Installing in UNIX environment

You can install PATROL Agent using either the default or custom installation type. Regardless of the type of installation that you choose, you must repeat this installation process for each computer on which you want to install the PATROL Agent. 

Before you begin

• Install on a limited number of computers in the test environment, test the installation thoroughly, and then install in your production environment.
• You must have created and be logged in as the PATROL default account.
• Add the DNS entry corresponding to the host computer in the etc/hosts file.
• If you want to install on a host computer running UNIX but that does not have a browser installed, you must have access to a second computer that runs a browser that is supported by the installation utility.

To install using the Default Installation type

1. Download and extract the installation files, and run setup.sh.

   If you are installing in a UNIX environment without a browser, perform the following steps to launch the installation utility:

   1. From a command line, change to the directory where the installation utility is located and enter the following command to start the installation Web server:
      ./setup.sh -serveronly
      A message box is displayed that shows the URL that you can use to connect to the installation Web server.
   2. On another computer with a browser, start the browser.

   3. Connect to the installation Web server from the browser to start the installation utility by using the URL that is displayed in the message box on the computer on which you are installing the product.

2. In the Welcome to the Installation Utility window, click Next to begin your installation.
3. Review the license agreement, select Accept, and click Next to continue.
4. In the Select Installation Option window, select Install products on this computer now and click Next to continue.
5. In the Specify Installation Directory window, accept the default directory and click Next to continue.
   By default, PATROL Agent is installed on the /opt/bmc directory.
6. In the Select Type of Installation window, select Default and click Next to continue.
7. In the Select System Roles window, select any or all of the following roles to indicate the components that you want to install and click Next.
   • If you are installing to a computer that hosts or will host a PATROL Console for UNIX, select Console Systems.
   • If you are installing to a computer that hosts or will host a PATROL Agent or PATROL KMs, select Managed Systems.
   • If you are installing to a computer that hosts or will host the PATROL Central Operator - Web Edition (PATROL 7.x architecture) Web server, the PATROL Console Servers, or the RTservers, select Common Services.
     For more information, see Installation account.
8. From the Select Products and Components to Install window, select PATROL Agent for Linux and Unix, and any other components that you want to install, and click Next.

9. In the Temporary space for installing external components screen, enter or browse to a directory  (for example, /tmp) on your computer that can serve as a storage location where the product files can be copied temporarily before being installed on your computer and click Next.
   If the directory that you enter does not exist, the installation utility attempts to create it. The installation utility creates then begins to copy the files required for the product installation. This process might take a few moments.

   Note

   Make sure that the temporary directory that you specify has adequate disk space to make a copy of all the components required by the product that you are installing. After the installation is complete, the installation utility removes the copied files and the temporary directory.

10. In the Provide the System Root Account Properties window, enter the ID and password for the root account and click Next.

    Note

    • If you want to continue without specifying the root password, then select Next. You will need to complete the root configuration at a later time before you start using the product.
    • If you need to run configuration scripts, you will need to complete the root configuration or use a sudo account and password instead of root authorization. For more information, see Creating a privileged account using sudo.
    • If you use a sudo account instead of root account to run the root scripts, the mod_patrolconf.sh script gets deleted. All the root scripts fail once the mod_patrolconf.sh gets deleted, and you will not be able to proceed even with the root account.
    • Run the agent_configure.sh script before you run any of the root scripts to avoid the unintended deletion of some of these script files. 
11. In the PATROL Default Account Properties window, enter the user name and password that you want to use for your PATROL default account and click Next. You should have created this account manually before you began to install PATROL Agent. (For more information about the PATROL account, see Installation account.
12. In the Kernel Data Collector Properties UNIX - General window, select DefaultLink and click Next.
13. In the Review Selections and Install window, review the selections carefully to ensure that they are correct:
    • If you want to change your selections, click Back and make those changes.
    • If the selections are correct, click Start Install to start installing.
      A status window opens that contains current messages, current milestones, and percentage complete.
14. When the status window reports that the installation is 100% complete, click Next to view the results window. (Next does not appear until the installation is 100% complete.)

15. (Optional) In the results window, click View Log to review the details of the installation.

    Note

    You can also check the installation log details in the $HOME\BMCINSTALL directory.

16. Click Finish to close the installation utility.

To install using the Custom Installation type

1. Download  and extract the installation files, and run setup.sh.

   If you are installing in a UNIX environment without a browser, perform the following steps to launch the installation utility:

   1. From a command line, change to the directory where the installation utility is located and enter the following command to start the installation Web server:
      ./setup.sh -serveronly
      A message box is displayed that shows the URL to use to connect to the installation Web server.
   2. On another computer with a browser, start the browser.
   3. Connect to the installation Web server from the browser to start the installation utility by using the URL that is displayed in the message box on the computer on which you are installing the product.
2. In the Welcome to the Installation Utility window, click Next to begin your installation.
3. In the Review License Agreement window, review the license agreement, select Accept, and click Next to continue.
4. In the Select Installation Option window, select Install products on this computer now and click Next to continue.
5. In the Specify Installation Directory window, enter the path up to, but not including, your current installation directory and click Next.
   For example, to install the PATROL Agent in the directory /opt/bmc*/PATROL3-4*, enter PATROL3-4 in the PATROL 3.x Product Directory field.
   If your installation directory is at the root level (such as /opt/bmc*)*, do not enter anything in the PATROL 3.x Product Directory field.
   You will be prompted to specify the PATROL product directory in step 10.
6. From the Select Type of Installation Window, select Custom and click Next.
7. In the Select System Roles window, select any or all of the following roles to indicate the components that you want to install and click Next.
   • If you are installing to a computer that hosts or will host a PATROL Console, select Console System.
   • If you are installing to a computer that hosts or will host a PATROL Agent or PATROL KM, select Managed System.
   • If you are installing to a computer that hosts or will host the PATROL Central Operator - Web Edition (PATROL 7.x architecture) Web server, the PATROL Console Servers, or the RTservers, select Common Services.
     For more information, see Installation account.

8. From the Select Products and Components to Install screen, select PATROL Agent for Linux and Unix, and any other components that you want to install, and click Next.

9. In the Temporary space for installing external components screen, enter or browse to a directory (for example, C:\temp for Windows or /tmp for UNIX) on your computer that can serve as a storage location where the product files can be copied temporarily before being installed on your computer and click Next.
   If the directory that you enter does not exist, the installation utility attempts to create it. The installation utility then begins to copy the files required for the product installation. This process might take a few moments.

   Note

   Ensure that the temporary directory that you specify has adequate disk space to make a copy of all the components required by the product that you are installing. After the installation is complete, the installation utility removes the copied files and the temporary directory.

10. In the Provide the PATROL 3.x Product Directory window, enter in the PATROL 3.x Product Directory field the directory in which you want to install the PATROL Agent.
    This directory is appended to the base directory path that is shown in the BMC Products Installation Directory field. The installation directory was entered in step 5.

11. In the Provide the System Root Account Properties window, enter the ID and password for the root account and click Next.

    Note

    If you want to continue without specifying the root password then select Next. You will need to complete the root configuration at a later time before the products you selected will run correctly.

12. In the PATROL Default Account Properties window, enter the user name and password that you want to use for your PATROL default account and click Next. You should have created this account manually before you began to install the PATROL. Agent (For more information about the PATROL Account, see Installation account).

    Note

    The Confirm BMC Product Startup Information window described in step 13 might not be displayed if you are not installing in a managed system.

13. In the Complete the Confirm BMC Startup Information window, perform the following steps:

    1. In the Specify the Current Agent Port Number field, enter the port number that you want the PATROL Agent to use. The default is 3181.

       Note

       If your previous installation used a different port number, change the default to the current port number for the PATROL Agent.

    2. In the Restart the PATROL Agent automatically? field, select the appropriate option:

       • If you want the installation utility to restart the PATROL Agent after the installation is complete, select Yes.
       • If you want to restart the PATROL Agent manually after the installation is complete, select No.
14. In the Kernel Data Collector Properties UNIX - General window, select DefaultLink and click Next.
15. In the Review Selections and Start Install window, review the selections carefully to ensure that they are correct:
    • If you want to change your selections, click Back and make those changes.
    • If the selections are correct, click Start Install to start installing.
      A status window opens that contains current messages, current milestones, and percentage complete.
16. When the status window reports that the installation is 100% complete, click Next to view the results window. (Next does not appear until the installation is 100% complete.)

17. (Optional) In the results window, click View Log to review the details of the installation. 

    You can also check the installation log details in the $HOME\BMCINSTALL directory.

18. Click Exit to close the installation utility.