Documentation forOrion Platform

Perform a centralized upgrade of an existing Orion deployment (2019.2 and later deployments)

When you perform a centralized upgrade of your entire Orion deployment, you initiate the upgrade from your primary Orion server. Then your primary server and all scalability engines (additional polling engines, additional Web servers, and HA backup servers) are upgraded in parallel.

You can perform a centralized upgrade if you are upgrading products that run on Orion Platform2019.2 or later in either an online or offline environment.

To upgrade products in an environment from earlier versions, see this topic.

If you do not have existing Orion Platform products installed, see Install Orion Platform products in a new environment

If you are upgrading products that run on Orion Platform 2019.4 or later, you can also choose to install additional products for evaluation.

The evaluation version of a product is a full version of the product, functional for 30 days. After the evaluation period, you can convert your evaluation license to a production license by obtaining and applying a license key. Contact SolarWinds sales to purchase a full license. To activate the license, see Activate licenses.

Prepare for the upgrade

Use the information in this topic to access system requirements, prepare your environment, and review the list of "gotchas".

Pre-stage installation files (optional)

To decrease the amount of time required to upgrade a large Orion deployment, you can download the installation files to your main polling engine and all scalability engines before you start the upgrade. You can pre-stage the installation files hours or even days ahead of your maintenance window. Pre-staging the files does not interrupt monitoring or affect users' access to Orion Platform products.

Pre-stage files in an online environment

  1. In the Orion Web Console, click Settings > My Orion Deployment.
  2. Click the Updates & Evaluations tab.
  3. Under What Do You Want to Do Today, click Pre-Stage Files.

    The Updates & Evaluations tab lists all available updates, including hotfixes and new versions, and provides links to release notes. It also lists other Orion Platform products that you can choose to install for evaluation.

  4. (Optional) Select any evaluation products you would like to install.

  5. Click Next.

    The Orion Upgrade Wizard connects to any scalability engines to verify that they are reachable.

    If any scalability engines are unavailable, a message tells you which server cannot be reached. The systems check can provide additional information about the issue.

  6. Click Next to start the systems check.
  7. On the System Check page, review the information under System Check Results.

    Issues found during the system check do not block pre-staging. However, if a server does not have enough space for the installation files, be sure to resolve the issue before you continue.

    If other issues are found you can continue pre-staging files, and then investigate and resolve the issues before starting the upgrade.

  8. Click Next to pre-stage the files.

    The pre-staging operation runs in the background and displays a message when it is complete.

Pre-stage installation files in an offline environment

  1. Get the latest version of the offline installer.

    In an offline environment, the installer cannot determine if a newer version of the installer is available. To ensure that you are getting the latest hotfixes and features, always download the latest version of the installer.

    1. From a computer with Internet access, log in to the Customer Portal.
    2. Select an Orion Platform product under Latest Downloads for Your Products, and click Choose.

    3. Click Download to open the Product Downloads page, and then click Download in the offline installer row.

    4. Copy the installer to your Orion server.
  2. Run the installer .exe file on your primary Orion server as Administrator.

    If the installer detects one or more scalability engines, the option to pre-stage files is displayed.

    The option to pre-stage files is available only if you run the installer on your primary Orion server and it detects one or more scalability engines.

  3. Click Pre-stage installation files.

    The installer copies files to the Installers folder and verifies the files. The first time you select this option, the installer also updates the SWA (SolarWinds Administration) service to enable it to pre-stage the files.

  4. When the files are copied, click Finish.

    You are prompted to log in to the Orion Web Console (if necessary), and the Updates and Evaluations page opens.

    The Updates & Evaluations tab lists all available updates, including hotfixes and new versions, and provides links to release notes. It also lists other Orion Platform products that you can choose to install for evaluation.

  5. (Optional) Select any evaluation products you would like to install.
  6. Under What Do You Want to Do Today, click Pre-Stage Files.

  7. Click Next.

    The Orion Upgrade Wizard connects to any scalability engines to verify that they are reachable.

    If any scalability engines are unavailable, a message tells you which server cannot be reached. The systems check can provide additional information about the issue.

  8. Click Next to start the systems check.
  9. On the System Check page, review the information under System Check Results.

    Issues found during the system check do not block pre-staging. However, if a server does not have enough space for the installation files, be sure to resolve the issue before you continue.

    If other issues are found you can continue pre-staging files, and then investigate and resolve the issues before starting the upgrade.

  10. Click Start Downloading Files to pre-stage the files.

    The pre-staging operation runs in the background and displays a message when it is complete.

Upgrade your Orion deployment

When you are ready to upgrade, complete the following tasks.

Task 1: If you are upgrading with HA, disable the HA pool

The HA pool must be disabled to upgrade. If you upgrade without disabling it, the pool is automatically disabled.

  1. In the Orion Web Console, click Settings > All Settings.
  2. Under Product Specific Settings, click High Availability Deployment Summary.
  3. Select the pool you want to disable.

  4. Toggle High Availability to Off.

Do not modify the VIP, IP address, or virtual host settings for the servers.

Task 2: If you are upgrading, stop services

If the required SolarWinds services are not stopped before the upgrade, the Orion Installer attempts to stop them. To ensure a smooth upgrade, SolarWinds recommends that you stop the required services before upgrading.

  1. In the Orion Web Console, click Settings > All Settings.
  2. Under Product Specific Settings, click Orion Service Manager.
  3. Stop all services listed in the Orion Service Manager on all additional polling engines and all web servers.

If you use the Windows Control Panel to stop services, do not stop the SolarWinds Administration Service on your scalability engines. If you stop the SolarWinds Administration Service, the installer cannot reach the scalability engines to upgrade them in parallel.

Services are restarted automatically when the upgrade is complete.

Task 3: Start the installation or upgrade

Some third-party software, such as .NET 4.8, is required. If it is not found on the server, it is downloaded and installed when you run the installer.

To minimize the time required to run the Orion Installer, install .NET 4.8 on your primary Orion servers and all scalability engines before you run the installer.

  1. In the Orion Web Console, click Settings > My Orion Deployment.
  2. Click the Updates & Evaluations tab.

    The tab lists all available updates, including hotfixes and new versions, and provides links to release notes. It also lists other Orion Platform products that you can choose to install for evaluation.

  3. (Optional) If you are upgrading from 2019.4 or later, select any evaluation products you would like to install.

  4. Select Upgrade all products and evaluations to the latest version, and then click Next.

    If additional components are not installed (for example, Orion Log Viewer) and your deployment meets the system requirements, the Add-ons page lists the available components.

  5. If the Add-ons page is displayed:

    1. Click More Info to learn more about the available component.

    2. Select Confirm to install the component or Cancel if you do not want to install it.
    3. Click Confirm to close the dialog box, and then click Next.

    The Orion Update Tool connects to any scalability engines to verify that they are reachable.

    If any scalability engines are unavailable, a message tells you which server cannot be reached. The systems check can provide additional information about the issue. You can either:

  6. Click Next to start the systems check.

    The System Check page asks you to confirm that you backed up your database.

  7. Under System Check Confirmations, click Choose how to proceed. If you have backed up your database, select Confirm and then click Confirm.

    If not, you should back up now. New products and versions can modify your database tables. Click here for information about SolarWinds Backup.

  8. On the System Check page, review the information under System Check Results.

    The installer runs a series of checks per product to verify that your servers meet system requirements and recommendations. If your environment does not meet specifications, the installer displays one or more messages:

    • Informational and warning messages recommend actions and best practices to optimize performance. These do not block the installation.
    • Critical issues describe changes that are required to support the products. These block the installation until they are resolved.
    1. Investigate and resolve any issues:

      • Click the details link to display additional information and suggested resolutions.
      • Optionally, click Save Report to save the list of issues.
      • After resolving any blocking issues, click Run Checks Again.
    2. Click Next.
  9. Review the EULA. If you agree, click I accept, and then click Next to begin the upgrade.

    If you pre-staged the installation files, the installer verifies that you have the most recent versions. If an updated version is available, the installer notifies you. SolarWinds recommends downloading the latest version. To minimize the download time, the installer downloads only the updated files, not everything.

    After the installer is downloaded to all servers, they are upgraded in parallel. Your primary Orion server is down while it is being upgraded, and so the Orion Web Console is not available. You are redirected to a Web page where you can monitor the progress of the upgrade.

    When the primary Orion server has been upgraded, you are returned to your Orion Web Console.

  10. When the upgrade is complete, click Finish.

Task 4: Upgrade Orion Agents

If the Allow automatic agent updates setting is enabled (default option), the Orion Agents are automatically upgraded in the background. Agents are tied to their release version. You can skip manually upgrading agents if the option is enabled.

To enable the option to allow automatic agent updates:

  1. Click Settings > All Settings.
  2. Under Product Specific Settings, click Agent Settings.
  3. Click Define Global Agent Settings, and select Allow automatic agent updates.

The upgrades take some time to complete but do not require any actions. Agents are upgraded at a throttled number of 10 at a time to limit the impact on the polling engine. As soon as one agent upgrade is complete, another agent takes its place so there are always 10 active threads until all agents are upgraded.

On operating systems that support .NET Framework 4.8, all Windows Agent Plugins are migrated to .NET 4.8. For more information, see ".NET Framework support" in the agent requirements.

If automatic upgrades are disabled, upgrade the Orion Agents:

  1. Open the Manage Agents page. Orion Agents requiring upgrades display the message Update Required.
  2. Select all agents needing updates and click More Actions > Update. The agents are upgraded in the background.

Task 5: If you are upgrading with HA, enable the HA pool

When the installation is complete, enable the HA pool using the following instructions. You might need to recreate the HA pool.

  1. In the Orion Web Console, click Settings > All Settings > High Availability Deployment Summary.
  2. Select the pool you want to enable.
  3. Toggle High Availability to On.

The Orion Web Console verifies all SolarWinds product versions match across the HA pair before enabling. If you receive errors, check your product versions.