Installing For the First Time

You can install PATROL KM for Event Management using either the Typical or Custom installation type. Regardless of the type of installation you choose, you must repeat this installation process for each computer on which you want to install PATROL KM for Event Management.

Before you begin

• You first must 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 the PATROL default account.

To Install Using the Typical Installation Type

1. Close the Service Control Manager window and the Control Panel window.
2. From the PATROL for Microsoft Windows Servers CD or from an installation image that has been electronically downloaded from an EPD site and extracted, run setup.exe.
3. In the Welcome to the Installation Utility window, click Next to begin your installation.
4. Review the license agreement, select Accept, and click Next to continue.
5. In the Select Installation Option window, select I want to install products on this computer now and click Next to continue.
6. In the Select Type of Installation window, select Typical and click Next to continue.
7. In the Specify Installation Directory window, accept the default directory and click Next to continue.

8.  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 (Windows only) PATROL Console for Window (Unix only) PATROL Console for Unix, select Console Systems.
   • If you are installing to a computer that hosts or will host a PATROL Agent, 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.
     
     System Role Packages Available for Product Components
     

      

     Product Component/Selectable Entity	System Role to Select
     	Console System		Managed System	Common Services a
     	PCO-Win b	PATROL 3 c
     PATROL Knowledge Module for Event Management	no	yes	yes	yes

   1. PATROL Central Operator - Web Edition. This console is available when you select the common services role. 
   2. PATROL Central Operator - Microsoft Windows Edition. This console is available when you select the console system role. 
   3. PATROL Console for Windows and PATROL Console for Unix are PATROL 3 console systems. They are available when you select the console system role.

   Fore more information, see Determining Where to Install the PATROL Agent.

9. From the Select Products and Components to Install window, select components that you want to install (see the following figure) and click Next.
   
   

   Warning

   Note

   If you choose the typical installation type, the PATROL KM for Event Management is automatically installed when you select the operating system KM. For example, if you select the PATROL KM for Windows Operating System, the PATROL KM for Event Management is automatically installed.

    Select Products and Components to Install - Typical Install 
   
   
    

   Warning

   Note

   The actual selectable components may be different that what is shown in the following figure. For example, components that you are installing with the PATROL KM for Event Management will also be shown.

    

10. 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 must have created this account manually before you began to install PATROL. (For more information about the PATROL account, see Accounts) This window is displayed only when you are installing a product that requires a PATROL logon.
11. In the Confirm BMC Product Startup Information window, specify whether to restart the PATROL Agent after installation. This window is displayed only if you are installing to a PATROL Agent system.
12. In the Review Selections and Install window, review the selections carefully to ensure that they are correct:

1. 1. To change your selections, click Back and make those changes.
   2. If the selections are correct, click Start Install to start installing.
      A status window opens that contains current messages, current milestones, and percentage complete. 
2. 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.)
3. Click Finish to close the installation utility.

 

To Install Using the Custom Installation Type

1. Close the Service Control Manager window and the Control Panel window.
2. From the PATROL for Microsoft Windows Servers CD or from an installation image that has been electronically downloaded from an EPD site and extracted, run setup.exe.
3. In the Welcome to the Installation Utility window, click Next to begin your installation.
4. In the Review License Agreement window, review the license agreement, select Accept, and click Next to continue.
5. In the Select Installation Option window, select I want to install products on this computer now and click Next to continue.
6. From the Select Type of Installation Window, select Custom and click Next.
7. In the Specify Installation Directory window, enter the directory where the products you select will be installed and click Next.
    The PATROL product directory is appended to the path that you enter in this step. You will specify the PATROL product directory in step 10.
8. 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:
   1. If you are installing to a computer that hosts or will host a PATROL Console, select Console System.
   2. If you are installing to a computer that hosts or will host a PATROL Agent, select Managed System.

   3. 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 Determining Where to Install the PATROL Agent
      For more information about the PATROL consoles and PATROL Console Server or RTserver, see the following documents:

      PATROL Central Operator - Web Edition Getting Started

      PATROL Central Operator - Microsoft Windows Edition Getting Started

      PATROL Console Server and RTserver Getting Started

9. From the Select Products and Components to Install window, select the items that you want to install and click Next.
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 PATROL KM for Event Management as appropriate for your installation scenario. For more information, see the instructions displayed on the PATROL 3. x Product Directory window.
    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 7.
11. 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 must have created this account manually before you began to install PATROL. (For more information about the PATROL Account, see Accounts) This window is displayed only when you are installing a product that requires a PATROL logon.

12. 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.

       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.
      • To restart the PATROL Agent manually after the installation is complete, select No.
      • This window may not be displayed if you are not installing into a managed system. 
13. In the Review Selections and Start Install window, review the selections carefully to ensure that they are correct:

1. 1. To change your selections, click Back and make those changes.
   2. If the selections are correct, click Start Install to start installing.
      A status window opens that contains current messages, current milestones, and percentage complete. 
2. 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.)
3. Click Exit to close the installation utility.