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Installation process overview for on-premises components


If you have BMC Helix Client Management 9.x or later installed, see Upgrading BMC Helix Client Management for the upgrade procedure.

Step

Operation

Comments

1

Plan your environment

Before you start on any installation tasks you should create a schema of your network and design its components.

2

Review the system requirements (hardware and software) for BMC Helix Client Management

The compatibility information is subject to change. For the latest, most complete information about what is officially supported, see System requirements.

3

Download and install the console on at least one device in your network

See Downloading-and-installing-the-BMC-Helix-Client-Management-console for detailed information on this topic.

4

First level-relay installation

In a BMC Helix Client Management cloud installation, one or several master relays are take the specific functionalities that are normally executed by the master server. See Installing-the-first-level-master-relay to install a master relay on a Windows system.

5

Perform specific configurations

After the console and the master relay are installed and before the agents are rolled out, some specific configuration tasks need be done. See Configuring-after-installing-the-BMC-Helix-Client-Management-console .

6

Prepare for agent rollout

Before you can roll out the agent to the master relay, relays and clients in your environment, a few preparatory tasks must be done, such as importing your license and creating the target groups for the rollouts. See Agent-rollout-configuration .

7

Roll out the relay agents

See Rolling-out-relay-agents-in-a-cloud-environment for detailed information on how to roll out the BMC Helix Client Management agents to all your relays.

8

Roll out the client agents

The installation procedure consists of the following steps: 
installprocess_saas.png

 

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