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BlackBerry AtHoc Networked Crisis Communication BBM Enterprise Alerts Installation and Administration Guide Version 1.0, September 2018

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Page 1: BlackBerry BBM Enterprise Alerts Installation and ... 2: Product requirements This section describes the hardware, software, and network requirements for the BBM Enterprise Alerts

BlackBerry AtHoc Networked Crisis Communication

BBM Enterprise Alerts Installation andAdministration GuideVersion 1.0, September 2018

Page 2: BlackBerry BBM Enterprise Alerts Installation and ... 2: Product requirements This section describes the hardware, software, and network requirements for the BBM Enterprise Alerts

Copyright © 2018 BlackBerry Limited. All Rights Reserved.

This document may not be copied, disclosed, transferred, or modified without the prior written consent of BlackBerry Limited. While all content is believed to be correct at the time of publication, it is provided as general purpose information. The content is subject to change without notice and is provided “as is” and with no expressed or implied warranties whatsoever, including, but not limited to, a warranty for accuracy made by BlackBerry Limited. The software described in this document is provided under written license only, contains valuable trade secrets and proprietary information, and is protected by the copyright laws of the United States and other countries. Unauthorized use of software or its documentation can result in civil damages and criminal prosecution.

TrademarksTrademarks, including but not limited to ATHOC, EMBLEM Design, ATHOC & Design and the PURPLE GLOBE Design are the trademarks or registered trademarks of BlackBerry Limited, its subsidiaries and/or affiliates, used under license, and the exclusive rights to such trademarks are expressly reserved. All other trademarks are the property of their respective owners. Users are not permitted to use these marks without the prior written consent of AtHoc or such third party which may own the mark.

This product includes software developed by Microsoft (http://www.microsoft.com).

This product includes software developed by Intel (http://www.intel.com).

This product includes software developed by BroadCom (http://www.broadcom.com).

All other trademarks mentioned in this document are the property of their respective owners.

PatentsThis product includes technology protected under patents and pending patents.

BlackBerry Solution License Agreementhttps://us.blackberry.com/legal/blackberry-solution-license-agreement

Contact InformationBlackBerry Limited

2988 Campus Drive, Suite 100

San Mateo, CA 94403

Tel: 1-650-685-3000

Email: [email protected]

Web: http://www.athoc.com

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Table of ContentsCHAPTER 1: OVERVIEW 1

What is BBM Enterprise Alerts? 1Share critical safety information during a crisis 1

CHAPTER 2: PRODUCT REQUIREMENTS 2Hardware requirements 2Software requirements 2Network requirements 3

CHAPTER 3: INSTALL AND SETUP BBM ENTERPRISE ALERTS 4Installation prerequisites 4Install the BBM Enterprise Alerts plug-in files 4Install the certificate file 5Verify the plug-in installation 6Set up the organization account 6Create the organization account 6Create a user 7Add the user to the account 8Configure the BBM Enterprise Alerts plug-in for NDS 9Configure the BBM Enterprise Alerts plug-in settings 10Customize the BBM Enterprise Alerts configuration for each account 11Test the configuration 13

CHAPTER 4: CONFIGURE THE BLACKBERRY MESSENGER GATEWAY IN BLACKBERRY ATHOC 15

Enable the BlackBerry Messenger gateway on BlackBerry AtHoc application server 15Configure the BlackBerry Messenger delivery gateway 16Create users in the BlackBerry AtHoc management system 16Create and publish a BBM Enterprise Alerts alert template 19

CHAPTER 5: BLACKBERRY ATHOC CUSTOMER PORTAL 22APPENDIX A: TOOLS FOR MONITORING AND TROUBLESHOOTING BBM ENTERPRISE ALERTS 23

Tracking the life cycle of delivery tasks 23BlackBerry AtHoc health monitor 23BlackBerry AtHoc log files 24

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Chapter 1: OverviewThe BBM Enterprise Alerts plug-in works with the Notification Delivery Service (NDS) to provide crisis communication through BBM-E experiences for BBM Enterprise. The NDS is a dedicated server that processes and delivers alert messages from the NDS host service plug-ins.

See the BlackBerry AtHoc NDS Installation and Upgrade Guide for information on requirements, installation, and basic configuration for the Notification Delivery Service.

What is BBM Enterprise Alerts?With BBM Enterprise Alerts, BBM Enterprise users can use BBM-E as the main experience for all organization communication, including crisis communications.

BBM Enterprise Alerts has the following use cases:

l Alerts: During an emergency, organizations can target communications to all or a subset of their users with secure, fast, reliable, and prominent communication.

l Account: During and after an emergency, organizations can collect information from their user base.

Share critical safety information during a crisisBBM Enterprise Alerts is powered by BlackBerry AtHoc, a recognized leader in crisis communication. BBM Enterprise alerts provides the following benefits:

l Track the safety status of your personnel.

l Leverage secure and trusted chat from BBM-E for sharing important safety information with employees.

l Conform to high-security government communication standards for sharing critical confidential information.

l Distinguish critical alerts from operational messages with a differentiated in-product experience.

l Improve your incident response and collaboration during weather-related events, man-made emergencies, and critical IT outages.

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Chapter 2: Product requirementsThis section describes the hardware, software, and network requirements for the BBM Enterprise Alerts plug-in.

Hardware requirementsBBM Enterprise Alerts has the following hardware and firmware requirements (unless otherwise noted):

l A minimum of Dual-Core Dual CPUs (2 Dual-Core CPUs such as Xeon 51xx family, Xeon E53xx family or X53xx family) 2GHz or higher

l One database server core for each of the two application server cores

l 512 MB per application server core plus 2 GB for Windows 2012

l Recommended: Dual, redundant Intel NICs and power supplies

l If using Broadcom NICs, complete the following steps: a. Ensure that the latest drivers are installed.

b. Disable the TCP Chimney feature, as described in the following Microsoft® article:http://support.microsoft.com/kb/951037

l Disk space for storage on a RAID 5, RAID 0+1 or RAID 10 configured disk system.The exact allocation of disks depends on the hardware configuration.

Important: These requirements are for a small-scale installation. For a large-scale installation, content BlackBerry AtHoc support for assistance.

BBM Enterprise requirementsYou can use BBM Enterprise on the following devices:

l Android™ devices running Android™ 4.0 or later

l iOS devices running iOS 7 or later

l BlackBerry 10 devices running BlackBerry 10 OS version 10.3 or later

Software requirementsBBM Enterprise Alerts has the following software requirements (unless otherwise noted):

l Notification Delivery Service and its prerequisites. For more information, see the BlackBerry AtHoc NDS Installation and Configuration Guide. To determine which version of NDS to install, check with your BlackBerry AtHoc Professional Services representative.

l Windows Server® 2012 Standard Edition 64-bit, Service Pack 1 or higher.

l Microsoft® SQL Server® Express, Version 2012

l Internet Information Services (IIS) Standard Edition, Version 7.0

l Microsoft .NET Framework, Version 4.7.2

l IIS extension ASP.Net 4.0 enabled

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Chapter 2: Product requirements

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Network requirementsBBM Enterprise Alerts has the following network requirements:

l FirewallsBBM-E sends and received messages using HTTPS port 443 for a destination port. This port should be opened on all firewalls (including Windows Firewall) that protect the BBM Enterprise Alerts application servers.

l Anti virus softwareAnti virus software installed on BBM-E application servers might affect BBM Enterprise Alerts operations if configured incorrectly. Consider uninstalling anti virus software if its behavior is uncertain.

l Server Clock SynchronizationAll application and database server clocks must be synchronized with the network server time.

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Secure On-Premise Email Installation and Configuration Guide

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Chapter 3: Install and setup BBM Enterprise AlertsThis section describes the basic installation and set up of the BBM-E plug-in for NDS. Contact your BlackBerry AtHoc Implementation Engineer to download the installation package.

The following topics are covered in this section:

Installation prerequisites 4

Install the BBM Enterprise Alerts plug-in files 4

Install the certificate file 5

Verify the plug-in installation 6

Set up the organization account 6

Create the organization account 6

Create a user 7

Add the user to the account 8

Configure the BBM Enterprise Alerts plug-in for NDS 9

Configure the BBM Enterprise Alerts plug-in settings 10

Customize the BBM Enterprise Alerts configuration for each account 11

Test the configuration 13

Installation prerequisitesBefore you install the BBM Enterprise Alerts plug-in, complete the following tasks:

1. Install and set up NDS V2.9.14 on the machine on which you plan to install the plug-in.

2. An FQDN certificate that contains a unique common name (CN) must be available in PFX file format. White list the CN on the BBM Enterprise server. Contact BlackBerry Security to obtain an FQDN certificate.

3. Stop the AtHoc delivery service. (For upgrades only.)

Install the BBM Enterprise Alerts plug-in filesTo install the BBM Enterprise Alerts plug-in, complete the following steps:

1. Copy the AtHoc.Delivery.PlugIn.BBMe_build.zip file to the NDS server.

2. Right-click the zip file and click Unblock to unblock the zip file.

3. Unzip the package into the NDS plug-in folder:

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..\Program Files (x86)\AtHocENS\DeliveryServer\Plugins

Install the certificate fileTo install the BBM Enterprise Alerts certificate file, complete the following steps:

1. Log in to the NDS console.

2. Click the Utilities tab.

3. In the Import System Certificate section, enter bbme in the Certificate Name field.

4. Click Load File, and navigate to the location on your system where the certificate is stored.

5. Enter the certificate private key.

6. Click Import. 7. In NDS, navigate to the Certificate Repository, and verify that the Default-bbme certificate is

present.

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Verify the plug-in installationTo verify that the BBM Enterprise Alerts plug-in has been installed correctly, complete the following steps:

1. Go to the following folder and run NdsConsole.exe: ..\AtHocENS\DeliveryServer\Tools\NDSConsole

The Testing screen opens.

2. Verify that the following plug-in shows in the Supported Devices list:

<bbme> AtHoc.Delivery.PlugIn.BBMe.BBMePlugIn

Set up the organization accountAfter you have verified that the BBM Enterprise Alerts plug-in is available in the NDS Console, you set up the account for your organization. You also associate a user that is an initiator or operator who publishes alerts.

To set up an account, complete the following tasks:

1. Create the organization account for NDS

2. Create a user

3. Add the user to the account

Create the organization account 1. In the NDS Console, navigate to Management > Account.

2. Click New Account to create the account.

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3. Enter a value for Display Name and set following defaults:

o Status: Active

o Enable anonymization: Selected

The following image shows the completed New Account screen:

Create a userYou can create a new user in the NDS Console and then customize the user profile for branding, billing, and tracking purposes.

To create a user, complete the following steps:

1. In the NDS Console, navigate to Management > User.

2. On the User Management screen, click New User.

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3. In the New User screen, enter a login name.

4. Enter and confirm the password associated with the user.

This login name and password are used to configure the delivery gateway in the BlackBerry AtHoc management system.

5. In the Status field, select Active from the list.

6. (Optional) Add a description.

7. Click Save.

Add the user to the accountTo add the user to the organization account, which is known as binding the user to the account, complete the following steps:

1. In the NDS Console, click Management > Account.

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2. Select the account, then right-click the Login Name of the user that you created in Create a user.

This login name is used to configure the delivery gateway in the BlackBerry AtHoc management system.

3. Select API from the list to add the user with an API role, as shown in the following example:

4. Select the account, then click the Account Resource tab.

5. Click Save.

Configure the BBM Enterprise Alerts plug-in for NDSIn this section you configure the BBM Enterprise Alerts plug-in for the NDS server.

To configure the plug-in, complete the following steps:

1. Customize the nds.plugins.bbme plug-in key:

a. In the NDS Console, navigate to Management > Configuration.

b. Click Save.

2. Restart AtHocDeliveryService for the changes to take effect.

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Configure the BBM Enterprise Alerts plug-in settingsTo configure the BBM Enterprise Alerts plug-in, complete the following steps:

1. In the NDS Console, click Management > Configure.

2. In the left pane, select nds.plugins.bbme.

3. Update the following attribute values, as appropriate for your setup:

l <bbmeURL>—Enter the URL of your BBME server.

l <responseURL>—Enter the URL of the server where the response service is installed, followed by /R. If you are using a load balancer, enter the URL of the load balancer.

l <requestPerSec>—Enter the number of requests that can be sent to the BBME server by the NDS application servers, per second. The maximum is 100 for all servers. (If you are using two application servers, set this value to 50.)

l <maxTasksPerExecution>—Enter the maximum number of delivery tasks BBME can process in a single batch. The default is 200.

l <maxBacklot>—Enter the maximum number of outstanding delivery tasks BBME can process at any time. The default is 1000.

l <minBatchSize>—Enter the minimum available batch size that BBME can offer to NDS before capacity is available. The default is 10.

l <taskTimeout>—Enter the time (in seconds) that a task remains active before the system retries the task. The default is 300 seconds (5 minutes.)

l <configKey>—Enter BBMePlugIn.

l <selfTestInterval>—Enter the frequency of the connection test, in seconds, with the BBMe server.

4. Click Update to save your changes.

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Customize the BBM Enterprise Alerts configuration for each accountYou can use the default BBM Enterprise Alerts configuration for all accounts or you can add customized configurations for each account, as needed.

1. In the NDS Console, navigate to Management > Account. 2. Record the Account ID for the account that needs a customized BBM-E account

configuration. You will need this ID in a later step.

3. In the NDS Console, navigate to Management > Configuration.

The list of plug-in keys is displayed.

4. Click New Configuration and enter the following information into the fields:

l New Key: Enter nds.plugins.bbme.accountConfig

l AccountId: Enter the Account ID that you saved in Step 2.

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l Device Type: Insert the string bbme.

l Value: In <OrgId>, enter the ID number of the organization where users are registered in BBME.

5. Click Save and verify that the custom configuration was added:

o The NDS Console configuration should have the added configuration under nds.plu-gins.bbme.AccountConfig:

o AtHoc Event Viewer should show a message that a new configuration was uploaded:

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Test the configurationAfter installing and configuring the plug-in, you need to verify that it works. To test the BBM-E plug-in configuration, complete the following steps:

1. Open the NDS Console and click Testing.

2. Send a test alert to yourself, using the default template file:

a. Select Send Single Alert. b. Enter the title and body text and add response options.

c. Select Device and enter bbme.

d. In the Address field, enter your email address.

e. In the AccountId field, enter the account ID that was setup for BBM Enterprise Alerts.

For more information about how to create an account, see Create the organization account.

f. Click Send Alert.

3. Go to the Monitoring page and click Refresh to see the new alert status.

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4. Check the Sent status for errors.

5. Check your BBM-E device for the test message.

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Chapter 4: Configure the BlackBerry Messenger gateway in BlackBerry AtHocConfigure the BlackBerry Messenger gateway in the Settings section of the BlackBerry AtHoc management system to enable the BlackBerry AtHoc alerts system to publish alerts through BBM-E.

Enable the BlackBerry Messenger gateway on BlackBerry AtHoc application serverLog in to the BlackBerry AtHoc management console and check the Device Manager section to verify that the BlackBerry Messenger device gateway has been installed. If it is installed, skip this section.

To install the BlackBerry Messenger device on the BlackBerry AtHoc management system, complete the following steps:

1. Log in to the BlackBerry AtHoc application server as an administrator.

2. Navigate to the following folder <IWSAlerts Install Path>\Server-Objects\Tools and run the AtHoc.Applications.Tools.InstallPackage.exe file. The Configure Device Support screen opens.

3. Select the BlackBerry Messenger check box.

4. Click Enable to install the device.

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5. When the Installation Complete pop-up window is displayed, click OK.

6. Click Close.

Configure the BlackBerry Messenger delivery gateway 1. Log in to the BlackBerry AtHoc management system as an administrator.

2. In the navigation bar, click the (Settings) icon.

3. In the Devices section, click BlackBerry Messenger. 4. Click Copy default settings.

5. Enter the username and password that you created in Create a user.

6. Click Save.

Create users in the BlackBerry AtHoc management systemIn order to send BBM-E messages to end users, you must ensure that those users exist in the BlackBerry AtHoc management system.

Note: You must have End User Manager privileges to create users.

To create a user in the BlackBerry AtHoc management system, complete the following steps:

1. Log in to the BlackBerry AtHoc management console as an End User Manager.

2. In the navigation bar, click Users.

3. Click the Users link.

4. At the top of the Users screen, click the New button.Note: Fields marked with an asterisk (*) on the New User screen are required.

5. In the Basic Information section, enter the following details about the user:

l Username—The name the user is assigned by the system. Usernames are frequently imported from external systems and cannot be edited later.

l First Nameand Last Name

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l Display Name—The name used to refer to the user within the system, such as bsmith or Jack Jones. This field can be edited later by the end user.

l Any custom fields added by the administrators, including details such as CPR certification status, Emergency Community membership, or special skills.

6. In the Online Addresses section, in the BBM-E field, enter the user's email address. This address must be the address used to receive BBM-E messages.

7. In the Distribution List Membership section, specify the distribution lists in which the user is a member.

Note: Required memberships are provided by default and cannot be deleted. If you do not have management permissions for a group, the group is read-only.

8. In the Advanced Information section, which is configurable for each system, complete any required fields plus any of the non-required fields you want to include in the account details for the user.

9. Provide a password that meets the displayed rules, if required.

10. Click Save to create the user.

The details of the new user then appear in summary form on the screen.

Configure the BBM Enterprise device 1. Log in to the BlackBerry AtHoc management system as an administrator.

2. In the navigation bar, click the (Settings) icon.

3. In the Devices section, click Devices. The Device Manager opens.

4. Click BBM-E.The BBM-E page opens.

5. Click Edit. 6. In the Delivery Gateway section, click on the Add a Delivery Gateway list and select

BlackBerry Messenger.

7. Click Configure to open the text-entry field for the BlackBerry Messenger device.

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8. By default, the configuration value appears in the text-entry field. If the text-entry field is empty, complete the following steps:

a. Click Remove.

b. Select BlackBerry Messenger from the list again.

c. Click Configure.

d. Copy the following into the field:

<Configuration>

<DeviceType>bbme</DeviceType>

<data>

<replyTo>[email protected]</replyTo>

<from>[email protected]</from>

</data>

<DeviceExtensions>

<DeviceOptions Type="LongText"><AlertContent Locale="en_us" Type="LongText" />

</DeviceOptions>

</DeviceExtensions>

</Configuration>

9. Click Save.

10. Click Enable.

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Create and publish a BBM Enterprise Alerts alert templateTo confirm that the BlackBerry Messenger device is installed correctly on the BlackBerry AtHoc management system, create a template and send a test message.

To create a template, complete the following steps:

1. Log in to the BlackBerry AtHoc management system as an administrator.

2. Click Alerts > Alert Templates.

3. Click New. The New Template screen opens.

4. In the Alert Template section, enter a template name and description.

5. Select a folder from the Folder list.

6. Select the Available for quick publish check box.

7. In the Content section, enter the title and content of the alert.

8. In the Target Users section, click the By Users tab, and add a user to send a test message to.

9. In The Target Users section, click the Select Personal Devices tab.

10. In the BlackBerry Messenger section, select the BBM-E check box.

11. Click the Options link. The Personal Devices Options window opens.

12. Select the BBME template from the BlackBerry Messenger Template list.

13. (Optional) In the BlackBerry Messenger content section, select to send both the title and body of the alert, or custom text.

14. Click Apply.

15. In the Schedule section, change the Alert Duration to 15 minutes.

16. Click Save.

17. Click the (Globe) icon to go to the Home page.

18. In the Quick Publish section, find the alert template you just created.

19. Click Publish. The Review and Publish screen opens.

20. Click Review and Publish. Review the content of the alert template.

21. Click Publish.

Verify the published alertTo verify that the alert was published successfully to the syndication feed, complete the following steps:

1. Open BBME on your device.

2. Look for the alert in the Chats list.

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3. Tap the alert to view the details.

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Chapter 4: Configure the BlackBerry Messenger gateway in BlackBerry AtHoc

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Chapter 5: BlackBerry AtHoc customer portalBlackBerry AtHoc customers can obtain more information about BlackBerry AtHoc products or get answers to questions about their BlackBerry AtHoc systems through the Customer Portal:

https://support.athoc.com/customer-support-portal/-login.html

The BlackBerry AtHoc Customer portal also provides support through computer-based training, Operator checklists, best practice resources, reference manuals, and user guides.

Chapter 5: BlackBerry AtHoc customer portal

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Appendix A: Tools for monitoring and troubleshooting BBM Enterprise AlertsThis section describes tasks and tools for monitoring, troubleshooting, and managing the BBM Enterprise Alerts plug-in.

The following topics are covered in this appendix:

Tracking the life cycle of delivery tasks 23

BlackBerry AtHoc health monitor 23

BlackBerry AtHoc log files 24

Tracking the life cycle of delivery tasksUsing the NDS database logging feature, BBM Enterprise Alerts tracks task life cycle in the ngdeliverylog database and in the TaskLifeCycle and TaskLifeCycleHistory tables. This feature provide valuable troubleshooting and reporting information.

BBM Enterprise Alerts tracks the following life cycle task states:

Code Description Notes

400 Task initiated

410 Request Out

430 Sent

435 Failed before sending Error code/message

439 Failed to send Error code/message

970 User responded Response code from response service

To configure life cycle tracking, update the BBM Enterprise Alerts plug-in:

Under the <queueControlInfo> section, a new set of configuration keys are introduced to control the life cycle logging feature (default values are shown):

<!--turn on/off task life cycle logging-->

<logTaskLifeCycle>true</logTaskLifeCycle>

<!--interval in second to purge log records in memory to batch and save to database, Default: 1-->

<logPurgeInterval>1</logPurgeInterval>

<!--batch size in number of records to purge each time and save to database. Default: 2000, Max: 2000 -->

<logPurgeBatchSize>2000</logPurgeBatchSize>

BlackBerry AtHoc health monitorBBM Enterprise Alerts constantly reports its health status to BlackBerry AtHoc, and you can monitor the status using BlackBerry AtHoc Health Monitor. For more information about the

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BlackBerry AtHoc Health Monitor, see "Monitor System Health" in the BlackBerry AtHoc Enterprise User Guide.

BlackBerry AtHoc log filesBlackBerry AtHoc provides a log file for you to use when monitoring system health and troubleshooting errors:

l BlackBerry AtHocevent log: BBM Enterprise Alerts logs all errors and event information in the BlackBerry AtHoc event log. Use the BlackBerry AtHoc Event Log Viewer to monitor the error messages. Use verbose mode to log detailed information. For more information about the Event Log Viewer, see "Event Viewer" in BlackBerry AtHoc Enterprise User Guide.

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