Prepare for installations and upgrades
|Review release notes||Review product release notes and available documentation in our Customer Success Center.|
|Review system requirements||Make sure your environment has all the required hardware and software needs for your installations. You can verify the requirements for your installation in the System requirements section.|
|Review licenses and gather keys, and review the maintenance status of your products||Review your product licenses and maintenance status and determine if you need to make any changes. You can download license keys for your new Orion Platform products through SolarWinds Customer Portal. Verify any license upgrades and needs with your SolarWinds account manager or contact SolarWinds.|
|Gather credentials||Make sure you have all account credentials, SQL database credentials, your SolarWinds account, and local admin server credentials.|
|Schedule the installation||
Set up the maintenance window, preferably during off-peak hours. Depending on the number of products, size of database(s), and size of environment, you may need several hours to complete your installation.
If you upgrade or install new Orion products into an existing Orion Platform, all SolarWinds services and polling engines are required to be offline for a length of time, causing you to lose a portion of polling data.
|Notify your company||Send a message to your company regarding the upgrade schedule and maintenance window.|
|Do you need to migrate?||
You may need to migrate products and databases to new dedicated servers. Check if you need to migrate by reviewing new product requirements, performance, and company needs.
Migrating adds time to your upgrade, but you have the best opportunity to update to new servers during an upgrade.
|Use the Upgrade Path in the Orion Installer||
The SolarWinds Orion Installer builds the upgrade path for you, directing the entire upgrade process. When you run the installer, it detects your installed Orion products and versions, verifies the latest available product versions available per your maintenance agreement, and builds the upgrade path for you. This occurs prior to the upgrade, so you can run the installer to see your path before launching the upgrade.
While you can still use the Upgrade Product Advisor to see what your upgrade path might look like, we recommended always using the Orion Installer upgrade path.
Support Note: After every product installation, for Legacy and new products, we recommend always running the Orion Installer. It will verify and update the upgrade path every time. It also runs preflight checks for all products detected with available preflight checks (powered via Active Diagnostics).
|Gotchas||Gotchas for the Orion Installer & products. Before you install your products, you may want to check out the gotchas. For a full list, see the Orion Platform install and upgrade gotchas (includes links to product specific gotchas).|
As part of your pre-flight, prepare the Orion environment:
|Prepare the environment||
|Run all Windows updates||To avoid unnecessary reboots during installation, run all Microsoft Updates on all servers before beginning the installation. The installation cannot complete if your system is waiting to reboot.|
|Backup existing database||If you are installing with an existing database, back up the database. If you need help, check your vendor's site for documentation and instructions. If you have your database on a VM, create a snapshot or copy of your VM.|
|Open ports according to requirements||For your server ports and firewall, open ports according to the system requirements. Orion uses these ports to send and receive data.|
|Check for antivirus software||Determine if any antivirus software is installed on the server or servers where you plan to install. To ensure the installation goes smoothly, exclude the SolarWinds directory. For example, on Windows Server 2012 R2, exclude C:\ProgramData\SolarWinds\. For a full list of antivirus exclusions, see Files and directories to exclude from antivirus scanning. Do not exclude executable files. SolarWinds assumes that C:\ is the default volume.|