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www.bmc.com
PATROL ConsoleGetting Started GuideVolume 1—Understanding the Basics of PATROLfor Microsoft Windows
Supporting
PATROL Console for Microsoft Windows 3.5
May 2011
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Contacting BMC Software
You can access the BMC Software website at http://www.bmc.com. From this website, you can obtain informationabout the company, its products, corporate offices, special events, and career opportunities.
United States and Canada
Address BMC SOFTWARE INC2101 CITYWEST BLVDHOUSTON TX 77042-2827USA
Telephone 713 918 8800 or800 841 2031
Fax 713 918 8000
Outside United States and Canada
Telephone (01) 713 918 8800 Fax (01) 713 918 8000
© Copyright 2011 BMC Software, Inc.
BMC, BMC Software, and the BMC Software logo are the exclusive properties of BMC Software, Inc., are registered with the U.S. Patentand Trademark Office, and may be registered or pending registration in other countries. All other BMC trademarks, service marks, and
logos may be registered or pending registration in the U.S. or in other countries. All other trademarks or registered trademarks are the
property of their respective owners.
UNIX is the registered trademark of The Open Group in the US and other countries.PATROL® Console technology holds U.S. Patent Number 5,655,081.
The information included in this documentation is the proprietary and confidential information of BMC Software, Inc., its affiliates, orlicensors. Your use of this information is subject to the terms and conditions of the applicable End User License agreement for the productand to the proprietary and restricted rights notices included in the product documentation.
Restricted rights legend
U.S. Government Restricted Rights to Computer Software. UNPUBLISHED -- RIGHTS RESERVED UNDER THE COPYRIGHT LAWS OFTHE UNITED STATES. Use, duplication, or disclosure of any data and computer software by the U.S. Government is subject torestrictions, as applicable, set forth in FAR Section 52.227-14, DFARS 252.227-7013, DFARS 252.227-7014, DFARS 252.227-7015, and
DFARS 252.227-7025, as amended from time to time. Contractor/Manufacturer is BMC SOFTWARE INC, 2101 CITYWEST BLVD,HOUSTON TX 77042-2827, USA. Any contract notices should be sent to this address.
Customer support
You can obtain technical support by using the BMC Software Customer Support website or by contacting CustomerSupport by telephone or e-mail. To expedite your inquiry, see “Before contacting BMC.”
http://www.bmc.com/http://www.bmc.com/http://www.bmc.com/
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3
Support website
You can obtain technical support from BMC 24 hours a day, 7 days a week at http://www.bmc.com/support. From thiswebsite, you can
read overviews about support services and programs that BMC offers find the most current information about BMC products search a database for issues similar to yours and possible solutions order or download product documentation download products and maintenance report an issue or ask a question subscribe to receive proactive e-mail alerts when new product notices are released find worldwide BMC support center locations and contact information, including e-mail addresses, fax numbers, and
telephone numbers
Support by telephone or e-mail
In the United States and Canada, if you need technical support and do not have access to the web, call 800 537 1813 orsend an e-mail message to [email protected]. (In the subject line, enter SupID: ,such as SupID:12345). Outside the United States and Canada, contact your local support center for assistance.
Before contacting BMC
Have the following information available so that Customer Support can begin working on your issue immediately:
product information
— product name— product version (release number)— license number and password (trial or permanent)
operating system and environment information
— machine type— operating system type, version, and service pack or other maintenance level such as PUT or PTF— system hardware configuration— serial numbers— related software (database, application, and communication) including type, version, and service pack or
maintenance level
sequence of events leading to the issue
commands and options that you used
messages received (and the time and date that you received them)
— product error messages— messages from the operating system, such as file system full— messages from related software
http://www.bmc.com/supporthttp://www.bmc.com/supportmailto:[email protected]:[email protected]:[email protected]://www.bmc.com/support
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4 PATROL Console Getting Started Guide for Microsoft Windows
License key and password information
If you have questions about your license key or password, use one of the following methods to get assistance:
Send an e-mail message to [email protected].
Use the Customer Support website at http://www.bmc.com/support.
mailto:[email protected]:[email protected]://www.bmc.com/supporthttp://www.bmc.com/supporthttp://www.bmc.com/supportmailto:[email protected]
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Contents 5
Contents
About This Book 13
Who Should Read This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13How This Book Is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Online and Printed Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Release Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Chapter 1 Overview of PATROL 19
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20What PATROL Is . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
What PATROL Does . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Components of PATROL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
How PATROL Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27How the PATROL Console Fits into PATROL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Overview of the PATROL Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Console to Agent Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
What the PATROL Console Looks Like . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Components of the PATROL Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30The Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Object Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Object Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Knowledge Modules and Your PATROL Environment . . . . . . . . . . . . . . . . . . . . . 37
What Happens When You Start PATROL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45PATROL Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Loaded PATROL KMs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48How Application Discovery Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
What the PATROL Console Allows You to Do . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Support for IPv6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Chapter 2 Console and Desktop Organization 55
Console Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Files That Affect What You See in the PatrolMainMap . . . . . . . . . . . . . . . . . . . . . . . . . 58
How Session and Desktop Files Are Alike and Different . . . . . . . . . . . . . . . . . . . . 58About Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59About Desktop Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59About Session Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Files Used at Startup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
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Methods for Organizing Your Desktop. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Ways to Customize How Windows Look . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Objects for Organizing Your Desktop. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63User Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64PATROL Console Application Filters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Icon Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Chapter 3 PATROL Startup 67
Determining the Instructions You Need . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Required Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Optional Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69PATROL Developer Console Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70PATROL Operator Console Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71PATROL Secure Plug-In Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Starting a PATROL Agent. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Background Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Starting the PATROL Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Starting a PATROL Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Command Line Arguments for the PATROL Console. . . . . . . . . . . . . . . . . . . . . . . 74PATROL license information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75PATROL license information for versions earlier than 3.5.80. . . . . . . . . . . . . . . . . 75Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Starting a PATROL Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Potential Offline Host Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Where to Go from Here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Loading KMs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Operating System KMs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Application KMs and Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Conditions That Can Affect KM Loading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80PATROL Consoles, KM Versions, and the PATROL Agent . . . . . . . . . . . . . . . . . . 81Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Loading a KM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Reloading a KM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Activities for Loaded KM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84Where to Go from Here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Adding a Host Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Background Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Console Settings and Computer Instances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Discovering Agent Hosts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Adding a Host Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Solving Possible Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Where to Go from Here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Connecting and Disconnecting from Hosts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94Multiple Host Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94Multiple Host Disconnections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Customizing User Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94About the Default Logon Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
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Preferences to Change. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96Changing User Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96Saving User Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Setting Up a Desktop File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106Creating and Saving a Desktop File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107Inserting a Desktop File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Using a Desktop Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Creating and Saving a Desktop Template File . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Inserting a Computer Desktop Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Stopping the PATROL Agent service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112Changing Properties for a Computer Instance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Property Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113Tasks for Changing Properties for a Computer Instance . . . . . . . . . . . . . . . . . . . 113
Related Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Chapter 4 Online Help and Utilities 119
Online Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120PATROL Console Help Topics List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120KM Help Topics List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121PATROL Console Dialog Box Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122KM Parameter Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
PATROL Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Chapter 5 Troubleshooting Console Problems 127
If a Host Computer (Computer Instance) Is Offline . . . . . . . . . . . . . . . . . . . . . . . . . . . 128Recommended Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128What You Can Try Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
If Applications or Application Instances Are Not Discovered . . . . . . . . . . . . . . . . . . 131Recommended Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
If an Application or Application Instance Is Offline. . . . . . . . . . . . . . . . . . . . . . . . . . . 132Recommended Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
If the PATROL Agent Stops Running. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133Recommended Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133What You Can Try Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
If You Cannot Start the PATROL Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135Recommended Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135What You Can Try Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Appendix A PATROL Environment Variables 137
Appendix B PATROL License Updating 141
Using the PATROL Console to Update Your License . . . . . . . . . . . . . . . . . . . . . . . . . 142Entering License Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Using an ASCII File to Update Your License. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
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Updating License Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Glossary 145
Index 167
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Figures 9
Figures
How PATROL Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Typical PATROL System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Windows and Interface Elements in the Console (Part 1) . . . . . . . . . . . . . . . . . . . . . . . 30Windows and Interface Elements in the Console (Part 2) . . . . . . . . . . . . . . . . . . . . . . . 31Windows and Interface Elements in the Console (Part 3 . . . . . . . . . . . . . . . . . . . . . . . 32PATROL Object Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33PATROL Object Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Knowledge Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Knowledge Hierarchy as Displayed by the KM Tree . . . . . . . . . . . . . . . . . . . . . . . . . . 38Examples of Global and Local Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Computer Classes and Instances on the PATROL KM Tree . . . . . . . . . . . . . . . . . . . . 41Application Classes and Instances on the PATROL KM Tree . . . . . . . . . . . . . . . . . . . 42PATROL Discovery Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Example of IPPreference Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54PATROL Agent Manager Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Example of Using a Command Line Argument . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75PATROL License Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77PATROL Console Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Load KMs Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82PATROL Agent Discovery Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Add Host Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Console Window with Computer Instances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92Console Window with IPv6 Computer Instance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92User Preferences Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97Configuration Tab on User Preferences Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97Miscellaneous Tab on User Preferences Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . 99State Change Actions Tab on User Preferences Dialog Box . . . . . . . . . . . . . . . . . . . . 100Event Manager Tab on User Preferences Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . 101Default Account Tab on User Preferences Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . 102
System Output Tab on User Preferences Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . 103KMDS Tab on User Preferences Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104Select a Desktop File Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108The Select a Desktop Template File to Export Dialog Box . . . . . . . . . . . . . . . . . . . . . 110Select a Desktop Template File to Import Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . 111PATROL Agent Manager Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112Customize Properties Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114Connection Setup Tab on the Customize Properties Dialog Box . . . . . . . . . . . . . . . . 114Security Tab on the Customize Properties Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . 116Application Filters Tab on Customize Properties Dialog Box . . . . . . . . . . . . . . . . . . 117PATROL Console Help Topics List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
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KM Help Topics List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121PATROL Console Dialog Box Help Topic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122Parameter Help Topic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
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Tables 11
Tables
Prerequisites for Monitoring and Managing Your Enterprise . . . . . . . . . . . . . . . . . . . 20Components of PATROL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Object Manipulation Within and Across Object Windows . . . . . . . . . . . . . . . . . . . . . . 35Folders for Computer Classes and Instances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Folders for Application Classes and Instances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Attributes Available to Classes and Instances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43PATROL KM Version Arbitration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Discovery Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52More Information About the PATROL Console Actions . . . . . . . . . . . . . . . . . . . . . . . 53PATROL Agent and Classic Console Support for IPv6 . . . . . . . . . . . . . . . . . . . . . . . . . 54Console Directories and Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Detailed Information About Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Contents of Session Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Tasks and Methods for Customizing Console Windows . . . . . . . . . . . . . . . . . . . . . . . 62PATROL Objects You Can Use to Organize Your Desktop . . . . . . . . . . . . . . . . . . . . . 63Required Tasks for Starting Up PATROL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Where to Find Instructions for Optional Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Command Line Arguments for the PATROL Console . . . . . . . . . . . . . . . . . . . . . . . . . 74Conditions That Can Affect KM Loading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80PATROL Agent Discovery Dialog Box Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Add Host Dialog Box Property Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90Changing User Preferences with the Property Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . 95User Preferences Configuration Tab Property Elements . . . . . . . . . . . . . . . . . . . . . . . 98User Preferences Miscellaneous Property Elements . . . . . . . . . . . . . . . . . . . . . . . . . . 100User Preferences State Change Actions Property Elements . . . . . . . . . . . . . . . . . . . . 101User Preferences Event Manager Tab Property Elements . . . . . . . . . . . . . . . . . . . . . 102User Preferences Default Account Tab Property Elements . . . . . . . . . . . . . . . . . . . . 103User Preferences System Output Tab Property Elements . . . . . . . . . . . . . . . . . . . . . . 103Determining Computer Instance Properties to Change . . . . . . . . . . . . . . . . . . . . . . . 113
Customize Connection Setup Tab Property Elements . . . . . . . . . . . . . . . . . . . . . . . . . 115Customize Security Property Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116Application Filters Tab Property Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117Tasks Related to Starting Up PATROL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118Recommended Actions When a Host Computer Is Offline . . . . . . . . . . . . . . . . . . . . 128Recommended Actions for Application Discovery Problems . . . . . . . . . . . . . . . . . . 131Recommended Actions for Offline Application Instances . . . . . . . . . . . . . . . . . . . . . 132Recommended Actions When the Agent Stops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134Recommended Actions for Starting the Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135PATROL Environment Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
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About This Book 13
About This Book
Volume 1 of the PATROL® Console for Microsoft Windows User Guide—Understandingthe Basics of PATROL describes PATROL components and architecture, theinformation provided by PATROL, and the object and knowledge hierarchy. Thisvolume also explains how to load PATROL® Knowledge Modules™ (KMs) anddiscover applications, and how to personalize your PATROL desktop. This book isVolume 1 of a 3-volume series.
The PATROL Console for UNIX (Operator and Developer) is a UNIX application thatruns on UNIX machines. For information about the PATROL Console for UNIX, referto the PATROL Console for UNIX User Guide.
Who Should Read This Book
The PATROL Console for Microsoft Windows User Guide—Understanding the Basics ofPATROL, is intended for database administrators, system administrators, and anyonewho monitors an open systems environment using the PATROL Console forMicrosoft Windows. Whether you are responsible for setting up PATROL or for usingPATROL after it has been set up, you should read this volume for basic, introductory
information.
This book assumes that you are familiar with your host operating system. You shouldknow how to perform basic actions in a window environment, including
choosing menu items
moving and resizing windows
opening and closing icon windows and folders
dragging and dropping icons
using mouse controls for your system
NOTE This book assumes that you are familiar with your host operating system. You should knowhow to perform basic actions in a window environment, such as choosing menu commandsand dragging and dropping icons.
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14 PATROL Console for Microsoft Windows User Guide—Understanding the Basics of PATROL
How This Book Is Organized
How This Book Is Organized
This book is organized as follows:
Online and Printed Books
The books that accompany BMC Software products are available in online format andprinted format. You can view online books with Acrobat Reader from AdobeSystems. The reader is provided at no cost, as explained in “Access Online Books.” You can also obtain additional printed books from BMC Software, as explained in“Request Additional Printed Books.”
Chapter Title Purpose
1 Overview of PATROL Provides an overview of PATROLcomponents, the PATROL hierarchy, andthe PATROL Console for MicrosoftWindows interface.
2 Console and DesktopOrganization
Contains information about the PATROLConsole files, their contents, and theuser-defined preferences stored in theconsole files. It provides information foryou to organize your PATROL Console anddesktop according to your needs.
3 PATROL Startup Provides step-by-step instructions forstarting a PATROL Agent and a PATROLConsole, and for setting up the PATROLConsole to monitor your computingenvironment.
4 Online Help and Utilities Provides instructions for using online Helpfor PATROL and accessing utilities forPATROL.
5 Troubleshooting ConsoleProblems
Provides recommended actions to take ifyou have startup problems with PATROL.
Appendix A PATROL EnvironmentVariables Contains environment variables that aredefined during PATROL installation.
Appendix B PATROL License Updating Provides instructions for updating yourPATROL license when it expires.
Glossary Glossary Contains terms and definitions for thePATROL Console.
Index Index Lists index entries for Volume 1.
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About This Book 15
Online Help
Access Online Books
Online books are formatted as Portable Document Format (PDF) files. You can viewthem, print them, or copy them to your computer by using Acrobat Reader 3.0 orlater.You can access online books from the documentation compact disc (CD) that
accompanies your product or from the World Wide Web.
In some cases, installation of Acrobat Reader and downloading the online books is anoptional part of the product-installation process. For information about downloadingthe free reader from the Web, go to the Adobe Systems site at http://www.adobe.com.
To view any online book that BMC Software offers, visit the support page of the BMCSoftware Web site at http://www.bmc.com/support.html. Log on and select a product toaccess the related documentation. (To log on, first-time users can request a user nameand password by registering at the support page or by contacting a BMC Softwaresales representative.)
Request Additional Printed Books
BMC Software provides a core set of printed books with your product order. Torequest additional books, go to http://www.bmc.com/support.html.
Online Help
You can access Help for a product through the product’s Help menu. The online Helpprovides information about the product’s graphical user interface (GUI) and providesinstructions for completing tasks.
Release Notes
Printed release notes accompany each BMC Software product. Release notes provideup-to-date information such as
updates to the installation instructions
last-minute product information
The latest versions of the release notes are also available on the Web athttp://www.bmc.com/support.
http://www.adobe.com/http://www.bmc.com/support.htmlhttp://www.bmc.com/support.htmlhttp://www.bmc.com/supporthttp://www.bmc.com/supporthttp://www.bmc.com/support.htmlhttp://www.bmc.com/support.htmlhttp://www.adobe.com/
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16 PATROL Console for Microsoft Windows User Guide—Understanding the Basics of PATROL
Conventions
Conventions
The following conventions are used in this book:
All syntax, operating system terms, and literal examples arepresented in this typeface.
In instructions, boldface type highlights information that you enter. File names,directories, and Web addresses also appear in boldface type.
The symbol => connects items in a menu sequence. For example, Actions => CreateTest instructs you to choose the Create Test command from the Actions menu.
The symbol » denotes one-step instructions.
In syntax, path names, or system messages, italic text represents a variable, asshown in the following examples:
The table table_name is not available.
system/instance/file_name
NOTE Notes provide additional information about the current subject.
WARNING Warnings alert you to situations that can cause problems, such as loss of data, if you do notfollow instructions carefully.
EXAMPLE
An example clarifies a concept discussed in text.
TIP
A tip provides useful information that may improve product performance or makeprocedures easier to follow.
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About This Book 17
Conventions
In syntax, the following additional conventions apply:
— A vertical bar ( | ) separating items indicates that you must choose one item. Inthe following example, you would choose a, b, or c:
a | b | c
— An ellipsis ( . . . ) indicates that you can repeat the preceding item or items asmany times as necessary.
— Square brackets ( [ ] ) around an item indicate that the item is optional.
The following table shows equivalent mouse buttons for Unix users and MicrosoftWindows users:
Unix Button Windows Button DescriptionMB1 left mouse button Click this button on an icon or menu
command to select that icon orcommand. Click MB1 on a command
button to initiate action. Double-click anicon to open its container.
MB2 not applicable Click this button on an icon to displaythe InfoBox for the icon. To simulateMB2 on a two-button mouse,simultaneously press the two buttons(MB1 and MB3).
MB3 right mouse button Click this button on an icon to display itspop-up menu.
NOTE If you have a one-button mouse (such as an Apple Macintosh mouse), assign MB1 to that
button. You should also define a user-selectable combination of option and arrow keys tosimulate MB2 and MB3. For details, refer to the documentation for your emulation software.
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Chapter 1 Overview of PATROL 19
C h a p t e r 11Overview of PATROL
This chapter provides an overview of PATROL components, the PATROL hierarchy,and the PATROL Console for Microsoft Windows interface. The following topics arediscussed:
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20What PATROL Is . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
What PATROL Does . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Components of PATROL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
How PATROL Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27How the PATROL Console Fits into PATROL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Overview of the PATROL Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Console to Agent Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
What the PATROL Console Looks Like . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Components of the PATROL Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30The Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Object Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Object Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Knowledge Modules and Your PATROL Environment . . . . . . . . . . . . . . . . . . . . . 37
What Happens When You Start PATROL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45PATROL Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Loaded PATROL KMs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48How Application Discovery Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
What the PATROL Console Allows You to Do . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Support for IPv6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
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Prerequisites
20 PATROL Console for Microsoft Windows User Guide—Understanding the Basics of PATROL
Prerequisites
Before you can use PATROL to monitor and manage your enterprise, you must meetthe prerequisites listed in Table 1.
Table 1 Prerequisites for Monitoring and Managing Your Enterprise
Step Prerequisite Where to Find More Information
1 The PATROL Console is installed on yourPC.
PATROL Console Release Notes
2 You know whether your role with PATROLis as an operator or developer.
“Components of PATROL” on page 21
3 You know your logon ID and password forthe PATROL Console.
The sections in this chapter and Chapter 3,“PATROL Startup”
4 You know the port number of the PATROLAgent on each computer you want tomonitor.
Chapter 3, “PATROL Startup”
5 The PATROL Agent is installed andrunning on each computer you want tomonitor.
Chapter 3, “PATROL Startup”
6 You have the correct permissions in theaccess control list of the PATROL Agent oneach computer you want to monitor.
PATROL Agent Reference Manual
7 The appropriate KMs are available to boththe PATROL Agents and the PATROLConsoles.
“Loaded PATROL KMs” on page 48 and Chapter 3,“PATROL Startup”
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What PATROL Is
Chapter 1 Overview of PATROL 21
What PATROL Is
PATROL is a systems, applications, and event management tool for database andsystem administrators. It provides an object-oriented graphical workspace where you
can view the status of every vital resource in the distributed environment you aremanaging.
What PATROL Does
Using PATROL, you can monitor the status of the computers and applications youuse to conduct your business. PATROL represents these resources and indicates theircurrent states with object icons.
If PATROL detects a problem with a monitored computer or application, it attemptsto fix (if configured accordingly) the problem by performing any stored recoveryactions. If the problem escalates or requires your attention, PATROL displays theaffected resources in a warning or an alarm state.
The PATROL Console interacts with the PATROL Agent on each remote machinethrough an event-driven dialog. Messages are sent to the PATROL Console when aspecific event causes a state change on the monitored computer. Alternately, you canuse PATROL Event Manager (PEM) to access recent stored events. Events are stored by the PATROL Agent in an event repository that is on the PATROL Agent’s hostcomputer.
Components of PATROL
PATROL is made up of several components that work together to help you monitorand manage your enterprise. The main components of PATROL are described inTable 2 on page 22.
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22 PATROL Console for Microsoft Windows User Guide—Understanding the Basics of PATROL
Table 2 Components of PATROL (part 1 of 5)
Component PurposeDependent onThese Components
PATROL Operator
Console
The graphical workspace from which you issue commands and
manage the distributed environment monitored by PATROL. ThePATROL Console displays all of the monitored computers andapplications as icons. With the PATROL Operator Console youcan perform these tasks:
define which applications you want PATROL to monitor
monitor and manage computers and applications through thePATROL Agent and PATROL KMs
monitor the PATROL Agent’s use of resources
run predefined or user-defined commands and tasks againstmonitored machines
run commands on the PATROL Console machine when astate change occurs on a monitored computer
monitor any managed computer
retrieve historical data stored by the PATROL Agent
PATROL Agent
PATROL KM
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Components of PATROL
Chapter 1 Overview of PATROL 23
PATROL DeveloperConsole
With the PATROL Developer Console, you can do everythingyou can do with the PATROL Operator Console, plus thefollowing actions:
build new KMs
customize menu commands and application parameters
edit or replace Knowledge Module files
send an additional Knowledge Module file to an agentmachine
start and stop PATROL Agents remotely
PATROL Agent
PATROL KM
PATROLKnowledgeModuleDeploymentServer
modify agent knowledge in memory
start the PATROL Agent configuration utility
transfer knowledge to an agent
specify which changes the agent should commit (save)
delete historical data stored by the PATROL Agent
start and stop PATROL Agents remotely
PATROL Agent
PATROL KM
PATROLKnowledge ModuleDeployment Server(KMDS)
The repository for base PATROL KMs and changes that aPATROL Developer Console makes to them.
Using the PATROL KMDS to distribute PATROL KM changes isoptional in PATROL. For information about enabling the KMDS,see Chapter 3, “How to Plan a Customized PATROLEnvironment for Your Enterprise,” in Volume 3 of the PATROLConsole for Microsoft Windows User Guide —Customizing PATROL.
The PATROL KMDS allows you to
preserve each version of a new or modified PATROL KM
save a migrated PATROL KM without overwriting your oldPATROL KM customizations
PATROL KMPackage
PATROLKMDS Manager
Table 2 Components of PATROL (part 2 of 5)
Component PurposeDependent onThese Components
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24 PATROL Console for Microsoft Windows User Guide—Understanding the Basics of PATROL
PATROL KMDSManager
The interface for the PATROL KMDS. You can use the KMDSManager to perform configuration and deployment tasks such as
setting up permissions to use the PATROL KMDS Manager
managing PATROL KM packages by grouping them beforedeployment
deploying PATROL KMs to PATROL Agents and Consoles inproduction
PATROLKMDS
PATROL Agent
PATROLDeveloperConsole
PATROL KMPackage
PATROLVIEW With the PATROLVIEW products, you can monitor PATROLAgent objects and events on Network Management Consoles.
PATROL Agent
PATROL KMAgent The core piece of the PATROL architecture which is used for
monitoring and managing host computers.
The Agent performs these tasks:
Loads specified Knowledge Modules at startup, runs menucommands, and updates InfoBox displays on the PATROLConsole.
PATROL KM
PATROLKnowledgeModuleDeploymentServer
Runs commands to collect system or application information.The information is collected according to parameters andapplications defined in Knowledge Modules.
Stores information locally for retrieval by the PATROLConsole or a Simple Network Management Protocol (SNMP)manager console.
Acts as a service provider for event management.
PATROL KM
PATROL KM A set of files from which a PATROL Agent receives informationabout all of the resources, such as databases and file systems,running on a monitored computer.
The KMs provide information to the Agent about
how to identify objects
which commands to run to obtain resource information(parameters)
actions to take when border or alarm thresholds are breached
PATROL Agent
PATROL KM
Table 2 Components of PATROL (part 3 of 5)
Component PurposeDependent onThese Components
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Components of PATROL
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PATROL KMPackage
A file containing a list of all the files that comprise a PATROLKM. You can use the PATROL KMDS Manager to distributePATROL KM packages to PATROL Agent and consoles.
The PATROL architecture supports three types of packages: agentpackages, console packages, and application class packages.Agent packages contain PATROL KM files needed only by thePATROL Agent, console packages contain files needed only bythe PATROL Console, and application classes packages containfiles needed by both the agent and console.
PATROLKMDS Manager
PATROLKMDS
PATROL EventManager
PATROL Event Manager (PEM) provides an interface forworking with events generated by the PATROL Agent. The PEMcan be accessed from the PATROL Console for Windows.
PATROL Agent
PATROL KM
Agent Query You can view information about monitored objects throughAgent Query. Using this function, you can work with objectsviewing their names in a tabular or table format. Results ofqueries appear in the Query Results window. You can savequeries, then load and reissue them when needed.
PATROL Agent
PATROL KM
PATROLConsole
PATROL ScriptLanguage (PSL)
Included as part of the PATROL Developer Console is thePATROL Script Language (PSL) that you can use to writeparameters, commands, tasks, recovery actions, and discoveryprocedures for the PATROL Agents. PSL is a fourth-generationlanguage similar to programming languages such as C, csh, Perl,and awk. The KMs are written in PSL. PSL includes
PSL functions
Built-in commands
Built-in macro variables
PATROL Agent
PSL Compiler You can use the PSL Compiler to check the syntax of PSL that youwrite.
PATROL Agent
PATROLConsole
Table 2 Components of PATROL (part 4 of 5)
Component PurposeDependent onThese Components
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PSL Debugger You can use the PSL Debugger to debug the PSL scripts that youwrite.
PATROL Agent
PATROLDeveloperConsole
PATROLCommand LineInterface
The PATROL Command Line Interface (CLI) is a program forretrieving object and event information from a PATROL Agent.CLI is designed to connect to a PATROL Agent in instances whena GUI interface is unavailable or when the user is logged onto ahost using a terminal emulator (that is, without a TCP/IP stack).
CLI has both interactive and non-interactive modes. You can startCLI from a command line and manually submit commands to
CLI. You can also call the CLI within a script and have it executecommands that you provide on the command line or inadditional CLI script files.
PATROL Agent
PATROL KM
PATROLConsole
Table 2 Components of PATROL (part 5 of 5)
Component PurposeDependent onThese Components
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How PATROL Works
Chapter 1 Overview of PATROL 27
How PATROL Works
Figure 1 illustrates how PATROL works.
Figure 1 How PATROL WorksThe Agent runs operating system or PATROL Script
Language (PSL) commands contained in the
parameters of a KM to
return values and compare them to valuesdefined as alarms
• execute specified recovery actions when a borderor alarm threshold is breached
• trigger an event
The PATROL Console
• organizes computers
and applications inhierarchical structure
• runs operating systemcommands to performan action when aparameter changes state
• displays warnings andalarms generated byPATROL Agents andKMs
• lists events receivedfrom all monitoredcomputers
PATROL KMs for operating systems
organize commands (parameters) by
computer type.
PATROL KMs for applications
organize commands (parameters) by
application type.
The PATROL Agent sends messages to the PATROL
Console when a specific event causes a state
change on the monitored computer.
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How the PATROL Console Fits into PATROL
Information in this section demonstrates the PATROL Console interaction with otherPATROL components.
Overview of the PATROL Architecture
Figure 2 shows the relationship between the PATROL Console and other PATROLand non-PATROL components. This figure also describes the PATROL Console’sinteractions with these components.
Figure 2 Typical PATROL System
PATROLConsole
Application
OperatingSystem
Remote computer with PATROL monitoring theoperating system and an application. The Agentcommunicates with the PATROL Console on the remotesystem.
Local computer with an agent and KM monitoring itsoperating system and applications and connecting tothe PATROL Console and, optionally, to an SNMPConsole.The Agent and Knowledge Modules on the remotesystem are monitoring the operating system and anapplication and are connected to the PATROL Consoleon the local system.
PATROLAgent
Application
OperatingSystem
PATROLAgent
PATROL
PATROL
Local Computer
UserInterface
UserInterface
Remote Computer
OperatingSystem
KnowledgeModule
OperatingSystem
Knowledge
Module
ApplicationKnowledge
Module
ApplicationKnowledge
Module
SNMP
Console
PATROL SNMP
Master Agent
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Console to Agent Communication
Chapter 1 Overview of PATROL 29
Console to Agent Communication
The default communication between the PATROL Agent and the PATROL Consolerelies on a modified UDP packet with TCP/IP transport. You may modify the
communication to use a TCP/IP socket-level connection. The PATROL Agent usesthe following methods to update the PATROL Console:
PATROL protocol
Event notification API
PATROL Protocol
The PATROL protocol is a highly optimized communication mechanism that allowsthe PATROL Agent to communicate efficiently with the PATROL Console. Messages
are sent to the PATROL Console when a specific event causes a state change on themonitored computer.
Because the PATROL Agent resides on the monitored computer and autonomouslyperforms all of its work on that computer, the PATROL Console communicates withthe PATROL Agent only when you want to perform a function such a viewing aparameter graph or gauge, viewing parameter history, or executing a menucommand.
Event Notification API
A subset of the PATROL protocol is available as a public domain API that you canuse to create your own console functions. The API is the basis for event notificationthat takes place between the PATROL Agent and the PATROL Event Manager.
The PEM (as well as all other registered event managers) receives event notificationssent by PATROL Agents. Event information is entered into the PEM’s event cache.
SNMP Traps
The PATROL Agent can automatically generate SNMP traps that are directed toSNMP network manager consoles (MIB browsers) on your network.
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What the PATROL Console Looks Like
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What the PATROL Console Looks Like
Information in this section provides an illustration of the PATROL Console and anexplanation of its components.
Components of the PATROL Console
The PATROL Console comprises three major components:
desktop
object hierarchy
knowledge hierarchy
The Desktop
The desktop shows which PATROL KMs you have loaded, which computers you areconnected to, and your user preferences.
Figure 3 Windows and Interface Elements in the Console (Part 1)
The PATROL Console window is the main window that contains views of objects
and their statuses, the object hierarchy, and the knowledge hierarchy.
The PATROL tree
is a hierarchical list
of folders. There
are two different
views for the tree:
• Desktop
• KM
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The Desktop
Chapter 1 Overview of PATROL 31
Figure 4 Windows and Interface Elements in the Console (Part 2)
The message windowdisplays command output
from the PATROL Console
and messages from the
KMDS and the Event
Manager.
Toggle
between the
two views by
clicking the
Desktop or
KM tab on the
tree.
The Desktop
tree displays
the object
hierarchy.
The PATROL Desktop window (PatrolMainMap )
contains computer icons. Display the PATROL
Desktop window by double-clicking the
PatrolMainMap folder from the Desktop tree.
Each object has its own window display
of the next level down in the object
hierarchy. Open an object’s window by
double-clicking the object either from theobject window or the tree of folders.
The PATROL Console task button displays with
other task buttons on the Windows taskbar. When
a monitored object is in a warning or alarm state,
the PATROL Console task button flashes.
The status icon in the system tray
indicates whether monitored objects are
in an OK, a warning, or an alarm state.
The message window has acontext menu (accessed
with the right mouse button)
that allows you to manage
the window and its contents.
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The Desktop
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Figure 5 Windows and Interface Elements in the Console (Part 3)
The PATROL
Console toolbar
allows you to
performactivities without
accessing the
menu bar.
The KM tree displays the knowledge hierarchy. With aPATROL Operator Console, you can view KM
properties and attributes and delete (unload) computer
classes and application classes (KMs). With a PATROL
Developer Console, you can view and change KM
properties and attributes.
The menu bar across the top of the PATROL
Console window allows you to perform
functions on a group of monitored objects orto access other PATROL components and
utilities.
Each PATROL object has a shortcutmenu that allows you to perform certain
activities. To display an object’s shortcut
menu, right-click the object icon.
The PATROL icon in the system tray displays a
shortcut menu that allows you to perform activities
without accessing the PATROL Console window.
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Object Hierarchy
Chapter 1 Overview of PATROL 33
Object Hierarchy
PATROL uses four object types:
computer instances application folders
application instances
parameters
The PATROL object hierarchy dictates the way windows and objects are categorizedwithin the PATROL Console. The object hierarchy defines the relationships of theseobjects.
Figure 6 PATROL Object Hierarchy
A computer instance(also called a host)
represents a
monitored computer
(one with a resident
PATROL Agent).
An applicationinstance is the actual
monitored object (a
file system, server, or
database) that the
PATROL Agent
discovers on a
monitored computer.
An application folderrepresents a KM you
have loaded in your
PATROL enterprise.
Within each instance areany number of parameters.
A parameter is a method
for obtaining a
measurement or data
about an instance. When
you load a KM, you load
the KM’s parameters.
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Object Windows
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Object Windows
In addition to the tree view, each object has its own window display of the next leveldown in the object hierarchy.
Figure 7 PATROL Object Windows
NOTE When closing the PATROL Console, all windows and objects retain the state and orientationthey are left in. Therefore, when the console is restarted, all windows and objects appear as
they were when the console was shut down. For more information on customizing userpreferences, see Chapter 3, “Customizing User Preferences.”
The
Desktop
tree
displays
the object
hierarchy
in a tree
view.
Open an object’s window by double-clicking the object, either from the
object window or the Desktop tree.
Double-click an application instance in
an object window to open an object
window and view its parameters.
An object window for a
computer instance shows
the KMs in use.
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Object Windows
Chapter 1 Overview of PATROL 35
Table 3 lists several methods of manipulating objects within and across PATROLobject windows.
Table 3 Object Manipulation Within and Across Object Windows (part 1 of 2)
Object Task Action Limitations Requirements
move Choose one of thefollowing options:
Click on applicableobject and drag todesired window or todesktop tree.
Use the Cut and Paste or Copy and PasteShortcut commands.
Multiple selection isnot available in treewindow.
Drag-and-drop actionsthat are not allowedare indicated by the“not allowed” symbol( ).
When dragging and
dropping multipleobjects onto target,only objects allowedare dropped into thetarget and a message
box displays if someobjects are notdropped.
selection window anddestination window must bevisible and accessible incurrent view
copy Choose one of thefollowing options:
Click once on object
and choose Edit =>Copy.
Click once on objectand click the Copytoolbar button.
Right-click object andselect Copy frommenu.
Multiple selection isnot available in treewindow.
Objects selected withCopy command canonly be pasted asshortcuts.
none
cut Choose one of thefollowing options:
Click once on objectand choose Edit =>Cut.
Click once on objectand click the Cuttoolbar button.
Right-click object andselect Cut from menu.
Multiple selection isnot available in tree
window.
You can only paste(move) object. Youcannot paste asshortcut.
none
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paste With object cut, choose oneof the following options:
Click in destinationwindow and chooseEdit => Paste.
Click once on objectand click the Pastetoolbar button.
Right-click indestination windowand select Paste frommenu.
Multiple selection isnot available in treewindow.
You can only selectobject with Cut command.
Object must be selected withCut command.
paste shortcut With object copied, chooseone of the followingoptions:
Click in destinationwindow and chooseEdit => Paste Shortcut.
Click once on objectand click the PasteShortcut toolbar
button.
Right-click indestination windowand select PasteShortcut from menu.
Multiple selection isnot available in treewindow.
You can only selectobject with Copy command.
Object must be selected withCopy command.
Table 3 Object Manipulation Within and Across Object Windows (part 2 of 2)
Object Task Action Limitations Requirements
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Knowledge Modules and Your PATROL Environment
Chapter 1 Overview of PATROL 37
Knowledge Modules and Your PATROL Environment
Knowledge modules in PATROL contain PATROL Script Language (PSL) commandsand scripts that define the attributes for
computer classes
computer instances
application classes
application instances
parameters
The knowledge hierarchy defines the relationships of these items.
Figure 8 Knowledge Hierarchy
corepubs lsuardint
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Figure 9 Knowledge Hierarchy as Displayed by the KM Tree
The KM tree displays the knowledge hierarchy. With a
PATROL Operator Console, you can view KM properties
and attributes and delete (unload) computer classes and
application classes (KMs). With a PATROL Developer
Console, you can view and change KM properties andattributes.
Computer
Classes
Application
Classes
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Chapter 1 Overview of PATROL 39
Global and Local Folders on the PATROL KM Tree
Global and local folders for object classes on the PATROL KM tree show you wheredefinitions reside and show the inheritance among objects in the PATROL knowledgehierarchy, from class to instance. (Customized instances do not have global or localfolders.)
For example, an application class has a Global folder containing its attributes, buteach customized instance of the application resides in a Local folder.
Figure 10 Examples of Global and Local Folders
With an object’s global folder, you can
expand the attribute folders to see the attributes that are defined for the class
see the attributes that PATROL automatically assigns to all instances of the class
By looking at a local folder, you can see
names of all customized instances of the class
whether attributes were added or changed for an instance
An object class’s \Global folder
contains attributes that all instancesof the class can inherit.
All customized instances of a class are in the class’s \Local folder. Inthis example, the instance inherits all parameters defined in the\Global folder. However, the properties of one parameter have beenchanged for the instance.
The customized instance
The object class
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What’s the difference between Global and LocalDefinitions?
The division among sets of global and local folders on the PATROL KM tree helps
you see the differences in what’s defined for an object class compared to itscustomized instances.
Global sets of folders on the PATROL KM tree contain definitions for computerand application classes.
Customized instances for each computer and application class are in local sets offolders for their respective class.
Computer Classes
A computer class is a grouping of computers that PATROL can monitor. At the top ofthe knowledge hierarchy is the ALL_COMPUTERS computer class. All othercomputer classes are a subset of ALL_COMPUTERS (for example, NT, HP or DECOSF/1).
The PATROL KM tree divides Computer Classes into three parts:
ALL_COMPUTERS
Computer classes (which inherit properties and attributes fromALL_COMPUTERS)
Customized computer instances (which inherit properties and attributes fromALL_COMPUTERS and their corresponding computer class)
Each part of computer classes has its own set of folders. Table 4 describes the Global and Local folders.
Table 4 Folders for Computer Classes and Instances
Folder Description
ALL_COMPUTERS\Global contains attribute folders for use by all computer classes andinstances
ALL_COMPUTERS\Local lists the computer classes already defined by PATROL
ALL_COMPUTERS\Local\\Global
contains attribute folders for the computer class
ALL_COMPUTERS\Local\\Local
lists the customized computer instances for the class
ALL_COMPUTERS\Local\\Local\
contains attribute folders for the computer instance; no global orlocal folders exist for the instance
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Figure 11 Computer Classes and Instances on the PATROL KM Tree
Application Classes or Applications
Within each computer are any number of application classes or applications. Anapplication is a logical grouping of individual instances (for example, file systems, ordatabases). An application class is another logical grouping of like applications (forexample, servers or databases of a particular version).
Sometimes the additional grouping of like applications is not necessary, and whenthat occurs, the application and the application class serve the same purpose.
The PATROL KM tree divides application classes into two parts:
application classes
customized application instances (which inherit properties and attributes fromtheir corresponding application class)
NOTE Any PATROL Console can customize limited properties for a computer instance by accessingits properties dialog box from the computer instance’s shortcut menu.
The \Global folder has attributesfor all computers.The \Local folder forALL_COMPUTERS has definitions
for computer classes.
The \Global folder for thecomputer class contains itsattribute definitions.
The \Local folder under acomputer class containscustomized computer instances.
Attribute folders appear under thecomputer instance.
To change properties for ALL_COMPUTERSor a computer class, right-click thecorresponding folder icon and chooseProperties from the shortcut menu.
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Each part of application classes has its own set of folders. Table 5 describes the\Global and \Local folders.
Figure 12 Application Classes and Instances on the PATROL KM Tree
Table 5 Folders for Application Classes and Instances
Folder Description
\Global
contains attribute folders for use by all instances of the applicationclass
\Local
lists the customized application instances for the class
\Local\
contains attribute folders for the application instance; no global orlocal folders exist for the instance.
NOTE
After PATROL discovers application instances, their icons display on the desktop. Bycontrast, icons for computers display when you add a host from the main console window.
The Global folder for theapplication class containsattributes that can be inheritedby instances.
The Local folder for theapplication class lists eachcustomized instance. Attributefolders appear under theinstance.
To change properties foran application class, right-click the
corresponding folder icon and chooseProperties from the shortcut menu.
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Attributes
Using menus on the PATROL KM tree, you can
change properties for attributes
add and delete attributes
assign attributes to other object classes or instances
Each object class and instance has attributes, but not all attributes are available for allobjects. Table 6 lists the attributes that are available to PATROL object classes andinstances.
Command Types
Command types are logical groupings of commands that describe how thecommands are executed; for example, what happens when an error occurs and how acommand terminates. PATROL provides a number of predefined command types,depending on your computing environment and the KMs that you use:
operating system (OS)
PSL
commands that a KM uses for its environment (for example, ORA_SQL)
Menu Commands
Predefined menu commands and one-time user commands can be executed acrossmultiple computers and applications or for an individual computer, application, andinstance.
You must use a PATROL Developer Console to create or change predefined menucommands.
Table 6 Attributes Available to Classes and Instances
Attribute Computer Class
Computer
Instance Application Class
Application
InstanceParameters yes yes yes yes
Menu commands yes yes yes yes
InfoBox commands yes yes yes yes
Setup commands yes yes no no
Command Types yes no yes no
State change actions yes yes yes yes
Event catalogs and classes no no yes no
Environment variables yes yes yes yes
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InfoBox Commands
InfoBox commands return values to the PATROL Console and are run by thePATROL Agent when an InfoBox is displayed. Unlike parameters, InfoBoxcommands are not scheduled by the PATROL Agent’s run queue.
Parameters
A parameter is an object that obtains a measurement or data about an instance.
PATROL Agent Setup Commands
Setup commands are run by the PATROL Agent when the PATROL Console connectsor reconnects to the PATROL Agent.
State Change Actions
State change actions are run on the PATROL Console when the computer or anapplication changes from one state to another on a host computer. State changeactions differ from parameter recovery actions, which try to fix problems and arestored with the PATROL Agent. State change actions can be used to alert a PATROLConsole operator when a situation requires attention.
You must use a PATROL Developer Console to add or modify state change actions.However, any PATROL Console can disable the execution of state change actionsusing user preferences.
Environment Variables
Environment variables specify settings for the environment in which you run thePATROL Agent. For example, environment variables can specify the PATROLHOME directory where the executable file resides and the location of temporarydirectories for storing temporary work files.
NOTE Parameter history retention level and number of days collected are part of the properties ofparameters and other objects and do not display an icon in the KM tree. Access parameterhistory information using user preferences, a parameter Properties dialog box, a hostconnection properties dialog box, or an agent configuration utility such as wpconfig.
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What Happens When You Start PATROL
Chapter 1 Overview of PATROL 45
Event Classes and Catalogs
Used with PATROL Event Manager (PEM), event classes specify certain attributesabout a type of event. For example, an event class can specify that certain events foran application be notarized with a certain severity level and categorized with the
severity level in the event log. An event class can also specify that commands beexecuted after a certain escalation period or whenever a specific event is triggered(notification). An event catalog is a grouping of event classes. PATROL provides astandard event catalog containing predefined standard event classes. An optional,custom event class can be generated for any PATROL KM.
What Happens When You Start PATROL
Information in this section explains essential concepts regarding what happens whenyou start PATROL. The following table lists the major startup actions and where theactions are described.
PATROL Accounts
PATROL uses three kinds of accounts to run all commands and tasks on monitoredcomputers and applications. The permissions and security granted to each accountare in effect for the commands and tasks run from PATROL.
Three Kinds of PATROL Accounts
PATROL uses three kinds of accounts:
OS (default) account — an account that is set up for the PATROL Agent atinstallation and that is used by (or can be changed in) an agent configurationutility. All OS commands executed by the PATROL Agent use this account, exceptMenu commands and Info Box commands.
Step Description For more information, see
1 starting up PATROL “PATROL Accounts” on page 45
2 loading PATROL KMs “Loaded PATROL KMs” on page 48
3 discovering applications “How Application Discovery Works” on page 50
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Application account — an account you define at PATROL KM setup that is used by(or can be changed for) an application class or instance. An application account iscommonly used to connect to an RDBMS on a server where the database resides, orto run RDBMS commands, such as SQL commands.
Account you use to start the PATROL Console — an account you use to start thePATROL Console that is defined at installation. Commands that run on the consoleuse this account.
Ability to Customize Operating System Accounts
You can use many different operating system accounts. You can use a differentoperating system account to set security for
the PATROL Agent
computer instances application classes
application instances
individual commands or tasks
parameters
Search Order for Operating System Accounts
The operating system account in effect for commands and tasks run by PATROL
depends on which operating system accounts you have specified. PATROL searchesfor the operating system accounts and overrides them in a particular order.
PATROL uses the following order to search for and override operating systemaccounts:
1 individual parameter
2 individual command or task
3 application instance
4 application class
5 computer instance
6 default account used by the PATROL Agent
7 account used to start the PATROL Agent
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PATROL Accounts
Chapter 1 Overview of PATROL 47
Ability to Customize Application Accounts
You can use different application accounts for
application classes
application instances
Search Order for Application Accounts
The application account in effect for commands and tasks run by PATROL dependson which application accounts you have specified. PATROL searches for theapplication accounts and overrides them in a particular order.
PATROL uses the following order to search for and override application accounts:
1 application instance
2 application class
3 application account specified at KM setup
Account You Use to Start the PATROL Console
Commands and tasks run on the PATROL Console use the same account as the one
used to start the PATROL Console.
For More Information about Customizing PATROL Accounts
More information about customizing PATROL accounts can be found in Volume 3 ofthe PATROL Console for Microsoft Windows User Guide—Customizing PATROL.
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Loaded PATROL KMs
A PATROL Operator Console and a PATROL Developer Console both permit you tospecify which PATROL KMs are loaded on your Console. If the PATROL Agent has
another version of a PATROL KM loaded, the PATROL Console uses its own version.The process through which the PATROL Console and PATROL Agent determinewhich version of a PATROL KM to load is called version arbitration.
Conditions When the PATROL Agent Will Not MonitorApplications
There are three conditions under which a PATROL Agent will not monitorapplications that you have loaded from the PATROL Console:
The PATROL Agent does not have a PATROL KM that you load from a PATROLOperator Console.
The application class is included in the PATROL Agent’s knowledge moduledisabled list. (The PATROL KM is disabled.)
The application class definition specifies that the applications are invalid for thePATROL Agent version and/or computer class.
Version Arbitration
The process through which the PATROL Console and PATROL Agent determinewhich version of a KM to load is called version arbitration. Table 7 on page 49 showswhat version of a KM is loaded by the PATROL Agent under different conditions.
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Loaded PATROL KMs
Chapter 1 Overview of PATROL 49
For more information about KM version arbitration, see Volume 3 of the PATROLConsole for Microsoft Windows User Guide—Customizing PATROL. For informationabout how to load a KM, see Chapter 3, “PATROL Startup.”
Table 7 PATROL KM Version Arbitration
Type of PATROLConsole ThatLoads PATROLKM K
M I
n s t a l l e d i n
\ k n o w l e d g e D
i r e c t o r y
o f t h e P A T R O L A g e n t
K M
P r e l o a d e d
o n t h e
P A T R O L A g e n
t
K M
i n t h e D i s
a b l e d L i s t
f o r t h e P A T R O
L A g e n t
Result
PATROLOperatorConsole
yes no no PATROL Agent loads into memory the local version ofthe KM.
yes no yes PATROL Agent ignores the PATROL OperatorConsole’s request to load the KM.
yes yes no PATROL Agent allows the PATROL Operator Consoleto use the KM.
no no no Agent does not collect information for the KM.
no N/A yes PATROL Agent ignores the PATROL OperatorConsole’s request to load the KM.
Note: If PATROL KM versions differ, the PATROL Operator Console and the PATROL Agent will each usetheir own version of the PATROL KM.
PATROLDeveloperConsole
Yes No No PATROL Agent loads into memory the KM from thePATROL Developer Console.
Yes No Yes PATROL Agent ignores the PATROL DeveloperConsole’s request to load the KM.
Yes Yes No PATROL Agent loads into memory the KM from thePATROL Developer Console.
No N/A No PATROL Agent loads into memory the KM from thePATROL Developer Console. (If the KM hasdependencies on external files and/or PSL libraries, theKM will not function.)
No N/A Yes PATROL Agent ignores the PATROL DeveloperConsole’s request to load the KM.
NOTE
The above criteria apply when a Developer Console is connected to an agent with a developerconnection (not an operator connection), as defined in the Connection Setup tab of the agentproperties. When a Developer Console is connected to an agent with an operator connection,the Developer Console functions as an Operator Console with that agent.
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How Application Discovery Works
50 PATROL Console for Microsoft Windows User Guide—Understanding the Basics of PATROL
How Application Discovery Works
PATROL identifies the applications on each monitored computer through a processcalled application discovery. The PATROL Agent performs application discovery on
each monitored computer using a number of methods, which include
finding a match for one or more names of processes and files
checking environment variables
getting the contents of a file and using the values to determine whether theapplication exists and what state it is in
checking the output of commands and using the values to determine whether theapplication exists and what state it is in
When the PATROL Agent Performs Application Discovery
The PATROL Agent performs application discovery on a monitored computer when
A PATROL KM is initially loaded.
You define an application class or modify an existing one.
The preset time interval stored in the APPL_CHECK_CYCLE built-in macro is
reached. This interval is known as the application discovery check cycle.
The preset time interval stored in the GET_PROCS_CYCLE built-in macro isreached. This interval is known as the process cache refresh cycle.
The process cache is manually refreshed (this action doesn’t happen immediately, but forces a full discovery on the next discovery cycle)
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Chapter 1 Overview of PATROL 51
Discovery Cycle
Figure 13 shows the PATROL discovery cycle.
Figure 13 PATROL Discovery Cycle
The built-in macro variable
GET_PROCS_CYCLE governs
the rate at which the PATROL
Agent Discovery Cache is
refreshed. Each time the
PATROL Agent DiscoveryCache is refreshed, application
discovery is triggered. Any new
applications and state changes
are then displayed.
The PATROL Agent searches for applications
on a monitored computer at a preset interval
called the application discovery check cycle.
The built-in macro variable
APPL_CHECK_CYCLE governs how often
this check is performed. Application
discovery uses the information in the
PATROL Agent Discovery Cache rather than
accessing the system directly.
The PATROL Agent takes a snapshot of the
system’s process table and stores the
process IDs of all the applications in the
PATROL Agent Discovery Cache. The
PATROL Agent periodically checks that these
processes are still running.
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52 PATROL Console for Microsoft Windows User Guide—Understanding the Basics of PATROL
Discovery Methods
There are two methods for performing application discovery. Table 8 lists anddescribes those methods.
For more information about discovery methods, see Volume 3 of the PATROL Console for Microsoft Windows User Guide—Customizing PATROL.
Table 8 Discovery Methods
Type of Discovery Description Notes
PSL discovery A discovery method called PSL discover