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Why Upgrading Is So Important

Community Manager
TL;DR: I talk a lot about how upgrades have gotten better from a customer perspective. But the gist is you should upgrade because it’s free, there are fewer technical barriers, you get bug fixes, performance improvements, new features, and higher scalability. Go to your Customer Portal and get the new versions now.

For those who don’t know me, I was a customer for several years before working for SolarWinds. In that time, I probably upgraded my Orion Platform products between ten and twenty times. New releases would come out, I’d read through the release notes, plan the upgrade, prep for the upgrade, block eight to 12 hours during a change window, and then set to the work. I’m a fairly technical guy and loved the meticulous planning and execution of an upgrade. For me, an upgrade (of any system, not just the monitoring solution) was a personal test. You know what I didn’t like? Staring at progress bars.

That was then. Progress bars still exist, and I can tell you with near 100% certainty that they’re not going away. Why? Because they provide feedback during times when things look static. What I can promise is a SolarWinds goal is to get you to stare at them far less.

Let’s start this discussion with the first question I get asked most often.

SolarWinds Academy
Live and On-Demand Training Classes

SolarWinds Academy
Upgrade to Orion Products Version 2020.2

This live class will discuss performance improvements of version 2020.2 Orion Products and show you the resources available to plan for and perform your upgrade, followed by your questions.

Topics covered:
  • Installations
  • Upgrades
  • Migrations

2020.2 Orion Modern Dashboard Training

Starting with Orion Platform 2020.2, you can use a new, data-driven dashboard framework. This video demonstrates how to use the new dashboards.


Orion Maps Version 2020.2

Updates to Orion Maps 2020.2 include features to aid in the design and customization of a map. This video demonstrates the new and improved Canvas Toolbar and Properties Panel and how to build a map.


2020.2 Release Training for NPM, NTA, NCM, LA, VNQM, IPAM, & UDT

New Release training for 2020.2 Release Training for the following products:

  • Network Performance Monitor (NPM) 2020.2
  • Network Configuration Manager (NCM) 2020.2
  • NetFlow Traffic Analyzer (NTA) 2020.2
  • IP Address Manager (IPAM) 2020.2
  • User Device Tracker (UDT) 2020.2
  • VoIP & Network Quality Manager (VNQM) 2020.2
  • Log Analyzer (LA) 2020.2
  • Enterprise Operations Console (EOC) 2020.2

Why Bother?

Let me get this out of the way: upgrades are free while you’re on active maintenance. Access to upgrades and features are your right as our customer. You deserve the latest and greatest, so let’s talk about why you should plan an upgrade.

Let’s examine your current setup. Yes, your environment is probably working “just fine.” But “fine” is not “well.” Our goal is to have everyone have the best experience possible. You can read all the release notes and product blogs about the features added to the products (and I wholeheartedly encourage you to do so), but there are some other benefits.

For me, the most exciting improvements aren’t necessarily the features (although Azure Network monitoring is pretty cool). For me, it’s always been about improving the system’s overall performance and scalability. Long story short, page load times are down with each version and now a single Orion instance scales to 1 million elements.

Some Background on My Experiences

The organization where I came from had the Orion main polling engine, an Additional Polling Engine (APE) in our second data center, and two additional web (AWS) behind a load balancer. In that environment, we ran seven products: Network Performance Monitor (NPM), Server & Application Monitor (SAM), NetFlow Traffic Analyzer (NTA), Network Configuration Manager (NCM), IP Address Manager (IPAM), User Device Tracker (UDT), and VoIP & Network Quality Manager (VNQM).

My organization wasn’t alone in having an installation of this size. We benefited in having a monitoring installation of this size because the larger your monitoring footprint, the more details you have about your organization’s infrastructure and the systems with which your users interact. Basically, you’re better informed and can take data-driven actions.

Past Upgrades

Using multiple products will give you the best view of your IT landscape, but in “olden times” this meant you had to run an upgrade for each. What did this mean for us? Seven sets of downloaded bits, seven sets of release notes, seven worries about the order of operations, and (quite probably) multiple change windows. Oh, and it all had to be done for all three types of servers (main polling engine, additional polling engine, and additional web ). So, just the download of software bits was [7 products × 3 server types = 21 individual downloads], which were then distributed to the servers. And that was assuming I could do a direct upgrade. If we skipped a previous upgrade, then this just got even more complex.

Just for scale here—the “olden times” was 2016. If you did upgrades in those days, you know the pain of a large distributed upgrade. Any customer who had four products would be forced to run four upgrades (one for each product) and then wait for the database schema changes. If you had scalability engines (additional polling engines or additional web ), this just reinforced how non-ideal this upgrade scenario was. This led to customers putting off upgrades completely. As a former customer, I empathize. At SolarWinds, we had to do better, and we did.

Recent Upgrades

About three years ago, SolarWinds began to really take a hard look at how we handled upgrades to products on the Orion Platform. For simplicity, we summarized down to three major steps for an upgrade: compatibility checking, bits installation, and database schema updates. In September 2017, we released Network Performance Monitor 12.2 (which included Orion Platform 2017.3) and with it came with our first release of a unified Orion Installer.

Since those first steps, we’ve accelerated improvements to your upgrade experience. A major part was doing away with traditional software versioning numbers. If you follow along on the Upgrade Resource Center, you’ll see we made this change in November 2019. Honestly, it’s easier seeing “2019.4” and knowing your last major upgrade was in the fourth quarter of 2019. So, if you’re running that (as of today) your software version is roughly six months old. Easy, right?

Current Upgrades

With the NPM release in 2017, we started to really invest in a unified installer for the Orion Platform products. In the successive releases, our customers have seen dramatic improvements in the process. Each new revision offers a new improvement—a pre-flight check before upgrading, slipstreaming the bits to the main server, running the configuration wizard silently, running the installer on additional engines, running the configuration wizard on the additional engines—each of these have been added since the first release. Hopefully you agree—this is an impressive list considering it works for thirteen distinct products.

This made near-zero touch upgrades possible and if you’re interested, you can also investigate near-zero downtime upgrades. Neither of those would be possible without the improvements of the past few years.

Upgrade/Migrate/Both?

We get this question frequently enough to have a THWACKcamp session last year about it. But first, a tale from my past. When I was a customer, I was forced to both upgrade and migrate within the first year I ran Orion Platform products. We were so behind on our server images the default was using Windows Server 2003 and SQL Server 2005. It got to the point where upgrades alone weren’t going to fix the problem. We needed to do a migration. Thankfully, my Support people and I figured out a game plan. If you’re struggling your next steps moving forward, I encourage you to work with Support to devise a plan. If you know it needs to be done, but you can’t commit your own cycles to learning all the ins and outs, you can always leverage Smart Start Assisted Upgrade. In fact, I would have jumped at this offer in my previous role (where monitoring was just one of my many duties).

Planning Your Upgrade

Any upgrade takes good planning, and part of planning is getting your steps outlined. Depending on your environment, this can vary greatly. However, your goal should be to boil it down to a list of checkboxes. Let’s get started.

Read the Release Notes

Reading the Release Notes for the products sounds boring, but it’s an essential part of the process. Knowing about any “gotchas” is important. The one that tripped people up most recently was the upgrade to .NET Framework 4.8. This may read like a small thing but depending on the running software it may require an additional reboot. This is just one example of why reading the release notes is important to a good upgrade.

And it might be one of your favorite parts of an upgrade, like it is mine. I’m one of those people who really enjoys knowing the ins and outs of the systems I use, and it’s another way I can be as informed as possible.

Check Prerequisites

The .NET Framework is a prerequisite, but there are others—specifically regarding operating system and database versions. With the current release, SolarWinds added back support for Windows Server 2012 and SQL Server 2012. In addition, we’ve introduced official support for a number of SQL Express versions (with specific limitations). This was a conscience inclusion for customers bound by organizational requirements. If you want to move to a new version of Windows and SQL, the Orion Platform is also completely supported up to and including the 2019 versions, including the SQL Server 2017 and SQL Server 2019 releases for Linux.

If you don’t want to manage your own database server anymore (because maybe you don’t need “Accidental DBA” on your resume), then there’s also support for Amazon RDS and Microsoft Azure SQL DB databases. In fact, you could move your entire deployment to AWS or Azure, but that’s a topic for another post.

Capture a Diagnostic Before

When you’re ready to get your upgrade going, capture a diagnostic log before you start. This gives you a record of how your environment is operating before the upgrade. I like to do this on any scalability engine. If you have any problem, this is also a nice record of your system before the installation started.

Back Up Your Database(s)

If you’re the de facto DBA for the Orion Platform (read “Accidental DBA”), then you’ll want to make sure you get your backups in order. In my current lab, I’m running SolarWinds Backup for all the servers, including the SQL servers, so I manually kicked off another backup from the Backup Management web interface.

It’s probably obvious, but you should backup any and all databases you’re using as part of your Orion installation. Because I run all the Orion Platform products in my lab, my backup list includes the Orion database, the log database, and the NetFlow database.

One thing not explicitly stated is you should also test your database restores. You know how your backup solution is only as good as your last restore. @sqlrockstar has spoken to this many times, and gave pointers in Six Ways to Protect your Database Backups. You should review this, so you can prevent a “resume-generating event.”

Snapshot the Orion Servers

If your Orion instance is virtualized, then snapshot these servers just before the upgrade. This gives you a quick way to revert if things go sideways. Together with a good database backup/restore, you have a great fallback plan. Just please be aware a virtual machine snapshot is not the same as a backup. (Find link for snapshots != backups)

After the Upgrade

Once your upgrade is complete, then there should be a few other things you do. For me, the first thing is taking another diagnostic of all the Orion servers. This way, I have a before and after record of what’s happening.

The final thing you should do is remove any virtual machine snapshots if you created them. Keeping a snapshot is just wasted disk I/O as the hypervisor needs to deal with the delta disks. Save those IOPS for monitoring instead of unnecessary housekeeping.

My Favorite Feature

Most people probably don’t think about the MIB database too often, right? When I was a customer, we were always behind on our MIB database version. It was so much of a concern that back in 2014 (when I was still a customer) I wrote a SAM template to check the age of the MIB database.

Now, the platform itself will let you know if your MIB database is old. Just go to All Settings, scroll down to the Details area, and click on MIBs Management.

 

MIB_Upgrade.png

Yes, this isn’t as cool as scaling to one million elements (insert Doctor Evil finger to lip GIF here), monitoring Azure Network Gateways and site-to-site connections, improvements to Orion Maps, or the modern dashboards, but the MIB database feature addresses an extra maintenance step for all customers that’s no longer necessary.

When Good Upgrades Go Bad(ly)

I won’t lie—I’ve had an upgrade or two go sideways. I’ve tried in-place upgrades of things that have gone terribly wrong. I’m not talking specifically about SolarWinds software, I’m talking about any software. Even upgrading my home desktop occasionally went poorly.

If you have ever had an upgrade go bad, the best thing you can do is have a fallback plan. We recently spoke about ITIL principles with regards to change management in a SolarWinds Lab episode and it reminded me of why change management is a good thing. Whether your organization has a full change control board (CCB) or just a handful of stakeholders who want to be kept informed of the various goings on, documenting changes is key. That documentation can be pretty much anything as long as you have a record with a completely documented fallback plan.

Database backups and virtual machine snapshots are worth the time, every time. Just remember to remove the virtual machine snapshot when you are done. Leaving snapshots in play is just wasted I/O dealing with delta disks.

Summary

It’s anecdotal but let me give you my own personal numbers. Remember your mileage will most certainly vary. In the olden days (2017 and earlier), I could automate an Orion Platform install for all 13 products on one machine and get it to run cleanly in about four hours. This assumed I already had all the installers on the machine in question. In those days, I thought I was hot stuff.

This last round, I upgraded an existing system with all the Orion Platform products, under load, in an over-provisioned environment in 40 minutes. And 20 of those minutes were the download. Think what your future upgrades will be like now that there’s an option to pre-staging the software download.

Over the past several releases, SolarWinds has made it even easier to perform upgrades to products on the Orion Platform. So, when is your upgrade scheduled?

25 Comments
Level 9

An excellent post!

Glad I'm not the only one who finds upgrades exciting!

My favourite part was the bit about "(Find link for snapshots != backups)" 😉

 

 

Community Manager
Community Manager

Yeah - there were dozens if not hundreds of links.  Pick one.  Snapshots <> Backups

MVP
MVP

I hate to admit this .. and it won't happen again .. I have a pretty small environment - less than 2000 nodes!  I was so pleased with my previous deployment that I let it age.  I am so very familiar with the components .. I had my DBA throw up a new virtual database and I totally installed and configured all components in a couple of days.  It was so much fun ... a game for me!   I am proud to say that I running current on all products and will continue with the patches.  I did keep the old Virtualization Manager appliance running as I do love the dashboard ... I have the luxury of multiple monitors on the wall!  Thanks for the great information @KMSigma, I have added additional documentation to my Orion management procedures.  Very helpful information, as I fly solo and use a lot of common sense!  

Community Manager
Community Manager

I'm glad to help anyone make the most of their monitoring and some of that is just common sense (backup, check your restores), but some of it bears repeating.

@zennifer don't feel embarrassed - many people (myself included) put off upgrades for a myriad of reasons.  I've found that the easier something is to upgrade/patch (thinking of my phone here), the more readily I am to do it.  That's what we're trying to do with the Orion platform as much as possible.  We're not down to "one-click upgrades," but we're certainly moving in that direction.

MVP
MVP

I am not on the latest version per my post above!!!  .. heading that way ... I just hit the upgrade post for 2020 release!  I am all over it!!

Level 13

Having done hundreds of upgrades of SolarWinds software over the last 9ish years, I can certainly agree that planning is key and it is so <chef's kiss> now compared to even a couple years ago...heck even a year ago. I love seeing the improvements with every release!

Level 9

I love the new MIB database update feature just like @KMSigma!

Be sure to check out the 2020.2 release recordings where we walk through the features and demo several of them. These recordings are available on-demand on the customer portal. You can view the content and the calendar HERE but will need your portal credentials to view the recordings.

Also, this coming Friday and next Friday, we will have live webinar sessions for upgrading to 2020.2. You can sign up for those sessions on the customer portal. 

Just click on the link above and expand the category for your favorite Platform product. Here, you can view the release recordings, sign up for the upgrade webinar, or browse any of our instructor-led and on-demand training content for that product.

Happy Upgrading! 😊

MVP
MVP

Thanks for the additional info @cheryl1 - can't wait to upgrade!!!  

Level 20

I'm fighting with getting upgraded from w2k12 to 2016 for some servers.

Community Manager
Community Manager

@ecklerwr1  - I've certainly heard that story before.  But... you do realize that Windows 2019 is the new hotness?

Level 16
Great post! I definitely learned a few new tricks 🙂 On my most recent upgrade I ran into issues and had to call support. Worked with a great guy Leon (short name) and he provided a script that would uninstall SolarWinds completely from the server so you had a 'clean' server to work with. This allowed us to try several different things throughout the install without having to restore the server from backup between each attempt. Worked great! After a few tries we were able to get the upgrade completed. The script stated 'I might be eaten by an owl if I enter Y' when I ran it, but I survived 🙂 Why upgrade? New features of course!
Level 20

As a matter of fact @KMSigma we are just now getting Windows 2019 certified by IA.  It's a slower process for us that some... we have to wait until lots of stuff is gone over and tested before letting new MS technology take over the AD database and potentially break legacy systems.  It's always a balancing act but I'm with you... upgrading is good.  Also loving the new Dice set from the store!

Bill

Level 9

I would add, Practice, Practice, Practice. I've probably installed each major upgrade 3 or 4 times before I finally break production. That doesn't mean I haven't had those nights where I was restoring the database are 4 AM hoping like hell there won't be a problem reinstalling the previous version. 

Community Manager
Community Manager

@jmodjeski also 100% true.  One of the best things I ever got a previous company to do was build a development/staging environment.  Practicing the install, validating all the polling, troubleshooting any scripts/customizations was something we could do in a dev environment that we couldn't do easily in a production environment.

MVP
MVP

I Love my virtual environment - I clone both the SQL and Application servers (I am small) - then I roll on with the upgrade!  I wanted to upgrade to 2020.2 before the end of the month because I got some red check marks on the missionand wanted to be in the final drawing!  I will get'er done soon!  Why do I have to do what every one else wants before I can do what I want?   Ahhh.. the perpetual list "to do"

Level 10

@KMSigma Ah a development monitoring environment. The stuff that dreams are made of.....

Level 9

Oh Oh, I would not dare utter the word development or Worse Disaster Recovery.... I was able to twist some arms and convince those in charge that I needed more production resources. (for High Availability)  Just in case. All my systems are then allowed direct access to the Production environment at any time, Avoiding not having access from development. Or declaring a Disaster that spins up a whole list of problems that are best avoided. 

MVP
MVP

I upgraded today.  I found this upgrade to be the most efficient of all time!  I fixed my 2019.4 deployment thanks to the THWACK users quick response to my so very simple issues.  I had my DBA run a backup of the SQL database, I cloned the Virtualized Application server (I am so very fortunate to be able to run NCM, NTM, IPAM, VMAN, SAM on the same App server!).  

I started the SolarWinds WebEx Products in Practice- SysAdmin Success Series.  15 Minutes into the Web Ex,  I issued the Upgrade ALL, and noticed about 45 minutes later that the upgrade had completed!

After the WebEx ended, I assessed the upgrade.  During the assessment, I decided to integrate DPA into the Orion platform.    I must ask, why is this feature offered?  I need more out of this particular integration feature.  I would like a couple of things!! Allow the administrator to manage the NOC Views, where you have the ability to name a tab, offer the ability to add a different "page" to the Orion platform.  I have a killer NOC view running on 4X4 panel screen  (96"X 55") and wanted to add a DPA page to the view... NOT!

My only criticism on the upgrade itself has to do with the maps.  Something did not quite convert properly: the pin points on the map were fouled.   One  pin point was missing, when I flipped the view to NOC, none of the pin points show up. 

Other than the map issue, I am so very please with the upgrade and new features.  I am still exploring, but find my time with SolarWinds only makes my deployment get better and better.  To the whole community, I say a big Thank You!  To @KMSigma I appreciate all the information and encouragement you provide to the whole Community.

THWACK ROCKS!  

MVP
MVP

One more slight criticism ...  my NOC mode stays up just fine, but my session on my desktop times out and requires me to sign back in .. oh my,  I think I need to adjust a setting!

I am so amazed at this upgrade!  Unbelievably simple, and no real issues!  I have fixed the map, and I am sure that in the next 5 minuets, I will find the console timeout setting!

WOW!

Level 10

Finally got my upgrade completed today. One bump in the road, namely that we had trialed Log Analyzer and the license expired. The installer wouldn't let me deactivate the license or bypass the product within the installer. It did provide a handy link to renew if I wanted to, though. I had to deactivate the license manually.

After that, as someone who remembers the olden days of long and painful upgrades, this one was smooth as silk. I used the console upgrade dialog for the first time and the process completed without a hitch. I certainly was very pleased with the process, and am also digging some of the new features. Great job SolarWinds!!!

Level 10

I did the upgrade and started moving my maps from Atlas to Orion Maps. The maps look nice. Then I tried to turn them over to the application developer to tweak what he wanted, and the maps are not visible to him. Evidently, nobody but me will have rights to do anything to those maps that I created, including see that they exist, let alone do the modifications that they need to do. Any idea when that might be fixed? It is a huge problem. No, this cannot be a "feature", because it keeps us from being able to use Orion Maps.

Product Manager
Product Manager

@fakeusername - This is something that may change in the future but should not be any sort of blocker now. You have the ability to share a map with any user you wish. Use the button or the URL to share the map. If that user is planning on updating or making edits, they should certainly be able to do so. Once they make any changes they deem appropriate, the user can then perform a "Save As". The map would need to be saved with a different name, after which, you as the admin, would have the ability to delete the old map and edit the new map version x, and  of course add that to any dashboard you deem necessary.  

Level 10

@jblankjblank Do I need to be logged in as "admin" or just be using a userid that is an admin? It is not clear how I would see the user's maps to copy them over if I can only see mine and he can only see his.

If I make that user an admin then can he see and modify my maps?

Thanks!

 

Product Manager
Product Manager

@fakeusername The account you are accessing the console with needs to have Admin rights. If you are an Admin, you will have additional filter options on the left hand side. (Screenshot below is for Version 2020.2+) for 2019.4 - there is a toggle in the upper right hand corner.

jblankjblank_0-1599179444626.png

If you make any user an admin, they will have access to this list of owners, and can select the owners map they wish to view. You can click Edit directly from that screen.

jblankjblank_1-1599179568267.png

When editing, you will notice the Save is grayed out. If you click the More Menu, there will be an option to Save As...

Of course the easiest way is if one of your users created a map, they can pull up view mode - click the Share button - and send it over via email or IM. 

You can then use the More Button to Edit and Save As as described above. 

If you are building a Dashboard - add an Orion Map Widget, and then use the Toggle to see ALL Maps - search and find the map you are after, then add it to the widget. 

jblankjblank_2-1599179882578.png

 

 

 

Level 10

@jblankjblank- Thanks for the detailed explanation. Ironically, I was doing account clean up on Monday and removed their Admin access, then I started working on Orion Maps. In the words of the great Homer Simpson, "D'oh!".

Edit: I'm still going to have problems, because making them Admins allows them to create userids and change passwords. That is against the rules of our Security Compliance Auditors, so I cannot give them that access for their normal accounts anymore. We are divided between normal and Admin accounts in AD, like fflintstone and fflintstone-admin. You use the account needed at the time. I use my admin account for everything I do in Orion. The developers have traditionally used their normal accounts. If they need to use their admin account they have to get permission at the time from their manager, like one time use, so they mostly don't do it. I am going to have to figure out something if they need to be Admins to work on the maps I created.