Preflight upgrade checklist for SolarWinds NTA

This preflight checklist details a number of important steps to help plan and prep for your upgrade.

Review release notes

Review product release notes and available documentation in our Success Center.

Review product release notes in our Success Center.

Review system requirements

Make sure your environment has all of the required hardware and software needs for your installations. You can verify the requirements for products and multi-module environments guidelines.

Product requirements include:

You may need to also check the administrator guide for your product to locate the requirements.

For all port requirements, see Port Requirements for all SolarWinds products.

See URLs used by the Orion Platform for a list of URLs to add as exceptions to your firewall.

Review licenses Review your current product licenses and determine if you need to make any changes. You can download any updated license keys for your upgrade through your Customer Portal. Verify any license upgrades and needs with your SolarWinds account manager or contact SolarWinds.
Do you need to migrate?

You may need to migrate products and databases to new dedicated servers or to shared servers. Check if you need to migrate by reviewing new requirements, your products, and your current environment.

Migrating adds time to your upgrade, but you have the best opportunity to update to new servers during an upgrade.

Gather credentials Make sure you have all account credentials, SQL database credentials, your SolarWinds account, and local admin server credentials.
Build your upgrade path

Use the SolarWinds Orion Installer to build your upgrade path. Even with older product versions, you can use the Orion Installer to build a detailed, accurate upgrade path.

The Product Upgrade Advisor is still available, but it does not include all product versions. For this reason, SolarWinds recommends using the Orion installer.

Run all Windows updates Before upgrading, check for and run all Microsoft Windows Updates on your main polling engine, all additional polling engines, and all additional web servers. As you upgrade, if a Windows update runs, your system may reboot as needed by Windows.
Schedule the upgrade Set up the maintenance window, preferably off-peak hours. Depending on the number of products, size of database(s), and size of environment, you may need hours to complete your upgrade.

Upgrades will 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 of the upgrade schedule and maintenance window. If you need additional help, contact and allocate specific staff to be available.

How long does an upgrade take?

The time it takes to complete an upgrade depends on:

  • Hardware
  • Database server performance and database size
  • Number of additional polling engines
  • Number of additional web servers
  • Environment performance
  • Number of modules being upgraded
  • Number of devices being polled

Since every configuration is different, we cannot predict exactly how long your upgrade will take. Through this guide, we include steps and tips to help reduce the time for your upgrade.