First-time installation

This section describes how to install PATROL for Exchange Servers for the first time.

Before you begin

Verify that the appropriate supporting role is installed on the computer. See Target computers and their roles for more information.
You should first install on a limited number of computers in a test environment, test the installation thoroughly, and then install in your production environment.
If you want to install PATROL for Exchange Servers 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.
You must shut down your PATROL Console.

Default and custom installation

You can install PATROL for Exchange Servers using either the Default or Custom installation type:

The Default installation type uses default values for all optional configuration information. It prompts you only for mandatory configuration information. This type is designed for any or all of the following situations:
- 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.
The Custom installation type allows you to install individual components of the product. It requires that you specify all configuration information. This type is designed for any or all 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
- You are upgrading PATROL for Exchange Servers from a previously installed version.
- You are installing into an existing PATROL environment that is not in the default installation directory.

Regardless of the type of installation you choose, you must repeat this installation process for each computer or virtual server on which you want to install PATROL for Exchange Servers.

To install PATROL for Exchange Servers on Windows

From the installation image that has been electronically downloaded from an EPD site and extracted, run setup.exe.
On the Welcome to the Installation Utility page, click Next to begin your installation.
Review the license agreement, select Accept and click Next to continue.
On the Select Installation Option page, select Install products on this computer now and click Next to continue.
On the Specify Installation Directory page, select one of the following options and click Next to continue.
- Accept the default directory.
- Enter the correct information based on your installation scenario according to the following table.The [confluence_table-plus] macro is a standalone macro and it cannot be used inline. Click on this message for details.
  This macro generates standalone content. As a consequence you need to make sure to use a syntax that separates your macro from the content before and after it so that it's on a line by itself. For example in XWiki Syntax 2.0+ this means having 2 newline characters (a.k.a line breaks) separating your macro from the content before and after it.
On the Select Type of Installation page, select one of the following install types and click Next:
- Select Default to install PATROL for Exchange Servers with the default values for all optional configuration information.
- Select Custom to install PATROL for Exchange Servers with configuration information that you specify.
On the Select System Roles page, select any or all of the following roles to indicate the components that you want to install and click Next:
- Select Common Services if you are installing to a computer that hosts the PATROL Central Operator - Web Edition (PATROL 7. x architecture) Web server, the PATROL Console Server, or the RTserver.
- Select Console Systems if you are installing to a computer that hosts a PATROL Console for Windows or for UNIX or the PATROL Configuration Manager.
- Select Managed System if you are installing to a computer that hosts a PATROL Agent.
  For more information, see Target computers and their roles.
From the Select Products and Components to Install page, expand the PATROL for Microsoft Exchange Servers folder and select the items that you want to preload and click Next.
Note
Regardless of which components you select to preload, all of the preload packages will be installed on the target computer.
- To monitor and manage Microsoft Exchange Servers 2003 and 2007 components, select the PATROL Knowledge Module for Microsoft Exchange 2003 and 2007 Server Roles option.
If the Provide the PATROL 3.x Product Directory page is displayed, enter in the PATROL 3.x Product Directory field the directory in which you want to install PATROL for Exchange Servers as appropriate for your installation scenario according to the following table.The [confluence_table-plus] macro is a standalone macro and it cannot be used inline. Click on this message for details.
This macro generates standalone content. As a consequence you need to make sure to use a syntax that separates your macro from the content before and after it so that it's on a line by itself. For example in XWiki Syntax 2.0+ this means having 2 newline characters (a.k.a line breaks) separating your macro from the content before and after it.
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.
If the Confirm BMC Product Startup Information page is displayed:
1. In the Specify the Current Agent Port Numberfield, enter the port number 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 Yes or No:
  - 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.
3. Click Next.
On the Review Selections and Install page, 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 page opens that contains current messages, current milestones, and percentage complete.
When the status page reports that the installation is 100% complete, click Next to view the results page. (Next does not appear until the installation is 100% complete.)
(Optional) On the results page, click View Log to review the details of the installation.
Click Finish to close the installation utility.

To install PATROL for Exchange Servers on UNIX

From the installation image that has been electronically downloaded from an EPD site, run ./setup.sh.
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.
On the Welcome to the Installation Utility page, click Next to begin your installation.
On the Review License Agreement page, review the license agreement, select Accept, and click Next to continue.
On the Select Installation Option page, select I want to install products on this computer now and click Next to continue.
On the Specify Installation Directory page, select one of the following options and click Nextto continue.
- Accept the default directory.
- Enter the correct information based on your installation scenario according to the following table:The [confluence_table-plus] macro is a standalone macro and it cannot be used inline. Click on this message for details.
  This macro generates standalone content. As a consequence you need to make sure to use a syntax that separates your macro from the content before and after it so that it's on a line by itself. For example in XWiki Syntax 2.0+ this means having 2 newline characters (a.k.a line breaks) separating your macro from the content before and after it.
From the Select Type of Installation page, select one of the following install types and click Next:
- Select Default to install PATROL for Exchange Servers with the default values for all optional configuration information.
- Select Custom to install PATROL for Exchange Servers with configuration information that you specify.
On the Select System Roles page, select the Console Systems option and click Next.
From the Select Products and Components to Install page, expand the PATROL for Microsoft Exchange Servers folder and select the items that you want to preload (see Preload package descriptions and included components) and click Next.
Note
Regardless of which components you select to preload, all of the packages will be installed on the target computer.
- To monitor and manage Bridgehead or Gateway servers, select the Manage Microsoft Exchange Bridgehead/Gateway Servers option.
- To monitor and manage Mail Server components and users, select the Manage Microsoft Exchange Mail Servers option.
- To monitor and manage public folder servers, select the Manage Microsoft Exchange Public Folder Servers option.
- To monitor and manage Outlook web access server components, select the Manage Microsoft Outlook Web Access Servers option.
If the Provide the PATROL 3.x Product Directory page is displayed, enter in the PATROL 3.x Product Directory field the directory in which you want to install PATROL for Exchange Servers as appropriate for your installation scenario according to the following table.The [confluence_table-plus] macro is a standalone macro and it cannot be used inline. Click on this message for details.
This macro generates standalone content. As a consequence you need to make sure to use a syntax that separates your macro from the content before and after it so that it's on a line by itself. For example in XWiki Syntax 2.0+ this means having 2 newline characters (a.k.a line breaks) separating your macro from the content before and after it.
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.
If the Confirm BMC Product Startup Information page is displayed:
1. In the Specify the Current Agent Port Number field, enter the port number 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 Yes or No:
  - 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.
3. Click Next.
On the Review Selections and Install page, 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 page opens that contains current messages, current milestones, and percentage complete.
When the status page reports that the installation is 100% complete, click Next to view the results page. (Next does not appear until the installation is 100% complete.)
(Optional) On the results page, click View Log to review the details of the installation.
Click Finish to close the installation utility.