Documentation forSolarWinds Platform

Upgrade an existing deployment

Use the following information to upgrade your existing SolarWinds Platform deployment. You can upgrade individual modules (such as NPM or SAM), or you can upgrade your Hybrid Cloud Observability deployment.

If you experience issues using the SolarWinds Platform Web Console after an upgrade, clear your browser cache.

About centralized upgrades

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

If you do not have an existing deployment, see Install SolarWinds Platform products in a new environment

Supported upgrade paths

You can use the SolarWinds Installer to upgrade from:

Version 2024.1 is the last release that will support a direct upgrade from 2020.2.1 or 2020.2.4. If choose to stay on 2020.2.1 or 2020.2.4, you will be required to upgrade to 2024.1 before you can upgrade to a later release.

If you have an earlier version of the Orion Platform:

  1. Download an installer for an Orion Platform 2020.2.6 product from the Customer Portal, and use it to upgrade to Orion Platform 2020.2.6.

  2. Follow these instructions to upgrade to SolarWinds Platform 2024.1.

Considerations for upgrading from the Orion Platform to SolarWinds Platform 2024.1

Before upgrading from the Orion Platform to SolarWinds Platform 2024.1, be aware of the following:

  • Before the upgrade, be sure to back up any custom files stored in the Orion installation directory and the Orion SDK directory.

    Upgrading from the Orion Platform to SolarWinds Platform 2024.1 removes your existing on-premises Orion deployment. Any custom files that are not backed up will be unavailable after the upgrade.
  • SolarWinds Platform 2022.3 or later requires SQL Server 2016 SP1 or later. SQL Server 2012 and SQL Server 2014 are not supported for the SolarWinds Platform database. (For all requirements, see the system requirements.)

  • In addition to the SolarWinds Platform database, the SolarWinds Platform requires a both an NTA Flow Storage database and a Log and Event database. If your Orion deployment did not include Network Traffic Analyzer and Log Analyzer, one or both of these databases are created during the upgrade. Before upgrading from Orion Platform 2020.2.6 and earlier to SolarWinds Platform 2024.1, make sure the database user you use to connect to your SQL Server has the DB create privilege. Without this privilege, the upgrade will not complete.

  • Legacy syslog and trap functionality is not included in SolarWinds Platform 2024.1. During the upgrade, legacy syslog and trap rules are migrated to SolarWinds Platform. The current version supports almost all legacy syslog and trap functionality. A report lists any rules that include unsupported functionality and could not be fully imported.

  • Make sure all your legacy reports are migrated. You won't be able to access legacy reports and related tools after the upgrade. To migrate reports, use the Legacy Report Migration Tool.

  • The implementation of time series widgets required changes to the SolarWinds Platform database. If you have custom reports or alerts that use custom poller statistics or multicast routing, they could be affected by these changes.

    SolarWinds recommends using API calls instead of database queries to collect data for custom reports and alerts.

  • If you are using CAC Authentication, you will need to adjust the CAC Authentication setup after the upgrade to Hybrid Cloud Observability 2022.2 or later. See Enable Smart Card (CAC/PKI) user authentication for Orion Web Console and complete Step 2: Secure the Site for Smart Card Authentication Access.

Before you upgrade

Use the information in this topic to access release notes and system requirements, and to prepare your environment.

  • You can also prepare for an upgrade by using Orion Insights to perform a check on your current deployment environment and notify you of any issues.

  • Go to the Upgrade Resource Center for detailed information to help you plan and implement your upgrade.

Pre-stage installation files (optional)

To decrease the amount of time required to upgrade a large 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 SolarWinds products.

Pre-stage files in an online environment

  1. In the SolarWinds Platform Web Console, click Settings > My Deployment.
  2. Click the Updates tab.
  3. Click Update to start the installer.

  4. Under Upgrade Type, select Download installation files, and click Next.

    Installation files are downloaded to your main polling engine.

  5. Click Launch.

  6. On the Updates tab, click Download files.

    The 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.

  7. Click Next to start the systems check.
  8. 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.

  9. Click Download Now 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 a 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 SolarWinds Platform server.
  2. Run the installer .exe file on your primary SolarWinds Platform 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 SolarWinds Platform server and it detects one or more scalability engines.

  3. Under Upgrade Type, select Download installation files, and click Next.

    Installation files are downloaded to your main polling engine.

  4. Click Launch.

  5. On the Updates tab, click Download files.

    The 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 Download Now to pre-stage the files.

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

Upgrade your 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 SolarWinds Platform Web Console, click Settings > My Deployment.
  2. Click the Servers tab to access the High Availability Deployment Summary.
  3. Select all pools, and toggle High Availability to Off.

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

Task 2: Stop services on all additional polling engines and web servers

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

  1. In the SolarWinds Platform Web Console, click Settings > All Settings.
  2. Under Product Specific Settings, click Service Manager.

    Alternatively, open the stand-alone Service Manager. To do so, open the Windows Start menu, and click SolarWinds Platform > SolarWinds Platform Service Manager.

  3. Stop all services listed in the SolarWinds Platform 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 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 SolarWinds Installer, install .NET 4.8 on your primary SolarWinds Platform servers and all scalability engines before you run the installer.

  1. In the SolarWinds Platform Web Console, click Settings > My Deployment.
  2. Click the Updates tab.

    If your main polling engine is not on the latest version and your scalability engines are on an even earlier version, you have two options:

    • You can update the scalability engines to the version that the main polling engine is running.

    • You can update your entire deployment (main polling engine and scalability engines) to the latest version.

  3. Click Update.

    The installer verifies that all servers can be reached, and reports any issues. When you are ready to start the upgrade, click Next.

  4. Review the EULA. If you agree, click the checkbox, and then click Next.

  5. Click Next to start the systems check.

    The Installation Report page asks you to confirm that you backed up your database.

  6. Under System Confirmation, if you have backed up your database, click the button 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.

  7. On the Installation Report page, review the information under System Check.

    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.
  8. Investigate and resolve any issues:

    • Click the details link to display additional information and suggested resolutions.
    • Optionally, to print the list of issues, click Print results.
    • After resolving any blocking issues, click Re-check.
  9. Click Next to start the installation.

    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 SolarWinds Platform server is down while it is being upgraded, and so the SolarWinds Platform Web Console is not available. You are redirected to a Web page where you can monitor the progress of the upgrade.

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

  10. When the upgrade is complete, click Finish.

Task 4: Upgrade SolarWinds Agents

If the Allow automatic agent updates setting is enabled (default option), the SolarWinds 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 & Remote Collector.

    On Orion Platform 2020.2 and earlier, 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 SolarWinds Platform 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 SolarWinds Platform Web Console verifies all SolarWinds product versions match across the HA pair before enabling. If you receive errors, check your product versions.

If you upgraded to the latest version of the SolarWinds Platform, but antivirus software continues to detect an affected SolarWinds.Orion.Core.BusinessLayer.dll as being present on your SolarWinds Platform server, see this article for more information and a resolution.