Pre-flight checklist

Before installing, 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 latest Patch Manager release notes and available documentation in the Success Center.

Review the system requirements Make sure your environment has all of the required hardware, software, and database requirements for your installation.
Run all Windows updates Before the installation, check for and run all Microsoft Windows Updates on all servers. As you install, if a Windows update runs, your system may reboot as needed by Windows. The installation cannot complete if your system is waiting to reboot.
Prepare the product license

Review your current product licenses and determine if you need to make any changes. You can download any updated license keys through the Customer Portal.

If you need to modify your licenses, contact your SolarWinds account manager or SolarWinds Technical Support.

Gather credentials

Make sure you have all account credentials, Microsoft SQL Server 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. To create your SolarWinds account, see Access the Customer Portal.

Gather the database credentials

(Orion deployment only)

If you are integrating Patch Manager with the Orion Platform, obtain sysadmin rights to the Orion server and Additional Web Server.

Also, ensure that you have database credentials to an SQL Server database to install and configure the Patch Manager Orion Web Console.

Beginning in Patch Manager 2019.4, you can install the Patch Manager Integration Module and multiple Orion products using the Orion Installer. This module includes the Patch Manager Web Console and all required services.

Update the Orion server to .NET Framework 4.8

(Orion deployment only)

Verify that .NET Framework 4.8 is installed on the server.

If you download and run the Patch Manager Orion Web Console installer for an online installation, the installer will download and install the software for you during the installation procedure.

If you download and run the Patch Manager Orion Web Console installer for an offline installation, you must install .NET Framework 4.8 before you run the installer.

Beginning with Patch Manager 2019.4, you can install the Patch Manager Web Console using the Orion Installer. The Patch Manager Orion Web Console installer is the Orion Installer with the Patch Manager Web Console as an installation option.

Verify that all Orion modules are running the same version

(Orion deployment only)

To save time during the installation, verify that all Orion modules are the latest version (for example, Orion Platform 2020.2). Otherwise, the Orion Installer will require you to update all Orion modules to the latest release when you install the Patch Manager Web Console.

Review the Orion installation procedures

(Orion deployment only)

Review the Orion Platform Products Installation and Upgrade Guide for additional requirements before you install or upgrade products in a new or existing Orion deployment.
Schedule the installation

Set up the maintenance window, preferably during off-peak hours. Depending on the size of databases and the environment, you may need an hour or more to complete the installation.

Installations in an existing Orion Platform environment require polling engines and SolarWinds services to be offline for a length of time. As a result, you may lose a portion of your polling data.

Notify your company Send a message to your company about the installation schedule and maintenance window. If you need additional help with the installation process, contact and allocate staff to be available.