Performing the installation

You can install PATROL for Windows Servers using either the Default or Custom installation type. Regardless of the type of installation you select, you must repeat this installation process for each computer on which you want to install PATROL for Windows Servers.

Before you begin

• Install on a limited number of computers in the test environment, test the installation thoroughly, and then install in the production environment.
• Create the PATROL default account. For more information, see Installation-account-requirements.
• If you have electronically downloaded the installation image from the EPD site, extract the files in the downloaded folder. 
• If you are using the product CD, mount it on a connected drive.  

To install using the default installation type

1. 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.
   When installing on a Windows Server in application mode or with Citrix Metaframe installed, 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 change to installation mode:
      
      change user /install
   2. Enter the following command to start the installation Web server
      
      setup.exe -serveronly
      
       A message box is displayed that shows the URL to use to connect to the installation Web server.
   3. On another computer with a browser, start the browser.
   4. 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.
3. 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, accept the default directory and click Next. To install the product in a different directory, specify the path under BMC Software Products Installation Directory or to select the target folder, click Browse.
6. In the Select Type of Installation window, select Default 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:
   • To install on a computer that hosts or will host a PATROL Agent, select Managed Systems.
   • To install on a computer that hosts or will host only a PATROL Console for Windows, select Console Systems.
   • To install on a computer that hosts or will host the PATROL Central Operator - Web Edition, or the PATROL Console Server select Common Services.

8. From the Select Products and Components to Install window, select components that you want to install or accept the defaults and click Next.

   Note

   Steps 11 to 13 are applicable only if PATROL Agent is being installed.

9. In the PATROL Default Account Properties window, enter the user name and password corresponding to the PATROL default account and click Next. This window is displayed only when you are installing a product that requires a PATROL logon.
   For more information, see Installation-account-requirements.
10. In the Provide Information for the PATROL Agent window, select the option to start the PATROL Agent automatically or manually and click Next.
11.  In the BMC ProactiveNet Integration Configuration window, perform the following steps and click Next:
    
    • Specify the INTEGRATIONSERVICES variable. If you have not configured an Integration Service for the PATROL environment, leave the field blank.
    • Specify the Central Monitoring Administration Tag(s) and select Yes to manage PATROL Agent(s) configuration. If you have not configured Central Monitoring Administration in your BMC ProactiveNet - PATROL environment, leave the field blank.
      
12. In the BMC ProactiveNet Performance Management Cell Configurations window, select Yes to route events through Integration Service and click Next.
13. In the RTSERVERS Variable Properties window, perform one of the following task and click Next:
    • Specify the RTSERVERS variable to configure RTserver for the PATROL environment.
      
    • If you have not configured RTserver for the PATROL environment, leave the field blank.
14. In the Information for adding the Selected Component(s) to Firewall Exception List window, select the appropriate option to automatically add the selected components to the Firewall Exception List and click Next .

15. In the Review Selections and Install window, review your selections. To make changes, click Back, else click Start Install. 

    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 Installation Results window, click View Log to review the details of the installation, or click Next.
18. Click Finish to close the installation utility.

To install using the custom installation type

1. 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.
   When installing on a Windows Server in application mode or with Citrix Metaframe installed, 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 change to installation mode:
      
      change user /install
   2. Enter the following command to start the installation Web server:
      
      setup.exe -serveronly
      
       A message box is displayed that shows the URL to use to connect to the installation Web server.
   3. On another computer with a browser, start the browser.
   4. 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.
3. In the Review License Agreement window, review the license agreement, select Accept and click Next.
4. In the Select Installation Option window, select I want to install products on this computer now and click Next.
5. From the Select Type of Installation Window, select Custom and click Next.
6. In the Specify Installation Directory window, enter the directory where the products that 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.
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 Agent, select Managed System.
   • 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 the PATROL Central Operator - Web Edition or the PATROL Console Server, select Common Services.
      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
8. From the Select Products and Components to Install window, select the items that you want to install, and click Next.
9. 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 for Windows Servers as appropriate for your installation.
    This directory is appended to the base directory path that is shown in the BMC Products Installation Directory field entered in step 7.
10. 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. This window is displayed only when you are installing a product that requires a PATROL logon.
     You should have created this account manually before you started the installation process. (For more information, see Accounts.)
11. In the Complete the Confirm BMC Product Startup Information window, perform the following steps (this window does not appear if you are not installing into a managed system):

    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, click Yes or No.
12. In the Review Selections and Start Install window, review the selections and, to make changes, click Back or, to start installing, click Start Install.
13. 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.)
14. (Optional) In the results window, click View Log to review the details of the installation.
15. Click Exit to close the installation utility.