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This section contains information about requirements that must be in place before beginning the installation, preinstallation tasks that you must perform, and other considerations.

For an overview of Microsoft Exchange Servers, see Architecture and Key concepts.

BMC recommends that you first install PATROL for Exchange Servers on a limited number of development or test computers, then configure and test it before installing it on production computers.

Installation prerequisites

Before you install, you must verify the following list:

Checking for product patches or fixes before installing

Product fixes or patches are often available through the Customer Support website at http://www.bmc.com/support.html .Patches correct problems that are found after a product is released. BMC recommends that you check the product page for this version of PATROL for Exchange Servers on the website to determine whether a patch is available before you begin installing the product.

Determining how to install products

You can install products on the computer on which you are running the installation utility (local installation), or you can create an installable image of products so that you can install them at a later time. An installable image is a fully configured product image that you can use to install products to multiple computers. With an installable image, you can create one product image with one pass through the installation utility and then use that image to install to remote computers in your environment.

Local installation

If you install locally, you must install PATROL for Exchange Servers and a PATROL Agent on each computer that you want to monitor, and PATROL for Exchange Servers and a PATROL Console on each computer from which you want to view results. If you install locally in a PATROL 7. x environment, you must install PATROL for Exchange Servers on the computer that hosts the PATROL Console Server.

Remote installation

If you create an installable image, the product configuration information that you enter, such as the BMC products installation directory, account names, passwords, PATROL Agent port number, and security options, must be the same for all computers on which you install the image. If you want to specify different settings for different computers, you must either create a separate image for each set of values that you want to implement or edit the variables in the image's control file by using the ctltool.

For details about creating, distributing, and installing installable images, see the PATROL Installation Reference Manual.

Determining the version of the installation utility

The installation instructions contained in this section relate to version 9.5.00 of the installation utility. This version of the installation utility might be different from the version included on another product CD or from a version that you downloaded from the BMC Software Electronic Product Download (EPD) site. If you use a version of the installation utility other than the 9.5.00 version , the instructions in this section might not accurately describe what you see on your screen.

To determine the version of an installation utility, perform the following steps:

  1. Open a command prompt. andddd
  2. Navigate to the directory where the installation utility is located.
  3. Enter the appropriate command:
    • (Windows): setup.exe -v
    • (UNIX): setup.sh -v 

      In Windows, a message box displays the version of the installation utility.

      In UNIX, the installation script displays version information at the command prompt.

Target computers and their roles

The installation utility prompts you to select the roles performed by the computer on which you are installing BMC products (the target computer). Before beginning the installation process, review the following definitions of the roles that are presented in the installation utility and decide which of these roles is performed by each computer in your environment.

  • Console Systems(also referred to as console computers) host user desktop applications such as consoles, user interfaces, viewers, and browsers. Select this option if the computer on which you are installing will perform any of the following roles:
    • Monitor and manage on Windows by using a PATROL Central Operator - Microsoft Windows Edition console (PATROL 7. x architecture)
    • Monitor and manage on a web browser using a PATROL Central Operator - Web Edition console (PATROL 7. x architecture)
    • Monitor, manage, and develop KMs on UNIX by using a PATROL Console for UNIX (PATROL 3. x architecture)
    • Monitor, manage, and develop KMs on Windows by using a PATROL Console for Windows (PATROL 3. x architecture)
    • Manage on Windows by using the PATROL Configuration Manager
  • Managed Systems(also referred to as agent computers) host software that manages the resources on the computer, such as a PATROL Agent, and PATROL KMs. Select this option if the computer on which you are installing will perform any of the following roles:
    • Host a PATROL Agent 9.5 (works with both the PATROL 3. x and PATROL 7. x architecture)
    • Host KMs and components that contain the knowledge that PATROL uses to monitor the resources on this computer
  • Common Services (new with PATROL 7. architecture) computers host services that are shared among managed systems and console systems. You can install each of these common services on any computer in the network. Select this option if the computer to which you are installing will perform any of the following roles:
    • Host the PATROL Central Operator - Web Edition (PATROL 7. x architecture) Web server
    • Host the PATROL Console Server

Determining where to install KMs based on architecture

PATROL 3. x and PATROL 7. x architectures differ as to which target computers store KMs and how much KM information is required by each type of system. During installation, ensure that you select the appropriate types of systems according to the following information.

PATROL 3.x

Install KM packages to computers whose roles are defined as Managed Systems and Console Systems.

A PATROL 3. x environment includes the following components:

  • The PATROL Agent 9.5.00 and above runs on Managed Systems.
  • The PATROL Console for Windows or PATROL Console for UNIX version 3.4.11 and above runs on Console Systems.

PATROL 7.x

For PATROL Central Operator - Microsoft Windows Edition, install KM packages to Console Systems, Common Services Systems, and Managed Systems.

For PATROL Central Operator - Web Edition, install KM packages to Common Services Systems and Managed Systems.

A PATROL 7. x environment includes the following components:

  • The PATROL Agent 9.5.00 runs on Managed Systems.
  • The RTserver runs on Common Services Systems.
  • The PATROL Console Server runs on Common Services Systems.
  • The PATROL Central Operator - Microsoft Windows Edition, PATROL Central Operator - Web Edition, or both run on Console Systems.

For more information about the PATROL 7. x architecture, see the PATROL Infrastructure Planning Guid.

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