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Home > Success Center > User Device Tracker (UDT) > UDT legacy installation guide > UDT installation pre-flight checklist

UDT installation pre-flight checklist

Before installing, review the pre-installation checklist below and additional prep and gotcha information. 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 release notes Review UDT release notes and available documentation in the Success Center.
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Review system requirements

Make sure your environment has all of the required hardware, software, and database requirements for your UDT and Orion Platform installations. If you are installing into an existing Orion Platform, you may need to review the multi-module system requirements.

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Prepare 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.

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Gather credentials

Make sure you have all account credentials, SQL 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.

File:Success_Center/User_Device_Tracker_(UDT)/UDT_legacy_installation_guide/0050-UDT_installation_pre-flight_checklist/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/User_Device_Tracker_(UDT)/UDT_legacy_installation_guide/0050-UDT_installation_pre-flight_checklist/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 install

As part of your pre-flight, prepare the UDT server or upgrade the existing Orion environment:

File:Success_Center/User_Device_Tracker_(UDT)/UDT_legacy_installation_guide/0050-UDT_installation_pre-flight_checklist/checkbox.gif Prepare the environment

For stand-alone installations, prepare an Orion Platform.

For installations into an existing Orion Platform, you will install UDT directly onto the Orion server.

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

File:Success_Center/User_Device_Tracker_(UDT)/UDT_legacy_installation_guide/0050-UDT_installation_pre-flight_checklist/checkbox.gif 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.

File:Success_Center/User_Device_Tracker_(UDT)/UDT_legacy_installation_guide/0050-UDT_installation_pre-flight_checklist/checkbox.gif Backup existing database

If you are installing 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/User_Device_Tracker_(UDT)/UDT_legacy_installation_guide/0050-UDT_installation_pre-flight_checklist/checkbox.gif Open ports according to requirements For your server ports and firewall, open ports according to the port requirements. Orion uses these ports to send and receive data.
File:Success_Center/User_Device_Tracker_(UDT)/UDT_legacy_installation_guide/0050-UDT_installation_pre-flight_checklist/checkbox.gif 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.

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

Installation gotchas

Consider the following gotchas for installing UDT:

  • Always check for hotfixes for the Orion Platform and UDT for stand-alone and integrated installations. These hotfixes are available through the Customer Portal for download and install. Review the hotfix readme file in the download for instructions.
  • When installing into an existing Orion environment with High Availability enabled, you must disable High Availability before you can upgrade. You must have the same versions of SolarWinds products on your primary and secondary server before you can re-enable your HA pools.

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

  • Install UDT on the Orion server with other products including NPM, NCM, NTA, SAM, and SRM.
  • Installing products on the same server provides a single pane of glass for monitoring: 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.
  • Only use SQL Express for evaluation installations. SolarWinds recommends a Microsoft SQL database on a dedicated server.
 
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