Installing in a TrueSight Operations environment

Starting from the TrueSight console version 10.5, you can select monitor installation components, such as the PATROL Agent and monitoring solutions to create a deployable package. The components can then be installed together using the deployable package. You can reuse the deployable packages, or deploy the packages to multiple computers.

Before you begin

• Ensure that you have  imported the Infrastructure Management repository  
• Ensure that you have reviewed  deployable packages best practices

To create a deployable package using the TrueSight console

1. Log on to the TrueSight console. In the navigation pane, expand Administration, select Repository, and select the Deployable Packages tab.

2. ClickCreate Deployable Package.
   The Create Deployable Package wizard starts.

3. On the Installation Package Solution Selection page, select the operating system for which you want to create a package, and then select a platform on which you want to install the package.
   The list of components in the repository that are supported on the specified operating system and platform is displayed.

4. Select the components that you want to include in the package.

5. From the Version list, select the version of the component that you want to include in the package.
   You can select a specific version or you can select latest, which automatically updates the package with the latest versions of the components when new versions of those components are added to the Infrastructure Management repository.
   

6. Provide PATROL Agent related information:

   Note

   The following fields depend upon the components that are included in the deployable package. Not all fields may be displayed while creating a deployable package.  

   1. Specify the installation directory.
      Perform one of the following actions: 

      • Proceed with the installation in the default directory.
      • Enter a different directory for installation.
      • Leave the field blank and proceed with the installation.
        You can leave the field blank if you do not know the location where the KM or PATROL Agent is installed. When you leave the field blank, the correct directory is automatically selected through the BMC_BASE variable.

   2. Specify the PATROL 3.x product directory.

   3. Follow the instructions in the Important Information section of the wizard.
   4. For UNIX operating system, provide the System Root account details.
      Note: You can continue the package process without the Root details but you will need to complete the root configuration at a later time for the selected component to run correctly.
   5. Provide the PATROL default account credentials.
      You must create this account manually before continuing with the installation. If you plan to use a domain account, type the following otherwise type the local account details:
      1. (Windows) DOMAIN_NAME\account name
      2. (Linux) DOMAIN_NAME\\account name
         Double slash before the account name ensures that the account name is parsed correctly. While editing the package, if the double slash is deleted, type it again.

      Note

      To allow the PATROL Agent to use the Local System account as the default account, leave the username and password fields blank.

   6. Select the security level.
      The default security level is appropriate for most environments.
   7. Specify the PATROL Agent port number.
      The port number is used by the PATROL Agent to communicate with the console. If you are installing a new version of the PATROL Agent over an existing one, ensure that you specify the same port number used by the earlier Agent.
   8. Provide the Infrastructure Management integration configuration:
      1. INTEGRATIONSERVICES variable: this variable is used for automatic registration of the PATROL Agent with Infrastructure Management.

         Enter one or more existing Integration Service(s) to connect to. Separate each entry by a comma and use the format Protocol:IntegrationServiceHostname:PortNumber. For example tcp:Integration Service Hostname:3183, where 3183 is the port on which the Integration Service host listens for an incoming PATROL Agent auto-registration connection.

         Note

         You can connect to the local integration service installed on the Infrastructure Management Server, or Downloading and installing a new instance of the Integration Service

      2. Central Monitoring Administration Tag(s):

         Provide comma separated tags that the PATROL Agent will use to get configuration from Central Monitoring Administration. Each tag follows the format TagName:Description. If there is a space in the description, enclose it with quotes. For example, WinOS:"Windows OS Monitoring".

      3. By default, Central Monitoring Administration manages the PATROL Agent(s) configuration. If you select No, you can enable policy management from Central Monitoring Administration later. For more information, see Managing Infrastructure Management devices from the TrueSight console.

   9. (Optional) Provide the cell configuration details.
      Enter the Infrastructure Management encryption key and the cell details in the format Host/Port.

      You can choose to route events via an Integration Service.

      Note

      To route events via an Integration Service, the /EventSetup/Configuration/ForwardEventsToIS PATROL Agent pconfig variable must be set to Yes. 

      During the upgrade of earlier versions of the BMC PATROL Agent, ensure to provide the correct Cell name in the Infrastructure Management - Primary Cell and Infrastructure Management - Secondary Cell fields in the Infrastructure Management Performance Management Cell Configurations installation screen.

      Proceeding with the default value resets the Event Destination of the BMC PATROL Agent to localhost/1828.

      If /EventSetup/Configuration/ForwardEventsToIS is set to Yes and Infrastructure Management - Primary Cell is set to localhost/1828, then the PATROL Agent sends events to the local Cell of the Integration Service.

   10. (Optional) Provide the RTSERVERS variable details.
       BMC PATROL 7 products communicate with each other through one or more RTservers. For previously installed PATROL Agents (version 3.5 or later), you must set the RTSERVERS variable and restart the PATROL Agent. Provide comma separated RTSERVERS variables in the format protocol:hostname:port. For example, tcp:localhost:2059.
   11. Configure the firewall.
       You can choose to automatically add the components to the firewall exception list.

7. Review the deployable package details.

   If you added a monitoring solution that contains sub-components, click the plus sign to view the included sub-components.

8. In the Installation Package Details window, enter the following information:

   • Name: The name of the deployable package. Can contain only A-Z, a-z, 0-9, and underscore (_).
   • (Optional)Description: Enter a description of the package.
     The description is displayed in the list of deployable packages.
   • Format: Select a file compression format for the installation package.

9. Perform one of the following steps:

   • To save the package for future installation on the current host or other hosts, click Save. You can deploy the saved packages to the PATROL Agent or upgrade the PATROL Agent using the TrueSight console.

   • To save the package and download it immediately, click Save and Download. You can download an installation package on one or more hosts and install the components manually. See Downloading and installing saved packages manually.

   A template of the package is saved to the installationDirectory\truesightpserver\data\pproxy\installer_templates folder and is listed in the Deployable Packages tab.
   

    

   Tip

   Pop-up blockers might prevent downloading the deployable package when you select Save and Download. Turn off pop-up blockers or click the pop-up blocked icon in the browser navigation bar to start downloading the deployable package.

10. While creating the package, if you select Save and Download, the package is created and downloaded to your computer. Copy the downloaded package to a host computer where you intend to install the PATROL Agent. Extract the package, and run the RunSilentInstall file to install the PATROL Agent.

11. While creating the package, if you select Save option, the package is created and listed under Deployable Packages tab. In the navigation pane, expand Administration, select Repository, and select the Deployable Packages tab. The saved packages are listed under the Deployable Packages tab as shown in the following figure. Click the action menu of a selected package, and select Download to download and save the package to your computer. Copy the downloaded package to a host computer where you intend to install the PATROL Agent. Extract the package, and run the RunSilentInstall to install the PATROL Agent.

    Note

    • You must run the silent installer file RunSilentInstall from the host computer on which you plan to install the PATROL Agent.
    • You must have created and logged in with the PATROL default account before you run RunSilentInstall.

To edit a component installation package

You can edit any part of an existing deployable package except the operating system and platform.

1. Log on to the TrueSight console. In the navigation pane, expand Administration, select Repository, and select the Deployable Packages tab.
2. In the list of deployable packages, select the action menu for the deployable package to edit, and select Edit.
   The Edit Deployable Package wizard starts.
3. From the Solutions list, select the components that you want to include in the package.

4. From the Version list, select the version of each component that you include in the package.
   You can select a specific version or you can select latest, which automatically updates the package with the latest versions of the components when new versions of those components are added to the Infrastructure Management repository.

5. Perform one of the following actions, depending on your requirements:

   • Add or edit the installation details of existing or new components. 

      Click here to see the details

     Provide PATROL Agent related information:

     Note

     The following fields depend upon the components that are included in the deployable package. Not all fields may be displayed while creating a deployable package.  

     1. Specify the installation directory.
        Perform one of the following actions: 

        • Proceed with the installation in the default directory.
        • Enter a different directory for installation.
        • Leave the field blank and proceed with the installation.
          You can leave the field blank if you do not know the location where the KM or PATROL Agent is installed. When you leave the field blank, the correct directory is automatically selected through the BMC_BASE variable.

     2. Specify the PATROL 3.x product directory.

     3. Follow the instructions in the Important Information section of the wizard.
     4. For UNIX operating system, provide the System Root account details.
        Note: You can continue the package process without the Root details but you will need to complete the root configuration at a later time for the selected component to run correctly.
     5. Provide the PATROL default account credentials.
        You must create this account manually before continuing with the installation. If you plan to use a domain account, type the following otherwise type the local account details:
        1. (Windows) DOMAIN_NAME\account name
        2. (Linux) DOMAIN_NAME\\account name
           Double slash before the account name ensures that the account name is parsed correctly. While editing the package, if the double slash is deleted, type it again.

        Note

        To allow the PATROL Agent to use the Local System account as the default account, leave the username and password fields blank.

     6. Select the security level.
        The default security level is appropriate for most environments.
     7. Specify the PATROL Agent port number.
        The port number is used by the PATROL Agent to communicate with the console. If you are installing a new version of the PATROL Agent over an existing one, ensure that you specify the same port number used by the earlier Agent.
     8. Provide the Infrastructure Management integration configuration:
        1. INTEGRATIONSERVICES variable: this variable is used for automatic registration of the PATROL Agent with Infrastructure Management.

           Enter one or more existing Integration Service(s) to connect to. Separate each entry by a comma and use the format Protocol:IntegrationServiceHostname:PortNumber. For example tcp:Integration Service Hostname:3183, where 3183 is the port on which the Integration Service host listens for an incoming PATROL Agent auto-registration connection.

           Note

           You can connect to the local integration service installed on the Infrastructure Management Server, or Downloading and installing a new instance of the Integration Service

        2. Central Monitoring Administration Tag(s):

           Provide comma separated tags that the PATROL Agent will use to get configuration from Central Monitoring Administration. Each tag follows the format TagName:Description. If there is a space in the description, enclose it with quotes. For example, WinOS:"Windows OS Monitoring".

        3. By default, Central Monitoring Administration manages the PATROL Agent(s) configuration. If you select No, you can enable policy management from Central Monitoring Administration later. For more information, see Managing Infrastructure Management devices from the TrueSight console.

     9. (Optional) Provide the cell configuration details.
        Enter the Infrastructure Management encryption key and the cell details in the format Host/Port.

        You can choose to route events via an Integration Service.

        Note

        To route events via an Integration Service, the /EventSetup/Configuration/ForwardEventsToIS PATROL Agent pconfig variable must be set to Yes. 

        During the upgrade of earlier versions of the BMC PATROL Agent, ensure to provide the correct Cell name in the Infrastructure Management - Primary Cell and Infrastructure Management - Secondary Cell fields in the Infrastructure Management Performance Management Cell Configurations installation screen.

        Proceeding with the default value resets the Event Destination of the BMC PATROL Agent to localhost/1828.

        If /EventSetup/Configuration/ForwardEventsToIS is set to Yes and Infrastructure Management - Primary Cell is set to localhost/1828, then the PATROL Agent sends events to the local Cell of the Integration Service.

     10. (Optional) Provide the RTSERVERS variable details.
         BMC PATROL 7 products communicate with each other through one or more RTservers. For previously installed PATROL Agents (version 3.5 or later), you must set the RTSERVERS variable and restart the PATROL Agent. Provide comma separated RTSERVERS variables in the format protocol:hostname:port. For example, tcp:localhost:2059.
     11. Configure the firewall.
         You can choose to automatically add the components to the firewall exception list.

   • Click Finish to skip to the Installation Package Details window.

     Note

     If you add or remove a component from the deployable package, the Finish button does not appear and you must complete the configuration process.

6. Review the deployable package details.

   If you added a monitoring solution that contains sub-components, click the plus sign to view the included sub-components.

7. In the Installation Package Details window, modify the following information as needed:
   • To save the same package: Do not change the package name. Select Save to overwrite the package with the modified information. 
     To create a new package: Provide a different package name. Select Save As to create a new package. No changes are made to the original package.
     Package name can contain only A-Z, a-z, 0-9, and underscore (_).
   • (Optional) Description: Enter a description of the package.
     The description is displayed in the list of deployable packages.
   • Format: Select a file compression format for the installation package.
8. A template of the package is saved to the <Presentation Server installation directory>\truesightpserver\data\pproxy\installer_templates folder and is listed in the Deployable Packages tab.