Upgrading from an Earlier Version

If you have a previous version of PATROL HL KM installed on the target computer, you have the following options for upgrading to the new version of PATROL HL KM:

The flowchart on Upgrade Scenarios for PATROL HL KM describes the general process of upgrading to a new version of PATROL HL KM and migrating any customizations.

Automatic Migration of Console and Agent Customizations

Only customizations to Knowledge Modules must be migrated. Whether you choose to save and migrate your KM customizations or not, the customizations you have made to

  • agents - stored in the agent configuration file
  • consoles - stored in the console cache files are preserved and incorporated into the new version automatically

Note

Customized Knowledge Modules and PSL files are also stored in the cache but they are not automatically preserved and incorporated.

Conditions for Upgrading

Use the following table to help you choose an upgrade procedure. 

Use This Procedure

If You Have This Situation

Upgrading without Saving KM Customizations

  • Have not made any customizations to the KM files in your previous version of PATROL HL KM
  • Want to overwrite customizations you made to the KM files with the default values of the new version of PATROL HL KM
  • Have a currently installed version of PATROL HL KM that cannot be migrated

Upgrading and Preserving KM Customizations

Made customizations to the KM files in your previously installed version of PATROL HL KM and want to save those customizations and migrate them to the new version of PATROL HL KM

Note

The PATROL HL KM does not support installing the new version of the product over an existing version (over-the-top installation). You must uninstall the product before installing a new version, or use the migration tools if you are keeping any customizations.

Determining the Location of PATROL

During the installation process, the PATROL Installation Utility records where it installs PATROL components in environment variables. To function properly, various components of the PATROL product, such as the migration tools, require the information stored in these variables. Two important variables are PATROL_HOME and PATROL_CACHE.

For Windows

Throughout this section, all references to PATROL_HOME represent %PATROL_HOME% and all references to PATROL_CACHE represent %PATROL_CACHE%.

Default Values for PATROL Location Variables

If you do not specify a location for the PATROL installation, the installer uses the following preprogrammed default locations and stores these locations in environment variables.

Variable

Default Value

PATROL_HOME

C:\Program Files\BMC Software\<patrol_directory>a

PATROL_CACHE

%HOMEDRIVE%%HOMEPATH%\<patrol_directory> a

a - The <patrol_directory> is typically \PATROL3 or \PATROL7.

Viewing Environment Variables Set by PATROL

To view the value of PATROL_HOMEPATROL_CACHE and other environment variables, perform the appropriate procedure for your operating system:

Operating System

 Procedure

Microsoft Windows NT 4.x

 Using the Control Panel tools

  1. From the Start Menu, select Start > Settings > Control Panel.
  2. Open the System application.
  3. Select the Environment tab.
  4. Scroll through the System Variable list box to view the variables.

Note: The System application displays PATROL_CACHE only if it is set to a value other than its default value.

Using the PATROL Environment Probe

  1. From the Start Menu, select Start => Programs > BMC PATROL > PATROL Environment Probe.
  2. Scroll to the variables that you want to view.

Microsoft Windows 2008 and above

Using the Control Panel tools

  1. From the Start Menu, select Start > Settings > Control Panel.
  2. Open the System application.
  3. Select the Environment tab.
  4. Scroll through the System Variable list box to view the variables.

Note: The System application displays PATROL_CACHE only if it is set to a value other than its default value.

Using the PATROL Environment Probe

  1. From the Start Menu, select Start => Programs => BMC PATROL => PATROL Environment Probe.
  2. Scroll to the variables that you want to view.

For UNIX

Throughout this section, all references to PATROL_HOME represent  $PATROL_HOME and all references to PATROL_CACHE represent $HOME/patrol.

Default Values for PATROL Location Variables

If you do not specify a location for the PATROL installation, the installer uses the following pre programmed default locations and stores these locations in environment variables.

Default Values for PATROL Location Variables on UNIX

Variable

Default Value

PATROL_HOME

/opt/bmc/<patrol_directory>a

PATROL_CACHE

$HOME/<patrol_directory> a

a The <patrol_directory> is typically /PATROL3 or /PATROL7.

Viewing Environment Variables Set by PATROL

To view the value of PATROL_HOMEPATROL_CACHE, and other environment variables, perform the appropriate procedure for your shell type:

Type of Shell

Procedure

Bourne and Korn

At the shell command prompt, type export and press ENTER. The shell displays a list of environment variables and their values.

Note: If PATROL_HOME is not set, run patrolrc.sh.

C

At the shell command prompt, type setenv and press ENTER. The shell displays a list of environment variables and their values.

Note: If PATROL_HOME is not set, run patrolrc.sh.

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