main tenance Perform system main tenance to help minimize the upgrade time and to help promote an unin terrupted upgrade and user migra tion. > Remo ve inactive user accoun ts from th e BlackB erry En terprise Server . See the BlackBerr y Enterp rise Ser ver for[...]

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    33 3: Preparing your BlackBerry Enterp rise Server environment for upgrade Back up system informa tion > Perform the follo wing actions: Synchr onize BlackBerry device capabili ties When users connect their BlackBerry devices to the BlackBerry Desktop Manager, the BlackBerry Desktop Manager writes whe t her the BlackBerry device is capable of wi[...]

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    34 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide If you wan t wir eless synchroniza tion to occur automatica lly a fter the upgrade process completes, y ou must also instruct users to synchroniz e their BlackBerry device capabilities before y ou upgrade the BlackBerry Enterprise Server . Se e “Synchroniz e BlackB erry device c[...]

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    35 3: Preparing your BlackBerry Enterp rise Server environment for upgrade Back up system informa tion > Perform the follo wing actions: P r epare to consolida te multiple instances of the BlackBerry Enterprise Serv er When you upgrade multiple instances of the BlackBerry En terprise Server, the se tup pr ogram mak es the name of the primary ins[...]

  • Page 36

    36 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide > Perform an y of the following actions: P r eview the user migration Y ou can test the user migration by runnin g the BES M igra ti on to ol in preview mode on a copy of the BlackBerry Configura tion Da tabase . You must upgrade the BlackBerry Configura tion Database to V ersi[...]

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    37 3: Preparing your BlackBerry Enterp rise Server environment for upgrade Migrating the user accounts from multiple instances If you ar e previewing the user migra tion from a BlackBerry En terprise Serv er tha t us es multiple instances, you must use the same definitions for the n ew BlackBerry En terprise Serv er tha t the setup pr ogram uses wh[...]

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    38 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide 2. Perform the follo wing actions: 3. At the command pr ompt, swi tch to the Tools folder in the BlackBerry Enterp rise Server installa tion media. 4. Type bes migration.e xe. Action Procedure Define settings for the BlackBerry Configuration Database. 1 . Open the BESMgmt.cfg file[...]

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    39 3: Preparing your BlackBerry Enterp rise Server environment for upgrade 5. Type any of the follo wi ng parameters , in the or de r in which they appear: For example , to preview the us er migra tion from a B lac kBerry En terprise Server insta nce named BES0 2 to a BlackBerry En terprise Server named BES01 , using a MAPI pr ofile named BESAdmin,[...]

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    40 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Synchr onize BlackBerry device capabili ties When users connect their BlackBerry devices to the BlackBerry Desktop Manager, the BlackBerry Desktop Manager writes whe t her the BlackBerry device is capable of wireless synchr onization in to the user’ s mailbox. When the BlackBerr[...]

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    41 3: Preparing your BlackBerry Enterp rise Server environment for upgrade Back up system informa tion > Perform the follo wing actions: Back up the BlackBerry Configura tion Database If your da tabase env iro nment i s Micr osoft SQL Serv er, use the backup and r estore tools pr ovided by Micr osoft. If your da tabase envir onment is MSDE 2 000[...]

  • Page 42

    42 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide[...]

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    4 Configuring y our en vir onmen t Configuring Micr osoft Exchange to support wir eless calendar synchr oniza t ion The BlackBerry Enterprise Server uses Micr osoft E xchan ge System Manager tools to support wir eless calendar synchr oniza tion wi th the Micr os oft Exchange messaging serv er . The version of the Micr osoft Exchange System Manager [...]

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    44 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide If you cr eate the Bla ckBerry Configura tion Database on the same computer a s the Blac kBerry Ent erprise Server, you also install a custom ev ent-based notifica tion system that is designed to r educe the number of database queries made by the BlackBerry Ent erp rise Server to [...]

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    5 Upgrading the BlackBerry En terprise Serv er using an in-place pr ocess Checklist: Confirm the upgrade r equir emen ts Use the following checklist to confirm tha t you ar e r eady to start the upgrade : Checklist: Confirm the upgrade r equir emen ts Upgrade the BlackBerry Enterprise Serv er Impro ve the startup performance of the BlackBerry Enter[...]

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    46 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Upgrade the BlackBerry En terprise Server 1 . Log in to your computer usi ng the BESAdmin service accoun t. 2. Double-click the setup.exe file . 3. Comple te the instructions on the screen. 4. When pr ompted to r estart the computer, click Yes . 5. Log in using the same account th[...]

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    47 5: Upgrading the BlackBerry Enterprise Server using an in-place process T r oubleshooting the BlackBerry En terprise Server upgrade pr ocess R esolving issues during the upgrade pr ocess Symptom Possible s olution You encounter errors when pr eviewing the user migration. 1 . Browse to the location that you specified for the migration log file. 2[...]

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    48 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide R esolving issues a fter the upgrade process When you start the setup prog ram, the message “Previo us version detected but no database ava ilable” appears and the setup program ends. Verify that the registry keys identi fying your BlackBerry Configuration Database are present[...]

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    6 Upgrading the BlackBerry En terprise Serv er using a cuto ver pr ocess Checklist: Confirm the upgrade pr epara tion on the existing BlackBerry En terprise Servers Checklist: Confirm the installa ti on r equir emen ts on the new computer Checklist: Confirm the upgrade pr epara tion on the exist ing Bl ackBerry En terprise Servers Checklist: Confir[...]

  • Page 50

    50 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Install the BlackBerry En terprise Server V ersion 4. 1 . 4 on a new computer When y ou install the new BlackBerr y En terprise Serv er, use the same name and the s ame SRP cr eden tials as one of the BlackBerry Enterprise Servers th a t y ou plan to r e place . In a Version 3. 6 [...]

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    51 6: Upgrading the BlackBerry Enterprise Server using a cutover process 3. Type an y of the followi ng parame ters, in the ord e r in which they appear: For example , to migrate users fr om a BlackBerry En terpri se Serv er instance named BES0 2 to the new BlackBerry En terprise Server named BES01 using a MA PI pr ofile named BESAdmin, wi th a dat[...]

  • Page 52

    52 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Impr ov e the startup performance of the BlackBerry En terprise Server After some BlackBerry Enterp rise Server upgrades, new service books ar e sent to ev ery BlackBerry device . Sending all the new service books a t once can result in sl ow startup times. T o improv e startup pe[...]

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    53 6: Upgrading the BlackBerry Enterprise Server using a cutover process When you start the setup prog ram, the message “Previo us version detected but no database ava ilable” appears and the setup program ends. Verify that the registry keys iden tifying the BlackBerry Configuration Database are present. 1 . On the comp uter on wh ich you plan [...]

  • Page 54

    54 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide R esolving issues a fter the upgrade R e turning user accounts to their pr evious BlackBerry Enterprise Serv er version Y ou can re turn user accounts to their pr evious BlackBerry Enterprise Server version, but you hav e a limited amoun t of time in which to do so . After users c[...]

  • Page 55

    7 Upgrading the BlackBerry En terprise Serv er using a phased pr ocess Phased upgrades Y ou can up grade your BlackBerry Enterprise Servers to V ersion 4. 1 . 4 in phases while maintaining BlackBerry Enterprise Servers a t versions earlier than 4. 1 . 4. When you upgrade your BlackBerry envir o nment gradually , y ou must use differ ent a dministra[...]

  • Page 56

    56 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide In a mixed-version envir onment tha t includes BlackBerry Enterpr ise Serv er V ersion 3. 6 and earlier and BlackBer ry Enterprise Server V ers ion 4. 0 or later, the BlackBerry Mobile D ata Se r vi ce p us h s e rve r mu s t b e Ve r si on 4 . 0 o r l ate r . The BlackBerry Enter[...]

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    57 7: Upgrading the BlackBerry Enterpri se Server using a phased process Sample un supported mixed- versi on en vir onment New featur es in the BlackBerry Enterp rise Serv er Version 4. 1 .2 or la ter—fo r exam ple , one-to-many r elationships betw een a BlackBerry MD S Connection Service or a Blac kBerry Collabora tion Servic e and multiple Blac[...]

  • Page 58

    58 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Before y ou upgrade to BlackBerry Enterp rise Server Version 4. 1 . 4, make sure tha t all BlackBerry Enterprise Servers in your en vironmen t that shar e a BlackBerry Configura tion Database ar e Version 4. 0 .3 or higher . Certain components in earlier v ersions of the BlackBerr[...]

  • Page 59

    59 7: Upgrading the BlackBerry Enterpri se Server using a phased process Example 2: Upgrade BlackBerry En terprise Servers a t V ersion 4. 0 and earlier using a phased pr ocess The following tasks sho w how to upgrade sev eral BlackB erry Enterprise Servers a t V ersion 4. 0 and earlier including the optional cr ea tion of a new BlackBerry Configur[...]

  • Page 60

    60 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Upgrade the BlackBerry En terprise Serv er a t V ersion 4. 0 and earlier and k eep the existing BlackBerry Configura tion Database 1 . Crea te a new BlackBerry Enterprise Server V ersion 4. 1 . 4 and upgrade th e BlackBerry Configura tion Database to Version 4. 1 . 4. 2. Upgrade t[...]

  • Page 61

    8 Upgrading BlackBerry Device Softwar e Enabling users to upgrade the BlackBerry Device Softwar e a t their computers Use this upgrade method to pr ovide a link to the BlackB erry Device Softwar e on a shared ne twork drive . When a BlackBerry device user clicks the li nk, the BlackBerry Applica tion Loader searches the ne twork drive for the Black[...]

  • Page 62

    62 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide 3. On the network driv e, double-click the .exe file . 4. Complete the installa tion. 5. Verify tha t the files ar e in <drive:> Pr ogram FilesCommon FilesR esearch In MotionShar edLoader Files. Confirm tha t the BlackBerry Applicatio n Loader V ersion 4. 1 appears in [...]

  • Page 63

    63 8: Upgrading BlackBerry Device Software 2. Copy the BlackBerry Desktop Software installa tion files to a network driv e . 3. If applicable , extract the BlackBer ry Desktop Software files fr om the .exe file to the network drive . 4. On the network driv e, open the setup.ini file . 5. At the bottom of the setup.ini file, type [INSTALL_OPTIONS] .[...]

  • Page 64

    64 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Confirm tha t the BlackBerry Devi ce Software upgrade is successful > Perform one of the follo wing actions: Upgrading the BlackBerry Device Softwar e a t a central computer or kiosk Use this upgrade method to define a soft war e configura tion for BlackBerry devices in your or[...]

  • Page 65

    65 8: Upgrading BlackBerry Device Software 4. In the Device Software Location field, cli ck the Change button. 5. Bro wse to the network loc a tion in which you installed the BlackB erry Device Softwar e. 6. I n t h e Application Na me list, select the check box beside the BlackB erry device seri es for which to upgrade the BlackBerry Device Softwa[...]

  • Page 66

    66 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Confirm tha t the upgrade is successful > Perform one of the follo wing actions: Sending the BlackBerry Device Softwar e upgrade to user computers Use this upgrade option to push the BlackBerry De sktop Software and t he Blac kBerry Device Software installa tion package to the [...]

  • Page 67

    67 8: Upgrading BlackBerry Device Software 5. At the bottom of the setup.ini file, type [INSTALL_OPTIONS] . 6. U s e t h e install.txt file , which is included with the BlackBerry Desktop Softwar e, as a r efere nce to configur e the installati on settings. 7. S a v e t h e setup.ini file . Add the BlackBerry Device Softwar e installation files to [...]

  • Page 68

    68 BlackBerry Enterprise Server for Microsoft Exchange Upgrade Guide Confirm tha t BlackBerry Device Software upgrade was successful > Perform one of the follo wing actions: T r oubleshooting the BlackBerry device upgrade R esolving issues during the upgrade Actio n Procedure Confirm the upgrade for users who are running th e BlackBer ry Device [...]

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    ©2 00 7 Resear ch In Motion Limi ted Published in Canada.[...]