WHD installation pre-flight checklist
Before you install Web Help Desk, complete the pre-installation checklist below. This checklist helps you:
- Verify that system requirements are met, all required software is installed, and required roles and features are enabled.
- Gather the information required to complete the installation.
|Review the release notes||Review the Network Performance Monitor release notes and available documentation in the Success Center.|
|Create a standard access account
If you are new to SolarWinds, create a standard access account on the Customer Portal.
|Review the system requirements||
Make sure your environment has the required hardware, software, and database requirements for the installation.
|(Optional) Review the system requirements and procedures for a FIPS installation||If you plan to enable Federal Information Processing Standard (FIPS 140-1) cryptography in your deployment, see Enable FIPS in the Web Help Desk Administrator Guide for additional requirements and procedures.|
|Gather Web Help Desk credentials||
Make sure you have all account credentials, SQL database credentials, your SolarWinds account, and local admin server credentials.
Use the Local Administrator Account for installation.
The Local Administrator account is not the same as a domain account with local admin rights. A domain account is subject to your domain group policies.
To download SolarWinds products and licenses, you need a SolarWinds Customer Portal account.
Gather Orion Platform credentials
(Orion integration deployment only)
Obtain sysadmin rights to the Orion server and any additional servers, including High Availability (HA) server pairs, Additional Polling Engines, and Additional Web Server.
Required: Check the footer in the Orion Web Console and verify that the Orion Platform is running version 2016.1 or 2017.1. Web Help Desk requires either version to integrate SolarWinds alerts into trouble tickets.
|Schedule the installation||Set up the maintenance window, preferably during off-peak hours. Depending on the number of products, size of databases, and size of environment, you may need hours to complete your installation.
Installations in an existing Orion Platform environment require polling engines and SolarWinds services 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 about the installation schedule and maintenance window. If you need additional help, contact and allocate staff to be available.|
|Check for anti-virus 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
See Files and directories to exclude from antivirus scanning for a full list of antivirus exclusions,
Do not exclude executable files. SolarWinds assumes that
|Open ports according to requirements||For the firewall and server ports, open ports according to the server port requirements listed in the installation requirements. SolarWinds uses these ports to send and receive data.|
|Prepare the product license||
If you need to modify your licenses, contact your SolarWinds account manager or SolarWinds Customer Sales.