Perform a centralized upgrade of the primary Orion server and all scalability engines

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 your Orion deployment meets all of the following conditions:

  • You are not installing any additional products.
  • You are upgrading products that run on Orion Platform 2019.2 or later.
  • You are upgrading products in an online environment.

To upgrade products in an environment that does not meet all of these conditions, see this topic.

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

Before you start

Use the information in this topic to prepare for your installation or upgrade. Use the checklists to prepare your environment, and review the list of "gotchas".

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 the main polling engine, 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: Upgrade your deployment

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 upgrade.

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

    The tab lists all available updates, including hotfixes and new versions, and provides links to release notes.

  3. Click Check Readiness.

    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. You can either:

  4. Click Next to start the systems check.

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

  5. 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.

  6. 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.
  7. Review the EULA. If you agree, click I accept, and then click Next to begin the upgrade.

    The installer is downloaded to your primary Orion server and copied to each scalability engine. All servers 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 SolarWinds-hosted 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.

  8. 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.

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.