Installing in a UNIX environment

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. See Default and Custom Installation Types for guidelines for using each installation type.

• • Before you begin
  • To install using the default installation type
  • To  install using 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 on as the PATROL default account.
• Add the DNS entry corresponding to the host computer in the etc/hosts file.
• If you want to install PATROL KM for UNIX on a computer running UNIX, but one without 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.

   Warning

   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 displays the URL that you must 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.

      Warning

      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, 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 PATROL-default-account.
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 then begins to copy the files required for the product installation from the current CD image. This process might take a few moments.

   Warning

   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, and 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 Properties window is displayed, enter the ID and password for the root account, and click Next.

    Warning

    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 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 displays current messages, current milestones, and the 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.

   Warning

   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 displays, the URL that you must 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.
4. In the Select Installation Option window, select Install products on this computer now, and click Next.
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 PATROL-default-account.

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.

   Warning

   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.

   Warning

   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, and 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.

    Warning

    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 PATROL 3. x Product Directory field of the Provide the PATROL 3. x Product Directory window, enter 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 Properties window is displayed, enter the ID and password for the root account, and click Next.

    Warning

    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 PATROL-default-account.

    Warning

    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 Number field, enter the port number that you want the PATROL Agent to use. The default is 3181.

       Warning

       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.
16. In the Kernel Data Collector Properties UNIX - General window, select DefaultLink and click Next.
17. 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 displays current milestones, and the percentage complete.
18. 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.)
19. (Optional) In the results window, click View Log to review the details of the installation.
20. Click Exit to close the installation utility.