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The installation utility offers two types of installations: Default and Custom.

  • The Default installation type uses default values for all optional configuration information. It prompts you only for mandatory configuration information. 
    • You are new to the PATROL product that you are installing and you have an agent or console already installed in the default directories.
    • You are performing a first-time installation (you are not upgrading), and you are installing into the default product installation directories.

      Warning

      If you are installing PATROL KM for UNIX to an existing PATROL Agent or Console environment that is not in the default installation directory, use Custom. Do not use Default. Default will automatically install the agent or console with PATROL for UNIX and Linux and overwrite your existing installation. If you do not want to overwrite your existing installation, use Custom so that you can clear the selection of the agent or console product.

  • With the Custom installation type, you can install individual components of the product. It requires that you specify all configuration information. This type is suitable in any of the following situations:
    • You want to install individual components rather than the entire product.
    • You want to specify
      • The port numbers that components use to communicate with each other
      • Asecurity level greater than basic security
      • Any other product settings that a user might want to change
    • You are upgrading PATROL KM for UNIX from a previously installed version.
    • You are installing into an existing PATROL environment that is not in the default installation directory.
      The Custom installation type installs the components and KMs that you select.

You can install PATROL KM for UNIX 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 PATROL KM for UNIX.

Note

By default, the Default installation type configures the PATROL Agent to connect through port 3181. If you want to connect the agent from a different port, you must use the Custom installation type.

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.
  • If you want to install PATROL KM for UNIX on a 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.
  • Mount the CD-ROM on a UNIX or Linux computer. For more information, see Mounting a CD on UNIX .

To Install Using the Default Installation Type

  1. From the installation PATROL KM for UNIX CD or from an installation image that has been electronically downloaded from an EPD site and extracted, run setup.sh.

    Note

    You can download the complete PATROL for UNIX and Linux product solution or individual product components from the product EPD website.

    If you are installing into 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.

      Note

      On UNIX systems, you cannot eject removable media while the media is being accessed. To swap CDs, you might need to exit the installation utility, then, from a command line, change directory to root directory and restart the utility by specifying the absolute path; for example, /mnt/cdrom/setup.sh.

  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 KM for UNIX will be installed into 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 Target Computers and Their Roles.
  8. From the Select Products and Components to Install window, select the items that you want to install (see following figure)and click Next.
    For information about each of the product components you can install see PATROL for UNIX and Linux Components . Each computer that you want to monitor must have a PATROL Agent installed on it to collect data. Computers might have one or more PATROL KMs installed on them, depending on what you want to monitor on the computer.

    PATROL for UNIX and Linux Select Product and Components to Install Screen (Default)
  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 creates then begins to copy the files required for the product installation from the current CD image. 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.

    The Additional CDs Needed screen is displayed and lists in sequence the CDs required to complete the installation.

  10. Insert the CD that is indicated on the Additional CDs Needed screen, then enter the drive letter or mount volume in the space provided. If you copied the CD to your computer, enter the directory where the image is located and click Next.
  11. When the next Additional CDs Needed screen is displayed, follow the directive to place the original product CD back in the CD-ROM drive and click Next.
  12. {UNIX installations only] If the Provide the System Root Account Propertieswindow is displayed, 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.
    • If you need to run configuration scripts, you will need to complete the root configuration or use a sudo account and password in instead of root authorization. See the Installation Utility Reference Manual for details.
  13. 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. (For more information about the PATROL account, see Accounts ).
  14. In the Kernel Data Collector Properties UNIX - General window, select DefaultLink and click Next.
  15. 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.
  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.
  18. Click Finish to close the installation utility.

To Install Using the Custom Installation Type

  1. From the installation PATROL KM for UNIX CD or from an installation image that has been electronically downloaded from an EPD site and extracted, run setup.sh.

    Note

    You can download the complete PATROL for UNIX and Linux product solution or individual product components from the product EPD website.

    If you are installing into 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 PATROL KM for UNIX into 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 into the PATROL 3. x Product Directory field.
    You will specify the PATROL product directory in step 12.
  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 Target Computers and Their Roles.
  8. From the Select Products and Components to Install screen, select the items that you want to install (see following figure) and click Next.
    For information about each of the product components you can install see PATROL for UNIX and Linux Components . Each computer that you want to monitor must have a PATROL Agent installed on it to collect data. Computers can have one or more PATROL KMs installed on them, depending on what you want to monitor on the computer.

    Note

    If you are installing PATROL KM for UNIX from a Windows server, the PATROL Agent is not listed as a selectable item in the Select Products and Components to Install screen, as shown in The following figure . The PATROL Agent is not listed because the PATROL Agent that is a component of PATROL KM for UNIX is a UNIX agent. If you want to install the PATROL Agent on a Windows server, you must install the Windows agent from the PATROL for Microsoft Windows Servers product.



    PATROL for UNIX and Linux Select Product and Components to Install screen when installing on UNIX (Custom)



    PATROL for UNIX and Linux Select Product and Components to Install screen when installing on Windows (Custom)

  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 from the current CD image. 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.

    The Additional CDs Needed screen is displayed and lists in sequence the CDs required to complete the installation.

  10. Insert the CD that is indicated on the Additional CDs Needed screen, then enter the drive letter or mount volume in the space provided and click Next. If you copied the CD to your computer, enter the directory where the image is located and click Next.

    Note

    On UNIX systems, you cannot eject removable media while the media is being accessed. To swap CDs, you might need to exit the installation utility and then, from a command line, cd to / and restart the utility by specifying the absolute path; for example, /mnt/cdrom/setup.sh.

  11. When the next Additional CDs Needed screen is displayed, follow the instruction to place the original product CD back in the CD-ROM drive and click Next.
  12. 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 PATROL KM for UNIX.
    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.
  13. (UNIX installations only) If the Provide the System Root Account Propertieswindow is displayed, 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.

  14. If the PATROL Default Account Properties window appears, 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. (For more information about the PATROL Account, see Accounts ).

    Note

    The Confirm BMC Product Startup Information window described in step 15 might not be displayed if you are not installing into a managed system.

  15. If the Complete the Confirm BMC Startup Information window appears, perform the following steps:
    1. In the Specify the Current Agent Port Numberfield, 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.
  1. In the Kernel Data Collector Properties UNIX - General window, select DefaultLink and click Next.
  2. 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.
  3. 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.)
  4. (Optional) In the results window, click View Log to review the details of the installation.
  5. Click Exit to close the installation utility.

Where to go from here

For more information about loading and configuring the BMC PATROL KM for UNIX and Linux, see Configuring in a BMC PATROL environment.

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