Applications Systems

Self-Led Project Plan for Server and Application Monitor

This article provides a step-by-step guide for self-led onboarding of SolarWinds Server & Application Monitor (SAM). It includes installation, integration with the SolarWinds Platform, node and application discovery, configuration of monitoring templates, AppInsight setup, alerting, reporting, and dashboard customization to help you monitor application performance, troubleshoot issues, and optimize infrastructure effectively.

First published date

8/15/2025 9:19 PM

Last published date

8/20/2025 4:57 PM

Overview

Installation & Setup

Confirm SAM Installation

Ensure SAM is installed and ready for configuration.
SAM Installation Guide

Node Management

Create Discovery Profile

Set up a profile to identify devices and applications to monitor.
Creating a Discovery Profile

Complete Network Discovery & Import Results

Run discovery and import detected devices into SAM.
Import Network Elements

Explore SolarWinds Platform & SAM Summary Pages

Navigate and review SAM dashboards and key summary views.

Explore Your Environment

Manage Nodes

View and manage monitored nodes from a centralized page.

Manage Nodes View

Edit Node & Polling Methods

Update polling settings and methods for accurate monitoring.

Edit Node Properties

List Node Resources

Identify and enable resources for monitoring on specific nodes.

View Node Resources

Adjust Polling Settings

Optimize polling intervals for performance and data granularity.

Polling Settings

Review Asset Inventory

Access detailed hardware and software inventory information.

Asset Inventory

Use Real-Time Tools

Leverage real-time process, service, and event monitoring.
Real-Time Monitoring Tools

Settings, Properties & Groups

Configure SAM Account Settings

Manage SAM-specific account permissions and settings.
User Account Access Settings

Create Custom Properties

Add custom fields for better organization and reporting.
Create Custom Properties

Troubleshoot SAM

Resolve issues using SAM troubleshooting resources.
SAM Troubleshooting Guide

Apply Account Limitations

Restrict user access to specific nodes, groups, or apps.
Account Limitations

Create & Manage Groups

Organize monitored objects into logical groups.
Creating Groups

Assign Applications to Groups

Streamline monitoring by assigning app templates to groups.
Assign Template to Group

Set Application Dependencies

Define dependencies to reduce false alerts.
Application Dependencies Overview

Application Templates & Discovery

Review Application & Component Monitors

Understand available templates and monitors.
Using Application Monitor Templates
Template Reference
Component Monitors List

Create & Assign Application Templates

Develop and assign custom templates for monitoring.
Create Application Template
Manually Assign Application Monitors

Manage Templates

Edit, duplicate, and delete templates as needed.
Manage Templates

Discover Applications

Run discovery to find applications and services to monitor.
Application Discovery
Component Monitor Wizard

AppInsight Applications

Alerts & Reports

Manage Alerts

Create and edit SAM alerts to track key application and node statuses.
SAM Alerts Overview

Create Custom Application Alerts

Create Component Alert

Review & Create Reports

SAM Reports Overview
Create Custom Report
Schedule Reports

Views & Dashboard

Review Summary & Detail Views

Customizing SAM Views & Resources

Customizing Modern Dashboards

Create NOC Views

Create a NOC View

Apply View Limitations

Adding View Limitations

Customize Menu Bars

Customizing Web Console Menu Bars
Set Default Menu Bars & Views

Configure Website Settings

Website & Chart Settings

Notes

This plan is designed for customers who prefer a self-paced onboarding experience.
- Self-Led Project Plans
For assisted onboarding, refer to SolarWinds Deployment Services.
- Deployment Scope
For troubleshooting, contact SolarWinds Support.
- Submit a Ticket

Product section

Server Application Monitor

Disclaimer: Please note, any content posted herein is provided as a suggestion or recommendation to you for your internal use. This is not part of the SolarWinds software or documentation that you purchased from SolarWinds, and the information set forth herein may come from third parties. Your organization should internally review and assess to what extent, if any, such custom scripts or recommendations will be incorporated into your environment. You elect to use third-party content at your own risk, and you will be solely responsible for the incorporation of the same if any.