Installing for the first time

To determine whether you should use this installation procedure, see Choosing an installation procedure, or proceed to Upgrading and saving customizations.

Before you begin

Whether this is a first time installation or an upgrade, perform the following actions:

• Create the PATROL default account before installing.
• Install (or upgrade, if required) PATROL Agent and console products before installing or upgrading PATROL for Microsoft SQL Server (If you are installing from a CD that contains Agents, consoles, and PATROL for Microsoft SQL Server, you can install them at the same time.).
• Install on a limited number of computers in a test environment, test the installation thoroughly, and then install in your production environment.

If you are upgrading, whether you plan to save your changes or not, take the following actions:

• Move the old PATROL for Microsoft SQL Server to a new directory that is different from PATROL_HOME.
• Remove PATROL for Microsoft SQL Server files from PATROL_CACHE.

To back up the current installation and move files from PATROL_CACHE

1. Shut down any PATROL Agents, consoles, and related services that are currently running.
2. Ensure that no one is accessing any PATROL files or directories.
3. Perform a full backup of the following directories where PATROL executables and data are typically stored:
   • PATROL_HOME for agent and console installation directories
   • PATROL_CACHE for the console working cache
4. Remove all PATROL for Microsoft SQL Server files with the following naming patterns from PATROL_CACHE\knowledge and PATROL_CACHE\psl:
   • MSSQL*
   • RA1MSSQL*

To install for the first Time, upgrade without saving customizations, or upgrade and migrate customizations manually

1. From the installation CD or from an electronically downloaded (EPD) installation image, start the installation utility by running setup.exe (Windows) or setup.sh (UNIX).
2. In the Welcome to the Installation Utility window, click Next.
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 one of the following options:
   • To install locally now, select I want to install products on this computer now and click Next to continue.
   • To create an installable image that you can install locally and remotely later, select Create an image to be installed later, enter the directory where you want the installation image stored, and click Next to continue.
      To help you determine which of installation options you want to select, see Determining whether to install locally or remotely.
5. In the Specify Installation Directory window, enter the directory where your current BMC products are installed, if different from the default, or accept the default and click Next.
    The PATROL product directory that you specify in step 8 is appended to the path that you enter in this step.
6. In the Select System Roles window, select the roles to indicate the components that you want to install and click Next.
    For help in determining which roles to select, see Determining the roles that each computer performs and Determining where to install.
   For more information about the PATROL consoles, PATROL Console Server, or RTserver, see the online Help systems for those products and the following documents:
   • PATROL Console Server and RTserver Getting Started
   • PATROL Console for UNIX User Guide
   • PATROL Console for Microsoft Windows User Guide - Understanding the Basics of PATROL, Volume 1

7. In the Select Products and Components to Install window, select PATROL Solutions for Databases > PATROL for Microsoft SQL Server and click Next.

   Note

   PATROL for Microsoft SQL Server does not provide a QuickStart package.

8. In the Provide the PATROL 3. x Product Directory window, enter the directory in which you want to install PATROL for Microsoft SQL Server.
    This product directory is appended to the BMC Products Installation Directory that you entered in step 5.

9.  In the Review Selections and Start Install window, review the selections carefully, and then, to make changes, click Back or, to start installing, click*Start Install*.
   A status window opens that contains current messages, current milestones, and percentage complete.

   Tip

   Capture the Review Selections and Start Install screen and save it for further reference. If you are planning to install a language pack, you can use this information to make sure that you make the same selections when installing from the language pack CD as you used to install using the product CD. Also, if you are installing PATROL for Microsoft SQL Server on several computers, you can use this information to keep track of the selections that you made for each installation.

10. 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.)
11. In the results window, click View Log to review the details of the installation or click Exit to close the installation utility.