Patch Manager Installation and Setup

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Patch Manager Installation

1. Please visit http://www.ecora.com/Ecora/.

2. Click the Login button located in the top-right corner.

3. Login using your Self Service Account.

4. Visit Resource Center>Product Downloads.

5. Locate the Patch Manager window pane and click on Download Program.

6. Launch the Patch Manager Setup.

7. Follow the InstallShield instructions and run Patch Manager once the installation is complete.

Patch Manager Setup

1. Launch Ecora Patch Manager.

2. You will be prompted by the Configuration Wizard window.

You can choose between a Quick and a Custom Installation setup.

Quick Installation

3. Select Quick Installation and click Next.

4. The Proxy Settings configuration windows will come up.

Note: Here you can set the proxy settings which will intermediate your HTTP connections.

Check the Use a proxy server for HTTP connections and specify the server's IP address, connection port, the login credentials and if you wish to use NTLM for authentication.

5. Click Next.

6. In the License windows you have to activate your product.

There are three methods of licensing Ecora Patch Manager:

Automatically pull the licensing information based on your license login. Click the Get License' button and write your license login credentials.

The Text button will let you paste the licensing code. This code can be provided by Ecora Tech Support.
If you have the license file saved from a previous Ecora Patch Manager installation you can load it by clicking the Browse button and navigating to said file.

7. After licensing your product, click Next.

8. In the Database Configuration window you can choose to either install the MSDE (Microsoft SQL Server Desktop Edition) database that comes with the Ecora software or use an existing SQL Server.

9. Make your choice and click Next.

Note: This tutorial will follow-up from after having install an SQL server.

10. Next you must select the SQL Server Instance you wish to use and the authentication method.

Important Note: The SQL user you specify as login must have administration rights for the database.

11. Choose to use and existing database or create a new one. The defaul option is Create New Database. Specify the new database name and the directory path where you wish data to be saved (default recommended).

12. Click Next.

13. The Load Knowledge Base Wizard windows will come up. Click Next.

14. Wait for the Knowledge Base load to complete itself.

15. Click Finish.

16. Review your configuration information.

17. Click Finish.

Custom Installation

3. Select Custom Installation and click Next.

4. Select the components you wish to configure.

5. The Proxy Settings configuration windows will come up.

Note: Here you can set the proxy settings which will intermediate your HTTP connections.

Check the Use a proxy server for HTTP connections and specify the server's IP address, connection port, the login credentials and if you wish to use NTLM for authentication.

6. Click Next.

7. In the License windows you have to activate your product.

There are three methods of licensing Ecora Patch Manager:

Automatically pull the licensing information based on your license login. Click the Get License' button and write your license login credentials.

The Text button will let you paste the licensing code. This code can be provided by Ecora Tech Support.
If you have the license file saved from a previous Ecora Patch Manager installation you can load it by clicking the Browse button and navigating to said file.

8. After licensing your product, click Next.

9. In the Database Configuration window you can choose to either install the MSDE (Microsoft SQL Server Desktop Edition) database that comes with the Ecora software or use an existing SQL Server.

10. Make your choice and click Next.

Note: This tutorial will follow-up from after having install an SQL server.

11. Next you must select the SQL Server Instance you wish to use and the authentication method.

Important Note: The SQL user you specify as login must have administration rights for the database.

12. Choose to use and existing database or create a new one. The defaul option is Create New Database. Specify the new database name and the directory path where you wish data to be saved (default recommended).

13. Click Next.

14. The Load Knowledge Base Wizard windows will come up. Click Next.

15. Wait for the Knowledge Base load to complete itself.

16. Click Finish.

17. You will be prompted to set up your Windows/Unix/Solaris Repository.

Note: A patch repository is a share location where patches are downloaded, and from which they are distributed to target systems being updated.

18. For Windows set the UNC Path and protect the folder with login credentials. You may also enable alternate repository paths and a Temporary Download folder.

19. After setting up your Repository click Next.

20. In the next window you can setup the Patch Manager Reporting Center. You must specify your Web Server location, the login credentials, an e-mail address from which reports can be sent and it's affiliated SMTP Server.

21. You can set up Alerting details in the following windows.

Check the Enable option on the Alerting pane and set the time interval in which the software will check from any alerts being possibly triggered.

Select if you wish to use SNMP or SMTP Alerts and make the appropriate configurations.