blackberry business cloud services€¦ · microsoft® exchange online in a microsoft business...

BlackBerry Business CloudServicesMigrating from Hosted BlackBerry forMicrosoft Exchange Online to BlackBerryBusiness Cloud ServicesVersion: Open Beta 1

Technical Note

Published: 2011-10-04SWD-1855752-1004014119-001

Contents1 About BlackBerry Business Cloud Services....................................................................................................... 2

2 About migration from Hosted BlackBerry for Microsoft Exchange Online....................................................... 3

3 About onboarding............................................................................................................................................. 4Onboarding wizard........................................................................................................................................... 4

Onboarding wizard prerequisites.............................................................................................................. 4Manually onboarding smartphones.................................................................................................................. 5

4 Planning for migration...................................................................................................................................... 6System requirements: Browser for BlackBerry Business Cloud Services.......................................................... 6Migrating user accounts................................................................................................................................... 7What users can expect...................................................................................................................................... 7Installing the client components of the BlackBerry Web Desktop Manager on users' computers.................. 7Information to provide to users........................................................................................................................ 7Backup and restore results............................................................................................................................... 8

5 Migration process............................................................................................................................................. 10Enable BlackBerry Business Cloud Services and register your organization as a tenant.................................. 10Creating user accounts by importing a .csv file................................................................................................ 11

Preparing a .csv file.................................................................................................................................... 11Create user accounts................................................................................................................................. 11

Open the BlackBerry Web Desktop Manager................................................................................................... 12Use the onboarding wizard to activate your smartphone................................................................................ 12Manually onboard your BlackBerry smartphone.............................................................................................. 13

6 Related resources............................................................................................................................................. 14

7 Provide feedback.............................................................................................................................................. 15

8 Legal notice....................................................................................................................................................... 16

About BlackBerry Business Cloud Services 1BlackBerry® Business Cloud Services is designed to be a highly secure link between your organization's cloudmessaging services in Microsoft® Office 365, and BlackBerry smartphones.

BlackBerry Business Cloud Services includes the following features:• Ability to manage your organization's user accounts• Ability to synchronize email messages, organizer data, and calendar information from Microsoft® Office 365 to

smartphones• Support for BlackBerry® Messenger and other instant-messaging applications such as Windows Live™ Messenger• Wireless activation process for new devices• Security features such as data protection, encryption key protection, and authentication with Microsoft Office

365 using Windows Live™ authentication

BlackBerry Business Cloud Services provides the following web-based interfaces:• The BlackBerry Administration Service allows you to manage user accounts, assign group and administrative

roles to user accounts, and apply IT policies to user accounts.• The BlackBerry® Web Desktop Manager, allows BlackBerry smartphone users to perform self-service tasks such

as onboarding their smartphone, and setting messaging preferences.

RIM Confidential and Proprietary Information - Beta Customers Only. Content and software are subject to change.

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About migration from Hosted BlackBerry forMicrosoft Exchange Online

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Migration is the process of moving BlackBerry® smartphone user accounts from a Microsoft hosted environment toa Research in Motion hosted environment. Specifically, migration moves user accounts from Hosted BlackBerry forMicrosoft® Exchange Online in a Microsoft Business Productivity Online Suite environment to BlackBerry® BusinessCloud Services in a Microsoft® Office 365 environment.

After Microsoft moves your users' accounts to Microsoft Office 365, you need to coordinate your efforts withBlackBerry smartphone users to complete the migration process.


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About onboarding 3Onboarding is the process that BlackBerry® smartphone users follow to activate their BlackBerry smartphones whentheir services are migrated from Hosted BlackBerry for Microsoft® Exchange Online to BlackBerry® Business CloudServices. The onboarding process ensures that users retain their smartphone data and settings after migration. Whenusers complete the onboarding process, they can access their work email account, calendar, and applications.

There are two options for users to onboard their smartphones:• If users' smartphones are running BlackBerry® Device Software 5.0 or later, they can use the onboarding wizard.• If users' smartphones are running a version of BlackBerry Device Software that is earlier than 5.0, they can

manually onboard their smartphones.

To onboard their smartphones, users must use a Windows® Internet Explorer® browser when they log in toBlackBerry® Web Desktop Manager.

Onboarding wizardThe onboarding wizard is a tool in the BlackBerry® Web Desktop Manager that allows BlackBerry smartphone usersto activate their smartphones with BlackBerry® Business Cloud Services. The onboarding wizard automaticallyperforms the following steps:• Backs up a users' data and settings• Deletes all smartphone data and resets the smartphone settings to the factory defaults• Activates the smartphone• Restores the data and settings to the smartphones

When the onboarding process completes, users can disconnect their smartphones from their computers andBlackBerry Business Cloud Services synchronizes the users' work data over the wireless network.

Onboarding wizard prerequisitesThere are prerequisites for using the onboarding wizard, and certain considerations that you should be aware of.

The following are prerequisites for using the onboarding wizard:• Users need to use a Windows® Internet Explorer® browser when they log in to the BlackBerry® Web Desktop

Manager.• Users must not connect their smartphone to the computer before opening the BlackBerry Web Desktop

Manager. If a user connects their smartphone to the computer before opening the BlackBerry Web DesktopManager, a wireline activation will begin automatically, and the user will not be able to access the onboardingwizard. Wireline activations are not supported for users that are migrating their services to BlackBerry® BusinessCloud Services.

• Users' smartphones need to be running BlackBerry® Device Software 5.0 or later. If a user's device is running aversion of BlackBerry Device Software that is earlier than 5.0, they can use the manual onboarding process.

• Users need to have administrator rights to their computer.


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• Users need to turn off encryption on the built-in media storage and the media card. If users do not turn offencryption on the media card, they will not be able to access the data on the media card after the onboardingprocess completes and the media card might be unusable.

The following items should be considered before using the onboarding wizard:• If users have a large amount of data in built-in media storage, they might want to move data from the built-in

media storage to the media card. The onboarding process will not restore the built-in media storage on thesmartphone if the amount of data stored is more than 1 GB.

• The onboarding process removes personal email accounts from the user's smartphone. After the onboardingprocess completes, the user must set up their personal email accounts on their smartphone.

Manually onboarding smartphonesIf a user's BlackBerry® smartphone is running a version of BlackBerry® Device Software that is earlier than 5.0, or iffor any other reason they are unable to use the onboarding wizard, they can manually onboard their smartphone.

To manually onboard their smartphone, a user needs to perform the following actions:• Create a backup of the smartphone data using BlackBerry® Desktop Software.• Delete all data using the security wipe feature on the smartphone.• Activate the smartphone, either by connecting their smartphone to the computer, or over the wireless network.• Optionally, restore data to the smartphone from the backup file.


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Planning for migration 4To plan for migration, review the following topics to understand the steps in the process and the potential impactsto BlackBerry® smartphone users.

System requirements: Browser for BlackBerry BusinessCloud Services

Item Requirement

browser • Windows® Internet Explorer® 8.0• Mozilla® Firefox® 3.6• Safari 4 for Mac• Google Chrome™ 4

browser settings for WindowsInternet Explorer

To support browser access, you must configure the following settings:• Language preferences configured to display encoded web pages• Microsoft® hotfix 955839 installed on the users' computers to make

sure the correct time zones are displayed• The following settings turned on to support Microsoft® ActiveX®:

• Automatic prompting for Microsoft ActiveX controls• Download signed Microsoft ActiveX controls• Run Microsoft ActiveX controls and plug-ins• Script Microsoft ActiveX controls marked safe for scripting

• Support for JavaScript®• Cookies turned on• Support for TLS or SSL• The SSL certificate installed to permit trusted connections to the

BlackBerry Administration Service• If using Windows Vista®, the BlackBerry Administration Service web

address added as a trusted web site and Enable protected modecleared

browser settings for Firefox, Safari,and Google Chrome

To support browser access, you must configure the following settings:• Support for JavaScript• Cookies turned on• Support for TLS or SSL• To permit trusted connections to the BlackBerry Administration

Service, the SSL certificate installed


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Migrating user accountsTo efficiently migrate user accounts to BlackBerry® Business Cloud Services you can create a .csv file that containsthe relevant account information of your Microsoft® Office 365 users, and import this file using the BlackBerryAdministration Service web interface. The .csv file must be created after the user accounts are moved from HostedBlackBerry for Microsoft® Exchange Online to Microsoft Office 365.

For information about creating the .csv file and importing the user account information, see Creating user accounts.

What users can expectBlackBerry® smartphone users will not be able to access their work email accounts and applications from the timethat their user accounts are moved to Microsoft® Office 365, until they onboard their smartphones using BlackBerry®Web Desktop Manager.

During migration, the onboarding process deletes all data from users' smartphones. This is required so that theBlackBerry® Business Cloud Services can activate users' smartphones. The onboarding process is designed to restoreas much of the data and device settings as possible. Users might need to restore certain data and reconfigure somesettings after onboarding. For example, the onboarding process removes personal email accounts from smartphonesand users will need to set up their personal email accounts again after activation completes.

For more information about how data is restored during migration, see Backup and restore results.

Installing the client components of the BlackBerry WebDesktop Manager on users' computersBy default, when BlackBerry® device users open the BlackBerry® Web Desktop Manager for the first time, the browserprompts them to accept a client authentication certificate and install the required RIMWebComponents.cab file. TheRIMWebComponents.cab file provides the BlackBerry® Device Manager and USB drivers that users require to usethe BlackBerry Web Desktop Manager. To install these RIMWebComponents.cab file, users must log in to theircomputers as a local administrator.

Information to provide to usersOnce you enable BlackBerry® Business Cloud Services and create the user accounts in the BlackBerry AdministrationService, you can ask your users to activate their smartphones using BlackBerry® Web Desktop Manager.

You might want to provide some or all of the following information to your users:• How to open the BlackBerry Web Desktop Manager from the Microsoft® Office 365. For information, see Open

the BlackBerry Web Desktop Manager.• Provide a link to the help for BlackBerry Web Desktop Manager. The hosted help files can be found at http://

docs.blackberry.com/HLP/BBCS/WDT/1.0/en.• Tell users that are running BlackBerry® Device Software 5.0 or later, to use the onboarding wizard.


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http://docs.blackberry.com/HLP/BBCS/WDT/1.0/en

http://docs.blackberry.com/HLP/BBCS/WDT/1.0/en

• Tell users that are running BlackBerry Device Software that is earlier than 5.0, to manually onboard theirsmartphone.

• As good practice, you might want to tell users to back up the data on their smartphone before they use theonboarding wizard. The backup file that is created automatically by the onboarding wizard is deleted during theonboarding process.

• Provide a reminder about the following requirements:• Turn off encryption on the built-in media storage and the media card before onboarding their smartphone.• Do not connect the smartphone to the computer before opening BlackBerry Web Desktop Manager or the

onboarding wizard will not be available.• Set up personal email accounts after the onboarding process completes.• Optionally move data from the built-in media storage to the media card if the amount of data in the built-

in media storage exceeds 1 GB.

Backup and restore resultsThe onboarding wizard automatically backs up the data and settings from BlackBerry® smartphones, and restoresthe data and settings after the BlackBerry® Business Cloud Services activates the smartphones.

The following table summarizes the restore results for different types of data.

Item Results after using the onboarding wizard

Work email account, calendar, andother organizer data

Restored

Personal email accounts The onboarding wizard removes personal email accounts fromsmartphones. Users need to set up personal email accounts after theonboarding process completes.

BlackBerry® Messenger contacts RestoredBlackBerry Messenger groups Not restored. Users need to set up BlackBerry Messenger groups after the

onboarding process completes.Data in the built-in media storage If the total size of the built-in media storage that is used is less than 1 GB,

it will be restored. If the built-in media storage is greater than 1 GB the datais not restored.

You can advise users to move data from the built-in media storage to themedia card before using the onboarding wizard, if necessary.

Data on the media card The onboarding wizard does not change data on the media card. If the userenabled encryption on the media card before they started the onboardingprocess, the data might not be accessible after the onboarding processcompletes.

Browser options Depending on the version of BlackBerry® Device Software that is runningon the smartphone, some or all of the browser options are restored.

Bluetooth options Restored


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Item Results after using the onboarding wizard

Bluetooth paired devices RestoredMobile network options, includingdata services while roaming

Reset to defaults. The user needs to reconfigure these options whenonboarding completes.

Email folder redirection settings Reset to defaults. The user needs to reconfigure these settings whenonboarding completes.

Auto signatures Reset to defaults. The user need to create a new auto signature whenonboarding completes.


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Migration process 5After Microsoft® moves your BlackBerry® users' accounts to Microsoft® Office 365, you must perform the followingactions in the order shown to migrate the user accounts from Hosted BlackBerry for Microsoft® Exchange Online tothe BlackBerry® Business Cloud Services:• Enable BlackBerry Business Cloud Services and register your organization as a tenant.• Create user accounts.• Instruct users to open the BlackBerry® Web Desktop Manager.• Instruct users to activate their smartphones using the onboarding wizard, or using the manual steps, if necessary.

The following table summarizes the successful path for migration from start to finish.

Action Actor Web interface

Enable BlackBerry Business CloudServices and register your ogranizationas a tenant

Microsoft Office 365 globaladministrator with the tenantorganization

Microsoft® Office 365 andBlackBerry Business CloudServices

Create user accounts Tenant administrator BlackBerry Administration ServiceUsers open the BlackBerry® WebDesktop Manager

BlackBerry smartphone user Microsoft Office 365

Users activate their devices using theonboarding wizard or Users manuallyonboard their BlackBerry smartphones

BlackBerry smartphone user BlackBerry Web Desktop Manager

Enable BlackBerry Business Cloud Services and registeryour organization as a tenantYou must be a Microsoft® Office 365 global administrator to complete this task. You only need to complete this taskonce for your organization.

1. Log in to Microsoft Office 365.

2. In the Resources menu, click Setting up email on mobile phones.

3. Click Enable BlackBerry Business Cloud Services.

4. Read the associated services information.

5. Authorize access by selecting the check box and clicking OK.

6. In the Authorized Services menu, click Manage. Microsoft Office 365 redirects you to the BlackBerry BusinessCloud Services interface.

7. In the BlackBerry® Business Cloud Services console, click Sign up now.

8. Select a language.

9. Read the license agreement, select the check box, and click Additional license agreements.

10. Read the additional terms, select the check box, and click Register tenant.


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11. Click Login to BlackBerry Administration Service. The BlackBerry Business Cloud Services redirects you to theBlackBerry® Administration Service interface.

Creating user accounts by importing a .csv fileIn the BlackBerry® Administration Service, you can add multiple user accounts to BlackBerry® Business Cloud Servicesby importing a .csv file that contains the user account information. The user accounts must exist in Microsoft® Office365.

The BlackBerry Administration Service processes actions in the order that they appear in the .csv file. If the BlackBerryAdministration Service encounters an error during the import process (for example, an action is incorrectly formattedin the .csv file), the BlackBerry Administration Service continues to process the remaining actions that are listed inthe file and displays an error message for the action that the BlackBerry Administration Service could not process.

The import process can take a long time (more than 60 minutes) to complete if you add more than 2000 user accounts.

Preparing a .csv file

Fields in a .csv file that contain user account information

The following table lists the fields in the .csv file that you need to populate when you import user account information.

Field Description

Email address This field specifies the email address for the useraccount. The user account must exist in Microsoft®Office 365.

Group Names This field specifies the names of the group (or groups)that you want to add the user account to. Group namesmust exist in the BlackBerry Administration Service andare case sensitive.

Example: Importing user accounts to BlackBerry Business Cloud Services

"Email Address","Group Names"

"[email protected]","Group 1""[email protected]","Group 1;Group 2"

Create user accountsYou must be a Microsoft® Office 365 global administrator to complete this task.

1. In the BlackBerry Administration Service, click Create a user.


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2. Click Import new users.

3. Browse to the .csv file that contains your users' information, and click Continue. The BlackBerry AdministrationService displays the list of users that it created.

After you finish:

Contact your users and provide them with the information they need to open BlackBerry® Web Desktop Managerand onboard their devices.

Open the BlackBerry Web Desktop Manager1. From the home page in Microsoft® Office 365, navigate to Help > Getting Started > Use email on your mobile

phone.

2. In the Hosted BlackBerry Services section, click BlackBerry Web Desktop Manager. Microsoft Office 365redirects you to the BlackBerry® Web Desktop Manager home page.

The first time you open the BlackBerry Web Desktop Manager, the browser prompts you to accept a clientauthentication certificate and install the files that you need to use the BlackBerry Web Desktop Manager. Toinstall these files, you must have local administrator permissions for your computer.

Use the onboarding wizard to activate your smartphoneThe onboarding wizard automatically backs up the data on your BlackBerry® smartphone, completes the stepsnecessary to activate your smartphone, and restores the data to your smartphone after activation.

Note: The onboarding process removes personal email accounts from your smartphone. After the onboarding processcompletes, you need to set up your personal email accounts on your smartphone.

Before you begin: Disconnect your smartphone from your computer. Do not connect your smartphone to yourcomputer until you are instructed to do so in this procedure.

1. Open the BlackBerry® Web Desktop Manager.

2. Click Run the onboarding wizard.

3. Read the conditions and notes and click Continue onboarding.

4. Connect your smartphone to your computer. The onboarding wizard begins automatically. Do not disconnectyour smartphone from the computer until the onboarding process completes.

5. When the onboarding process completes, disconnect your smartphone from your computer.After you disconnect your smartphone, BlackBerry Business Cloud Services synchronizes your work data overthe wireless network. This process takes several minutes.

After you finish:• If applicable, set up your personal email accounts on your smartphone. For information about setting up email

accounts, see the User Guide for your smartphone.


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Manually onboard your BlackBerry smartphoneUse these steps to activate your BlackBerry® smartphone with BlackBerry® Business Cloud Services if yoursmartphone is running BlackBerry® Device Software that is earlier than 5.0, or if you are unable to use the onboardingwizard.

Note: This task removes personal email accounts from your smartphone. After the activation process completes,you need to set up your personal email accounts on your smartphone.

Before you begin: Back up the data on your smartphone using the BlackBerry® Desktop Software. For moreinformation, see the Help in the BlackBerry Desktop Software.

1. Delete all data using the security wipe feature on your smartphone. Do not select the check box for media card.For more information, see the User Guide for your smartphone.This process takes several minutes to complete.

2. When your smartphone restarts, open the BlackBerry® Web Desktop Manager and complete one of the followingactions:• Connect your smartphone to your computer. The activation process starts automatically.• Create an enterprise activation password. Confirm that your smartphone is connected to the wireless

network, and use the enterprise activation feature on your smartphone to start the activation process.

Do not disconnect your smartphone from your computer until the activation process completes.

After you finish:• Set up your personal email accounts on your smartphone. For information about setting up email accounts, see

the User Guide for your smartphone.• Optionally, restore your smartphone data using the BlackBerry Desktop Software. For more information, see

the Help in the BlackBerry Desktop Software.


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Related resources 6

Resource Description

BlackBerry Business Cloud ServicesFeature and Technical Overview

• BlackBerry® Business Cloud Services features• BlackBerry Business Cloud Services process flows

BlackBerry Business Cloud ServicesAdministration Guide

• Managing user accounts• Managing groups• Assigning BlackBerry smartphones

BlackBerry Business Cloud ServicesSecurity Technical Overview

• Security features of the BlackBerry Business Cloud Services• Security of the connections between smartphones and BlackBerry

Business Cloud ServicesBlackBerry Business Cloud ServicesWeb Desktop Manager User Guide

• Use the onboarding wizard to activate your smartphone• Add a signature to outgoing email messages• Help protect a lost device


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Provide feedback 7To provide feedback on this deliverable, visit www.blackberry.com/docsfeedback.


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http://www.blackberry.com/docsfeedback

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