Documentation forSolarWinds platformand Orion Platform

Upgrade Orion Platform products to SolarWinds Hybrid Cloud Observability

SolarWinds platform RC documentation - The following content is a draft for a SolarWinds platform Release Candidate. All content subject to change. Some links might not function yet.

Use the information in the following sections to upgrade your Orion Platform deployment to Hybrid Cloud Observability 2022.2.

Supported upgrade paths

You can upgrade from Orion Platform 2020.2.4 or later to Hybrid Cloud Observability 2022.2.

If you have an earlier version of the Orion Platform, you can:

  • Upgrade to Orion Platform 2020.2.4 or later, and then upgrade to Hybrid Cloud Observability 2022.2.
  • Delay the upgrade until a later version of Hybrid Cloud Observability is available.

Upgrade considerations

Before upgrading to Hybrid Cloud Observability 2022.2, consider the following:

  • Hybrid Cloud Observability 2022.2 requires SQL Server 2016 SP1 or later for the SolarWinds platform database server. SQL Server 2012 and SQL Server 2014 are not supported. (For all requirements, see the system requirements.)

  • To upgrade to Hybrid Cloud Observability 2022.2, you must have a Hybrid Cloud Observability license. Licenses for Orion Platform products cannot be used for Hybrid Cloud Observability 2022.2.

  • Upgrading to Hybrid Cloud Observability removes your existing on-premises Orion deployment. After the upgrade, you cannot revert to your Orion deployment. If you would like to evaluate Hybrid Cloud Observability while maintaining your Orion deployment, install Hybrid Cloud Observability on a different server.

  • Hybrid Cloud Observability 2022.2 does not support Storage Resource Monitor (SRM), Web Performance Monitor (WPM), Application-Centric Monitor (ACM), or Engineer's Toolset for the Web. If you have any of these Orion Platform products, you can:

    • Uninstall SRM, WPM, ACM, and Engineer's Toolset for the Web from the Orion server and install them on a different server.
    • Delay the upgrade. These products will be supported in a later version of Hybrid Cloud Observability.
  • Legacy syslog and trap functionality has been removed from Hybrid Cloud Observability 2022.2. During the upgrade, legacy syslog and trap rules are migrated to Hybrid Cloud Observability. However, the current version does not support all conditions, actions, or logic that your legacy rules might include. Legacy rules that include unsupported features cannot be fully imported and might not operate as expected after the upgrade. A report lists any rules that were not fully imported.

    If your Orion deployment uses legacy syslog and trap rules, you can:

    • Delay the upgrade. A later version of Hybrid Cloud Observability will support most legacy syslog and trap functionality.
    • Upgrade now and manually repair any broken rules later, when the missing functionality is supported.
  • Evaluation licenses are not supported for upgrades from other SolarWinds platform products. You need to purchase a commercial license or evaluate SolarWinds Hybrid Cloud Observability on a different server.

Before you upgrade

Complete the following steps to prepare for the upgrade:

  • Before the upgrade, be sure to back up any custom files stored in the Orion installation directory and the Orion SDK directory. Because the upgrade removes your Orion deployment, any custom files that are not backed up will be unavailable after the upgrade.

  • Hybrid Cloud Observability does not support free pollers. A free poller is a module-specific additional polling engine that does not require an extra license. You could have chosen to install free pollers when you installed any of the following products:

    • LA
    • SAM with node-based licenses
    • SCM
    • SRM
    • VMAN

    If your Orion Platform products use free pollers, you must replace the free pollers with additional polling engines before you can complete the upgrade.

    The installer detects free pollers during the system check and identifies them in the installation report. If you are not sure whether your deployment includes free pollers, start the installer and run the system check. You can then replace any free pollers before you continue the upgrade.

  • Review the release notes, and make sure your environment meets the system requirements.

Get the installer

Download the SolarWinds Hybrid Cloud Observability installer from the Customer Portal.

For new installations, you can download the SolarWinds Hybrid Cloud Observability evaluation installer from the SolarWinds website. However, an evaluation installer downloaded from the SolarWinds website cannot be used to upgrade Orion Platform products.

Upgrade only your Main polling engine

If you do not have any scalability engines (additional polling engines, additional web servers, and high availability servers), complete the following steps to upgrade your Main polling engine.

If you have scalability engines, you can perform a centralized upgrade to upgrade your Main polling engine and then simultaneously upgrade all reachable scalability engines.

Run the installer on your Main polling engine

  1. Close all other applications running on your Main polling engine.

  2. Mount the ISO file, and run the installer from the mounted ISO as an Administrator.

  3. On the Welcome panel, click Start.

  4. On the Upgrade Type panel, select Upgrade Now.

  5. Review the EULA. If you agree, click I accept, and then click Next.

    The installer runs a system check to verify that your server meets system requirements and recommendations. If it finds issues, the Installation Report panel displays one or more messages:

    • Informational and warning messages recommend actions and best practices to optimize performance. These do not block the upgrade.

    • Critical issues describe changes that are required. These block the upgrade until they are resolved.

  6. On the Installation Report panel:

    1. Confirm that you have backed up your Orion database, and that you are ready for your Orion Platform products to be uninstalled.
    2. Investigate and resolve any issues listed in the System Check section:

      • Click the information icon to display additional information and suggested resolutions.
      • After resolving any blocking issues, click Re-check.
    3. Click Next.

    The installer displays progress messages as it uninstalls your Orion deployment and installs Hybrid Cloud Observability. When the installation is complete, the Configuration Wizard opens.

Configure your Main polling engine

Depending on your environment, the wizard might include options or panels not described here.

  1. On the Configuration Wizard Welcome panel, click Next.

  2. If you are prompted to stop services, click Yes.

  3. Select one of the following for authentication to the SQL Server database:

    • Authenticate as currently logged in user: Pass through authentication to the database server using the account currently logged in for installing Hybrid Cloud Observability.

    • Switch user: Provide credentials automatically detected as either SQL or Windows credentials, allowing Windows authentication for the initial setup even if the Hybrid Cloud Observability server is not joined to a domain or the current account does not have permissions to the database server.

    If you intend to use Windows authentication for Hybrid Cloud Observability, remember to exempt that user account from any password change policies. An expired password will cause Hybrid Cloud Observability to stop data collection and interrupt SolarWinds platform Web Console access.

  4. On the Database Settings page, select your existing database, or create a new database for a new installation, and click Next.

  5. On the Database Account page, create an account or specify an existing account that the polling engine and SolarWinds platform Web Console will use to access the database. The account can be a Windows or SQL Server account.

  6. On the Website Settings page:

    1. Select All Unassigned unless your environment requires a specific IP address for the Hybrid Cloud Observability website. If SSL is selected, port 443 is used. Otherwise, port 80 is used.

    2. Specify the Port and the Website Root Directory where the system installs the web console files.

      If you specify any port other than 80, include that port in the URL used to access the SolarWinds platform Web Console.

    3. To configure SSL, click Enable HTTPS and select your SSL certificate.

      If a certificate is not available, select the option to Generate Self-Signed Certificate. The Configuration wizard automatically generates a self-signed certificate issued to the hostname or FQDN and adds it to the trusted certificate store.

      If you select Skip website binding, the Configuration wizard does not make changes within the website configuration in your IIS. This option prevents IP address, port, and SSL certificate options.

  7. If prompted to create a directory or website, click Yes.

  8. Review the list of services to install, and click Next.

  9. Create or configure the SQL Server database instance that will be used to store flow data:

    1. Select the user account to use for authentication to the flow data SQL Server database, and click Next.

    2. Create a new database or select an existing database to store flow data, and click Next.

    3. Create an account or specify an existing account that will be used to access the flow storage database. The account can be a Windows or SQL Server account. Then click Next.

  10. Create or configure the SQL Server database instance that will be used to store log and event data:

    1. Specify whether you want to create the same server or a different server, and click Next.

      If you expect high volumes of log and event data, SolarWinds recommends using a different server. If you choose the same server, you can move the instance to a different server later if necessary.

    2. If different you are using a different server, identify the server and click Next.

    3. Create a new database or select an existing database to store log and event data, and click Next.

  11. On the Completing the Configuration Wizard page, click Next.

  12. When the configuration is complete, click Finish to launch the SolarWinds platform Web Console.

    If the web console doesn't open automatically (for example, if it times out before opening), do one of the following to open it manually:

    • Click Start > All Programs > SolarWinds > Hybrid Cloud Observability.

    • Open a web browser on your Hybrid Cloud Observability server and enter http://ipAddress or http://hostname, where ipAddress is the IP address of your server and hostname is the host name of your server. Enter https:// if you selected SSL.

    A notification provides a link to the rules migration report, which lists all legacy syslog and trap rules that were not fully migrated.

Perform a centralized upgrade of your entire Orion deployment

If you have scalability engines (additional polling engines, additional web servers, and high availability servers), you can perform a centralized upgrade to upgrade your Main polling engine first, and then upgrade all scalability engines simultaneously.

  1. Close all other applications running on your Main polling engine and all scalability engines.

  2. Mount the ISO file, and run the installer from the mounted ISO as an Administrator.

  3. On the Welcome panel, click Start.

    The Upgrade Type panel opens.

  4. If you want to pre-stage the installation files on all servers before you start the upgrade, complete the following steps.

    Pre-staging the installation files decreases the amount of time required to upgrade a large deployment. Pre-staging the files does not interrupt monitoring or affect users' access to the deployment.

    1. To download files to the Main polling engine, click Download installation files.

    2. In the SolarWinds platform Web Console, click Settings > My Orion Deployment.

    3. Click the Updates & Evaluations tab.

    4. To distribute the files to all scalability engines, click Download files .

      The installer verifies that all servers are reachable, and distributes files to all reachable servers.

  5. When you are ready to start the upgrade, open the Updates & Evaluations tab, and click Update now.

    The installer upgrades the Main polling engine.

    If your Orion deployment did not include NetFlow Traffic Analyzer or Log Analyzer, you are notified that you must manually start the Configuration Wizard.

  6. To start the Configuration Wizard on the Main polling engine, click the Windows Start menu and choose SolarWinds Orion > Configuration Wizard.

  7. Complete the Configuration Wizard. See Configure your main polling engine for details.

    After the Main polling engine is upgraded, your scalability engines are upgraded in parallel.