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This section contains a high-level overview of the steps involved in installing and configuring PATROL for Exchange Servers. Use these steps if you are an experienced PATROL user, all other PATROL elements (PATROL Agent, PATROL Console, or common services) are already installed, and you are installing and configuring on one server.

  1. From the downloaded and extracted image, run setup.exe.
  2. On the Welcome to the Installation Utility page, click Next.
  3. Review the license agreement, select Accept, and click Next.
  4. On the Select Installation Option page, accept the default selection and click Next.
  5. On the Specify Installation Directory page, verify that the installation directory is correct and click Next.
  6. On the Select Type of Installation page, select Default and click Next.
  7. On the Select System Roles page, verify that the selected roles are correct and click Next.
  8. On the Select Products and Components to Install page, select the required preload options and click Next.


    All of the KM packages will be installed; this selection determines which .kml files will be preloaded on your agent or console.

  9. If the Provide the PATROL 3.x Product Directory page is displayed, verify the directories and click Next.
  10. On the Review Selections and Install page, review your selections to ensure that they are correct and click Start Install.
  11. When the status page reports that the installation is 100% complete, click Next. Then click Finish to close the installation utility, and click Yes in the two Close Window dialog boxes.
  12. From a PATROL Console, add the host computer.
  13. If you are using either the PATROL Central - Windows Edition console or the PATROL Central - Web Edition console, load the MSEXCH_Server.kml file. This .kml file loads all application classes appropriate for your Exchange server version.


    If you are using the PATROL Console for Microsoft Windows or the PATROL Console for UNIX, the .kml file automatically preloads after you add the host.

  14. In the Configure Account Roles dialog box accept the default accounts by clicking Next twice. For more information about the account roles, refer to Accounts. For more information about specifying and creating accounts, refer to Configuring account roles for Exchange Servers.
  15. Specify a password for the account that will be created.
  16. Click Finish.
    Following the next discovery cycle, PATROL for Exchange Servers begins populating and instantiating application classes.
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