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Home > Success Center > Enterprise Operations Console (EOC) > SolarWinds Orion Installer for EOC 2.0

SolarWinds Orion Installer for EOC 2.0

Updated September 7, 2017

Use the SolarWinds Orion Installer to install EOC 2.0. For an EOC installation, the installer:

  • Runs preflight checks to ensure your environment specifications match the system requirements for selected product installation. If you need to make any changes, the installer provides guidance to resolve the issues.
  • Guides you through the product installation.
  • Automatically runs the Configuration Wizard as needed after the product installation to complete database and configuration tasks.
  • Advises on additional installations for SolarWinds High Availability servers and Additional Web Servers.

What you should know:

  • If you are an existing EOC user, you cannot upgrade from EOC 1.x to EOC 2.0. Perform a new installation of EOC 2.0 on a different server.

    You cannot install EOC 2.0 on the same server as a previous version. Because EOC 1.x and EOC 2.0 will be installed on different servers, it is possible to continue to run EOC 1.x as you transition to EOC 2.0.

  • Do not install EOC on a server with other Orion Platform products. 
  • For information about installing other Orion Platform products (on a different server), see SolarWinds Orion Installer

Prepare for the installation

This checklist helps you prepare for the EOC 2.0 installation.

Review release notes

Review the EOC 2.0 release notes and available documentation in our Success Center.

Review system requirements

Make sure your environment meets all hardware, software, and port requirements

Review licenses and gather keys, and review the maintenance status of your product Review your product licenses and maintenance status and determine if you need to make any changes. You can download license keys through your Customer Portal. Verify any license upgrades and needs with your SolarWinds account manager or contact SolarWinds.
Gather credentials Make sure you have all account credentials, SQL database credentials, your SolarWinds account, and local admin server credentials.

Prepare the servers

Depending on your EOC deployment, you might need to prepare multiple servers and configure ports in your firewall before installation.

1. Prepare the environment

Prepare servers as needed for your EOC deployment:

  • Orion server: prepare the server based on the number of remote SolarWinds Sites (Orion servers) that EOC will be connected to.
  • Orion SQL server (optional): if you choose to deploy a separate database server, install a supported SQL database on the database server. See Options for the EOC database for more information.
  • Primary and Secondary servers for SolarWinds High Availability: review the HA requirements and VIP address information and prepare matching servers.
  • Additional web server: see the SolarWinds Scalability Guidelines.
2. Run all Windows updates

Before 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.

3. Open ports according to requirements

For your server ports and firewall, open ports according to the port and feature requirements. Orion uses these ports to send and receive data, issue management commands, and additional actions depending on the features. For example, SolarWinds High Availability has additional port requirements beyond product needs.

5. Check for antivirus software

Determine if any antivirus software is installed on the server or servers where you plan to install. To ensure the installation goes smoothly, exclude the SolarWinds directory. For example, on Windows Server 2012 R2, exclude C:\ProgramData\SolarWinds\. For a full list of antivirus exclusions, see Files and directories to exclude from antivirus scanning.

SolarWinds assumes that C:\ is the default volume.

Gotchas for the Orion Installer

Before you install EOC, check out The GotchasTM. For a full list, see the Orion Platform install and upgrade gotchas (includes links to product-specific gotchas).

The following are the most important ones to be aware of:

  • Windows OS 2008 and 2008 R2 and Microsoft SQL Server 2008 R2 are no longer supported. If you configure a separate database server, you must install Windows Server 2012, 2012 R2, or 2016.
  • Carefully review the port requirements for EOC. Incorrect ports can cause communicate and polling issues. See the Port requirements for all SolarWinds products for details.

Always have the latest Orion Installer

Every time you run the Orion Installer, the installer pings SolarWinds and the Customer Portal to check for updates to the installer. If a new Orion Installer is available, the installer is automatically downloaded and run again. This check and refresh of the installer automatically runs and does not require any additional steps.

What you should know:

  • If you see a progress bar for the Orion Installer update, let it continue. When the new installer downloads, it will run the new and improved installer. No need to click, close, escape, or panic.
  • If you are in an offline mode, the Orion Installer will not be able to check.

Installation instructions

Follow these instructions to install EOC 2.0. 

What you should know:

  • The Orion Installer will alert you to warning or critical level requirement issues during the System Check. You should definitely consider any environment upgrades and migrations prior to upgrading.
    Recommendation: Check product requirements before you get started. Review the checklist at the beginning of this guide for links to help!
  • If you are interested in deploying SolarWinds High Availability (HA) in your environment, see the section Install with High Availability for more information.
  • Online installation: the installer quickly downloads from the Customer Portal.
    • This option requires internet access.
    • This option guarantees that you have an up-to-date installer with the latest optimizations and fixes.
    • This option is the most efficient as it only downloads what it needs and nothing more.
  • Offline installation:
    • Use for installations without Internet access.
    • Pre-packed file has everything you should need for a large combination of dependencies and products.
    • You must install .NET 4.6.2 before beginning your offline installation.

 

1. Run the installer and select the installation method

The installer is available through the Customer Portal.

  1. Save the installer .exe on your Orion server, and run it as Administrator.
    A Welcome screen is displayed, allowing you to select a Lightweight or Production installation.
  2. Select the type of installation:
    • Lightweight Installation: This selection installs SQL Server Express locally. Because EOC stores very little data, the lightweight installation is sufficient. 
    • Standard Installation: Optionally, you can install EOC with a SQL Server database on a separate server.
  3. Set the Destination Folder. You can leave this setting as default or select a new location.

    EOC cannot be installed on a remote mapped drive, read-only drive, compressed drive, or compressed HDD. A warning displays if you attempt installing on those drive types.

  4. Click Next.
2. Select the product to install

A list of products is displayed.

Do not install EOC on a server with other Orion Platform products.

  1. Select EOC.
  2. Optionally, select the option to Send usage metrics to help SolarWinds improve products. We only receive data collected for the installation.
  3. Click Next.

Not sure what the release acronyms mean?

  • HF - Hotfix
  • SR - Service Release
  • RC - Release Candidate
3. Review the System Check

A series of system checks run to verify that your server meets recommended and required system requirements. These checks include:

  • Hardware resources such as RAM, hard drive space, number of CPUs, and more
  • Software such as installed Operating System version, .NET Framework, IIS, and other required dependencies
  • Ports for network communications
  • Checks for configurations and additional requirements

If your environment does not meet specifications, the installer provides a message:

  • Warning message: does not block an installation. Details advise recommended actions and best practices to update your environment for better performance.
  • Critical issue: blocks an installation until resolved. Details provide required updates for your environment to support the products. After addressing the issues, run the installer again.

For more information, Click for more details. Click Save Install Report to save a list of issues to resolve. You can also click Copy the issue to clipboard to paste the details in a text file.

The following is an example of a report.

4. Review and accept the EULA 

The EULA is displayed for review. To continue, click the accept option and click Next.

5. Watch the installation progress

The installer displays progress messages and provides information about any issues, halting the installation to allow you to review and remediate.

Interested in learning more? Check out the links provided to the Success Center, THWACK, and the Customer Portal.

If a reboot is required as part of the installation, a message is displayed.

6. Complete the Configuration Wizard

When the installation is complete, the Configuration Wizard opens. Depending on your selections, the wizard may include additional options and screens.

  1. In the Welcome dialog box, click Next.
  2. If prompted to stop services, click Yes.
  3. If you performed a Standard installation with an existing SQL database, select one of the following for authentication:
    • Authenticate as currently logged in user:  pass through authentication to the SQL server using the account currently logged in for installing the Orion product.
    • Switch user: provide credentials automatically detected as either SQL or Windows credentials, allowing Windows Authentication for the initial setup even if the Orion server is not joined to a domain or the current account does not have permissions to the SQL server.

    If you intend to use Windows authentication for the Orion Platform, remember to exempt that user account from any password change policies. An expired password will cause the Orion Platform to cease data collection and interrupt Orion Web Console access.

  4. In the Database Settings dialog box, select to user your existing Orion database, or create a new database for a new installation, and click Next.
  5. In the Database Account dialog box, create an account or use an existing account that the polling engine and Orion Web Console use to access the database. The account can be a Windows or SQL account.
  6. In the Website Settings dialog box, complete selections for your installation:

    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.

    1. Select All Unassigned unless your environment requires a specific IP address for the Orion Web Console. The Port is 443 if SSL is selected. 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 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.

  7. If prompted to create a directory or website, click Yes.
  8. Review the list of services to install, and click Next.
  9. Click Yes if prompted to disable the SNMP Trap Service and enable the SolarWinds Trap Service.
  10. In the Completing the Orion Configuration Wizard dialog box, click Next.
  11. When complete, click Finish to launch the Orion Web Console.

    Click Start > All Programs > SolarWinds > Orion Web Console

    or

    Open a web browser on your Orion 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.

  12. Log in with user name admin and leave the password field blank.

    For security purposes, SolarWinds recommends that you change the password to your admin account.

7. Install on Additional Web Server

If you have no other detected servers, you are done and should see a Complete message with a full report!

If you have an Additional Web Server, the final installation screen reminds you of those installations. For your additional polling engine and additional web server, SolarWinds recommends using the Scalability Engine Installer.

  1. Download the installer through the Orion Web Console. For the AWS installer, click Settings > All Settings > Web Console Settings. 

  2. Copy and run the installer to your AWS.
  3. Repeat installing on all additional web servers in your environment.

Almost done. See the next section for final steps.

Activate licenses

After you have finished installing EOC, you must activate licenses.

Activate licenses

Get the license key for your product from the Customer Portal. You might need multiple licenses: product, HA, and Additional Web Server.

  1. In the Customer Portal, select License Management.
  2. Select the product.
  3. Copy the license key.

Add and activate the license key in the Orion web Console:

  • Open the Orion Web Console in a web browser.
  • Click Settings > All Settings > License Manager.
  • Click Add/Upgrade License.
  • Enter the Activation Key and Registration Information, and click Activate.

To activate an offline license, see Activate licenses offline.

Install with High Availability

Interested in protecting your EOC Server with High Availability (HA)? You can follow those additional steps using the HA documentation. Using this information, you can activate the HA license, create pools of primary and secondary servers, set up your primary server, and use the Scalability Engine Installer to create the secondary, backup server.

For details, see the full HA documentation.

Troubleshooting

If you receive errors, try the following:

  • Check our Success Center for troubleshooting. We recommend searching the name of the product, the version number, any error codes or messages displayed, and the general issue you found.
  • Check your Customer Portal for any new hotfixes.
  • If you receive (500) internal server error after an upgrade, use the Orion permission checker to make sure your Group Policy is not locked. See this article for full details.

If you need additional help with an issue, contact Support. We recommend gathering diagnostics, a screenshot of the issue, and any error codes you receive. Attach and add this information to your ticket. You may also want to gather additional diagnostics on your additional web servers.

 

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