Example: Configure WPM to monitor Microsoft Exchange
Here is a real-world scenario that describes how to use WPM to run transactions from remote office locations that connect to a load balancer and Exchange servers that simulate end users accessing Microsoft Outlook® to send email.
After configuring WPM to monitor the OWA (Outlook Web Application) on Exchange servers, you can configure alerts that notify you if Outlook's performance lags.
For an expanded use case that includes other Orion Platform products, see the SolarWinds guide to monitoring Microsoft Exchange.
To configure WPM for this example:
- Record the steps you want WPM to play back, such as logging into the Outlook Web Access (OWA) page.
- Choose a playback location. This is the system that hosts a WPM Player to run the recording.
- Add that system as a transaction location in the Orion Web Console and install a WPM Player.
- Create a transaction by assigning a recording to a transaction location. You can schedule transactions to play at regular intervals and set up alerts to notify you if playback times exceed set thresholds.
- Set up a domain account with access to Exchange that the WPM Player can use for playback.
- View WPM data to find any transactions with problems. Alerts appear on the Transactions Summary page in the Orion Web Console if Outlook takes longer than usual to load, transaction steps exceed thresholds, or users cannot access the site.
If you use SolarWinds NPM and the SolarWinds NetPath feature is configured to monitor paths to Exchange servers, the same servers that act as NetPath probes can serve as WPM playback locations.
To monitor Exchange, SolarWinds recommends creating separate recordings for each server so you can troubleshoot a specific server later.
- One recording that accesses the OWA through the load balancer.
- Additional recordings that access the OWA through each Exchange server in your network.
- Deploy the Web Transaction Recorder to a system that can access the Exchange server.
- Choose Settings > All Settings > WPM Settings.
- Under Transaction Management, choose Manage Recordings.
Click Download New Recorder.
- Open the download package and follow the onscreen instructions to install it.
Launch the Web Transaction Recorder from the Windows Start menu.
When the recorder opens, click to open the drop-down menu.
- Click "Orion server configuration" and enter details about the Orion server. See Configure Web Transaction Recorders on remote systems.
- Select the Save configuration check box, and then click Configure.
- Repeat the following steps to create multiple recordings — one for the load balancer and one for each Exchange server.
- Enter the URL of the OWA on the Exchange server or load balancer, and click Enter.
- Click Start recording .
- When the Outlook login page opens, enter your credentials and click Sign In.
- Log out of Outlook.
Best Practice: If a recording includes a login step at the beginning of a sequence, include a logout step at the end to properly close the session and prevent issues related to uncleared cookies and browser caching.
- Perform the tasks you want to include in the recording.
To learn about using tools such as X, Y Capture mode, see the WPM Administrator Guide.
- When finished, click Stop .
- Click Play recording .
As the recording plays, the Web Transaction Recorder shows each step and its duration. When finished, the total time appears at the top of the window.
- Click Save > Save to Orion server.
- Respond to the prompt about calculating a recording time for use when playing back the recording as a monitored transaction.
- Enter a name and description in the Save As dialog box, and click Save.
Now that you've created recordings, select the location where you want to play them.
The transaction location (also called a playback location) is the system that plays back the recorded transaction. To make sure WPM accurately captures what users experience when accessing Exchange, choose a transaction location that meets the following criteria:
- The system is geographically located near users. For example, choose a server in a branch office.
- The system is always on. For example, don't choose an end-user's workstation, because it might be turned off.
- The system meets WPM Player requirements.
If the selected location has a hypervisor running various servers, such as a print or file server, consider adding another server where you can install the WPM Player.
After choosing a playback location, add it as a WPM transaction location in the Orion Web Console. You'll need to provide the following details:
- The IP address or host name of the system where WPM will deploy the player (see step 9).
- Login credentials for the system.
If you choose a location where a player is already installed, you can add the location without installing the player. In this example, the WPM Player is not installed in the selected location.
- Choose Settings > All Settings > WPM Settings.
- On the Web Performance Monitor Settings page, click Manage Player Locations.
On the Manage Transaction Locations page, switch to the Translation Locations tab.
Click Add Location.
Select the "Install location on my network" and click Next.
You'll need access the shared folder at the following UNC Path:
- Enter the server's IP address or host name, or select a node from the list. Click Next.
- Choose Use default settings, and click Next.
On the Location Credentials panel, select the location and provide server credentials.
- Select the check box next to the location name.
- Click Assign Credentials.
Select an existing credential or enter a new one.
- Click Test to test the connection and credentials.
If the test succeeds, click Submit to add the transaction location to the list.
If the location is not managed via the Orion platform, the Status column displays an informational message but the location does not have to be managed by Orion.
Click Deploy Player.
The Orion server connects to the server and installs the WPM Player service.
A transaction is a WPM recording that is associated with a transaction location (also called a "playback location"). Transactions specify a threshold for each recorded step. WPM plays back each transaction at a regular interval, and alerts you if any step exceeds its threshold. You can create transactions by linking recordings to transaction locations in the Orion Web Console.
Repeat these steps to create a transaction for each recording created in Task 1.
On the Manage Recordings page, select the check box next to a recording and click Start Monitoring.
In the Add Transaction wizard, select the location added in Task 3. Click Next.
The Transaction Monitor panel shows default thresholds. The Typical Value is based on the recording. The default Warning threshold is double that time, and the Critical threshold is quadruple that time.
Leave the default interval and thresholds at their current settings for now. You can adjust them later if you receive too many alerts. Click Next.
To collect extra troubleshooting data in the AppStack Environment widget, link each transaction with the node (server) on which it is executed and applications it is monitoring. If a transaction fails, AppStack can show the exact Exchange server the transaction was executed on instead of just the load balancer that manages multiple Exchange servers.
- Select Improve transaction troubleshooting.
- Click Add Nodes.
In the Select Nodes dialog box, select the Exchange server and click Save.
The node is listed on the wizard panel.
- Click Add applications.
In the Select Applications dialog box, select the Microsoft Exchange and Microsoft IIS applications running on that server, and click Save.
The applications are listed on the wizard panel.
Click Save Monitor.
The transaction plays at the specified interval in the playback location to simulate end users connecting to Microsoft Exchange to use Outlook.
To improve transaction troubleshooting, set dependencies on transaction steps as well as transactions, providing an increased level of granularity to isolate dependencies at the level of single browser actions. See Configure WPM transactions and dependencies.
As described in How WPM works, the WPM Player uses a WPM worker process to play back recorded transactions and collect data. Each worker process requires its own SEUM-User account because different processes handle different transaction steps at different times. By default, SEUM-User accounts only have local permissions,
The ability to monitor Microsoft Exchange requires a domain account. You can use the WPM Domain Accounts Configuration Tool to set up local domain accounts as SEUM-User accounts so the WPM Player can play Exchange transactions.
To configure local domain accounts for use as SEUM-User accounts:
- Log into the system hosting the WPM Player service running transactions — either the Orion server or a remote machine.
- In Windows Explorer, navigate to the following default folder:
C:\Program Files (x86)\SolarWinds\Orion\SEUM\Player.
SolarWinds.SEUM.AgentDomainConfigurationTool.exeand select "Run as administrator".
- When the tool opens, select the "Enable domain accounts for playbacks" option.
- Enter the FQDN for the Domain.
- For each account, provide a Username and Passwords.
Do not cite the domain in the Username field — only the account name. Also, each user account must be unique. Click here for details.
- Click Validate to test the credentials, and then click Save.
To view WPM data, choose My Dashboards > Web > Transaction Summary. Widgets highlight transactions whose duration passed the set threshold, indicating possible Exchange network problems.
The Transactions Summary page shows you:
- Transactions with problems
- Specific transaction steps with problems
- The time it takes to complete each transaction step compared to the baseline
For additional use cases with other Orion Platform products, see the SolarWinds guide to monitoring Microsoft Exchange.