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SAM installation checklist

Updated June 8, 2018


Use the SolarWinds Orion Installer to install all SolarWinds Orion products, including SAM. Install both evaluation and production versions, and upgrade from the same installer. 


 If upgrading from an earlier version of SAM, see the SAM Upgrade Guide. If you need to migrate Orion products and install SAM on a new server due to requirements, migrate the Orion products first. See the SolarWinds Migration Guide for instructions.


Before installing, you can use this pre-installation checklist to:

  • Verify that system requirements are met, and
  • Gather the information required to complete the installation.


File:Success_Center/Reusable_content_-_InfoDev/SAM_Install_Guide/Reuse/0070-Install_SAM_evaluation/checkbox.gif Review release notes Review SAM release notes and available documentation in the Success Center.
File:Success_Center/Reusable_content_-_InfoDev/SAM_Install_Guide/Reuse/0070-Install_SAM_evaluation/checkbox.gif Review system requirements

Make sure your environment has all required hardware, software, and database requirements, per version-specific SAM system requirements: | 6.6 | 6.56.4 | 6.3 | previous

File:Success_Center/Reusable_content_-_InfoDev/SAM_Install_Guide/Reuse/0070-Install_SAM_evaluation/checkbox.gif Prepare product license

Review your current product licenses and determine if you need to make any changes. You can download updated license keys through the Customer Portal. To modify licenses, contact your SolarWinds account manager or SolarWinds.

File:Success_Center/Reusable_content_-_InfoDev/SAM_Install_Guide/Reuse/0070-Install_SAM_evaluation/checkbox.gif Gather credentials

Make sure you have all account credentials, SQL database credentials, SolarWinds credentials, 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.

File:Success_Center/Reusable_content_-_InfoDev/SAM_Install_Guide/Reuse/0070-Install_SAM_evaluation/checkbox.gif Schedule the installation Set up the maintenance window, preferably during off-peak hours. Depending on the number of products, size of databases, and size of environment, you may need hours to complete your installation.

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

File:Success_Center/Reusable_content_-_InfoDev/SAM_Install_Guide/Reuse/0070-Install_SAM_evaluation/checkbox.gif 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.

Prepare for the installation

As part of your preflight, prepare the SAM server or update the existing Orion environment:

File:Success_Center/Reusable_content_-_InfoDev/SAM_Install_Guide/Reuse/0070-Install_SAM_evaluation/checkbox.gif 1. Prepare the environment
  • For new server installations, build the servers based on your deployment size and system requirements, including the Orion SQL server and database.
  • For installation into an existing Orion Platform, verify that enough drive space is available. Products may require significant space for the downloaded ZIP files and the installation process.

If adding SolarWinds High Availability (HA) into your environment, review HA requirements and VIP address information. Prepare two matching servers for installation.

File:Success_Center/Reusable_content_-_InfoDev/SAM_Install_Guide/Reuse/0070-Install_SAM_evaluation/checkbox.gif 2. Run all Windows updates Before installation, check for and run all Microsoft Windows Updates on all servers. As Windows updates run, your system may reboot as needed by Windows. The installation cannot complete if your system is waiting to reboot.
File:Success_Center/Reusable_content_-_InfoDev/SAM_Install_Guide/Reuse/0070-Install_SAM_evaluation/checkbox.gif 3. Backup existing database

If installing SAM with an existing database, back up the database. If you need help, check your vendor's site for documentation and instructions.

If you have your database on a VM, create a snapshot or copy of your VM.

File:Success_Center/Reusable_content_-_InfoDev/SAM_Install_Guide/Reuse/0070-Install_SAM_evaluation/checkbox.gif 4. Open ports according to requirements

For your server ports and firewall, open ports according to the port requirements so the Orion Platform can send and receive data.

File:Success_Center/Reusable_content_-_InfoDev/SAM_Install_Guide/Reuse/0070-Install_SAM_evaluation/checkbox.gif 5. Check for antivirus software

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

Do not exclude executable files. SolarWinds assumes that C:\ is the default volume.


After installation, continue to the SAM Getting Started Guide and SAM Administrator Guide to learn more.

When installing SAM into a multiple product Orion environment, consider the following:

  • Install SAM on the Orion server with other products including NPM, NCM, NTA, and SRM.
    Installing products on the same server consolidates polling calls and traffic through polling methods, stores and tracks nodes in one system without cross-referencing, provides data for alerts and reports on one system, and manages all logic easily on one system.
  • Select the same Orion SQL database used by the current Orion Platform environment.
  • If you need to migrate Orion products and install SAM on a new server due to requirements, migrate the Orion products first. See the SolarWinds Migration Guide for instructions.
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