Server & Application Monitor

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1 GETTING STARTED GUIDE Server & Application Monitor Version 6.5 Last Updated: Thursday, December 14, 2017 Retrieve the latest version from:

2 Table of Contents SolarWinds Server & Application Monitor Getting Started Guide 7 Product terminology 8 Navigate your environment 9 Explore your SolarWinds SAM environment 10 Management actions for nodes, applications, and components 12 Introduction to the AppStack environment 13 User accounts 17 How user accounts work 17 Create a user 18 Enable Windows Authentication with Active Directory 19 Authenticate users through MSAPI 19 Change account passwords 20 Get connected 21 Access the Customer Portal 21 Create your user profile 21 Explore the Customer Portal 22 Set up additional Customer Portal user accounts 23 Engage with the SolarWinds community 23 Create a THWACK account 23 Explore the THWACK site 24 Discover 25 What should I monitor? 25 Discovery checklist 25 Discover your servers and applications 27 Add discovered servers and applications to SolarWinds SAM 31 page 2

3 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Add a single node for monitoring 34 Advanced discovery 37 Configure Cloud Infrastructure Monitoring 39 Monitor 43 The relationship between applications and templates 43 Monitor Internet Information Services (IIS) 44 Add AppInsight for IIS to a node 45 View IIS application data 46 Navigate to the AppInsight for IIS details view 46 Navigate to the website details view 47 Navigate to the application pools view 47 Navigate to the performance counter details view 48 Expert knowledge for AppInsight performance counters 48 Monitor your Operating System 48 Before you begin 49 Apply a template to a node 50 View the application data 51 Configure hardware health monitoring 52 Monitor hardware health 53 Monitor cloud instances with SAM 55 Plan to scale monitoring 57 Investigate application performance with Performance Analysis 58 Alerts and reports 63 How alerts work 63 Manage and use alerts 65 List preconfigured, enabled alerts 65 Enable and disable alerts 66 Action types 66 page 3

4 Configure the default action 67 Manage active alerts 69 Create a custom alert 71 How reports work 74 Run a preconfigured report 76 Enable Asset Inventory data collection 77 Generate the report 78 Schedule a report 79 Create a SAM custom report 79 Create a custom property to identify nodes running IIS 79 Create the IIS application server issue rollup report 81 Templates 88 Create a template for an application 88 Create a template to monitor file size 88 Apply the template to a node 90 Import and export templates in SAM 90 Export a template 91 Import a template 92 Share application monitor templates on thwack 93 Export a template 93 Import a template 94 Thresholds 96 How thresholds work 96 Edit a global threshold 96 Edit a local node threshold 97 Edit a local component monitor threshold 99 Edit an application template threshold 102 Properties and groups 103 page 4

5 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Why use custom properties? 103 Customization checklist 104 Tips 105 Add custom properties to nodes 105 Create groups 107 Custom views 110 How custom views work 110 Customize views 110 Create a view and add resources, or widgets 111 Create a view 111 Add resources, or widgets 112 Edit a resource 114 Change resource name and number of displayed objects 114 Sort objects in resources 114 Filter objects displayed in a resource 115 Edit a view 115 Add subviews using Enable Navigation 116 Limit objects on the view 117 Create a custom table resource 118 Customize menu bars 119 Add your logo 122 Reduce alerting noise 124 Complex trigger conditions 124 How condition blocks are evaluated 124 Aggregate alerts 125 Alerts with multi-element triggers 125 Use instance names 127 Use duration in the alert trigger 127 page 5

6 The 'Do Not Alert' alert 128 Send alerts to specific contacts 130 Alerts with device-specific thresholds 131 Single alert when multiple devices go down 131 Use groups 132 Define object dependencies 132 Event correlation alerts (Y after X) 134 Agents 136 How agents work 136 Agent resource consumption 138 Agent settings 139 Agent communication modes 139 Server-initiated communication 139 Agent-initiated communication 140 Deploy an agent with the Add Node wizard 140 page 6

7 SolarWinds Server & Application Monitor Getting Started Guide Welcome to the SolarWinds Server & Application Monitor (SAM) Getting Started guide. This guide walks you through the best features and options to get visibility into hardware health, asset inventory and operating and application performance and further customize your monitoring with SAM. Get started. Plan your implementation, set up SolarWinds SAM, and collect data about your environment. Understand the SAM environment, user accounts, and access Discover applications, servers, cloud instances/vms, and devices Monitor applications, hardware health, assets, cloud instances/vms, and more Use Performance Analysis (PerfStack) to identify issues before customers call the help desk Prepare alerts and reports Customize. Tailor SolarWinds SAM to your internal processes so you can more effectively respond to performance issues.. Create templates for custom applications Create and assign custom properties to nodes Create dependencies between applications and supporting infrastructure Create custom pages Create dashboard views and adjust user permissions Create custom alerts and reports Existing customers: Follow recommendations in this guide to ensure your system capabilities are appropriate and your environment is sized correctly. Minimum system requirements used during evaluation are not sufficient for a production environment. Access your licensed software from the SolarWinds Customer Portal. If you need any implementation help, contact Customer Support. Read Working with Support to learn how to open a support case with the correct level of visibility. Evaluators: If you are evaluating SolarWinds SAM, concentrate on the Get Started and Customize objectives described earlier. As you work through the guide, you will see some topics that provide information for production deployments. That information is included to provide a sense of what a production environment looks like. Download a free 30-day evaluation here. For assistance during evaluation, contact sales@solarwinds.com. page 7

8 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Product terminology Orion Platform: The common backend platform used by the Solarwinds Orion suite of products, including NPM, SAM, NCM, NTA, and more. The Orion Platform is the backbone for navigation, settings, and common features like alerts and reports. It also provides a consistent look-and-feel across products, giving you a "single pane of glass" for your Orion monitoring tools. Orion Web Console: The web interface you see when you log into the Orion Web Console that is used to view, configure, and manage all of your monitored objects. Orion Application Server: A Microsoft Windows server that hosts the Orion Web Console and collects data from monitored objects. Also called the Orion Main Poller or Main Polling Engine. Orion Database Server: A Windows SQL server that is hosted on a dedicated server in a production environment, separate from the Orion Application Server. It stores Orion configuration data plus collected performance and syslog data. Polling Engine (Poller): A Polling Engine controls polling job scheduling, data processing, and queries your monitored devices for performance metrics like CPU, memory, and up/down status. Additional Polling Engines can be licensed to provide additional scalability and capacity. By default, the Orion Server provides one Polling Engine (often referred to as the Main Poller). page 8

9 Navigate your environment SolarWinds SAM includes many resources and views you can use to manage and troubleshoot an environment. A resource is a building block that displays on a view as a box and provides information about different aspects of monitoring, usually in a chart or table. Some resources are intended for use on summary views, some are suitable for detail views, and some can be useful on both view types. The following figure shows several resources in a single summary view, including a resource with gauges that displays statistics for multiple compontents: Some resources and views are not visible by default and can be added by editing settings. Continue to the following pages to learn more about SolarWinds SAM: Explore your SolarWinds SAM environment Introduction to the AppStack environment page 9

10 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Explore your SolarWinds SAM environment Most resources in the SolarWinds SAM environment are actionable. For example, drilling down to and clicking an individual node in the All Nodes resource on the Summary page takes you to the Node Details page. The Node Details page contains resources that provide information about this node. The following example shows the Management resource, which is one of many resources available on the Node Details page. Clicking Manage Nodes in the All Nodes resource opens the Manage Nodes page where you can take action on multiple nodes. page 10

11 Use the All Applications resource on the Summary page to drill down to individual applications and component monitors of an application. The Application Details page provides details about the individual application and actions you can perform on that application. This allows you to manage templates and applications to node assignments, or "unmanage" (that is, stop managing) multiple applications at one time. Clicking Manage Applications in the All Applications resource takes you to the Manage Applications page where you can troubleshoot and resolve issues on multiple applications. Expand an application name to show all component monitors associated with that application. Click a component monitor to access the Component Monitor details page to view detailed information and perform additional actions. page 11

12 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Management actions for nodes, applications, and components The Orion Platform provides many options to manage nodes, applications, and components, similar to how Windows Task Manager works. OPTION Edit Node List Resources Unmanage Poll Now FUNCTION Edit the properties of a node and the polling method used. Display resources that indicate what is being monitored. Suspend polling and collecting statistics for a set period of time. Reschedules a job to run immediately. If the job scheduler is at capacity, the job may not execute immediately, but it will execute before the next scheduled poll cycle. page 12

13 OPTION Rediscover Add New Alert Real-Time Process Explorer Service Control Manager Real-time Event Log Viewer Reboot FUNCTION Update node data such as machine type, system name, or location. Create a new alert for a node. Stop, start, and select processes to monitor. Stop, start, and restart services. Display a list of system events and start monitoring events. Restart the remote computer. These controls are available on the Details page of the node, application, or component in the Management resource. Introduction to the AppStack environment SolarWinds SAM provides an Application Stack (AppStack) with an interactive visual map that displays a detailed view of your environment, helping to identify the root cause of performance and availability issues. Use AppStack to assess the overall health of your environment and to troubleshoot specific and related problems. AppStack provides a more thorough analysis of root cause problems in your environment when combined with Storage Resource Manager, Virtualization Manager, and Web Performance Monitor. An AppStack view is also available at the application layer that only shows the relationships for that application. This view is called the Mini-Stack. page 13

14 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 1. Click My Dashboards > Environment. The AppStack environment generates categories that show the status of objects in your IT environment. Objects on the left are the highest priority. 2. Click an object to highlight related objects and gray out unrelated objects. page 14

15 3. Click Spotlight to remove unrelated objects. page 15

16 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 4. To investigate further, click the selected object. The selected object opens to the relevant Details page. page 16

17 User accounts This section provides information on working with user accounts: How user accounts work Create a user Enable Windows Authentication with Active Directory Change account passwords How user accounts work Check out this video on account permissions and limitations. User accounts consist of three types of permissions: Basic account permissions View assignments Application specific settings Before you begin, consider what tasks the user must perform, and what views and menu bars are most suitable. Users created using default settings can log in to the Orion Web Console and see information available in views, resources, and reports. For administration and customization tasks, users need extra rights. TASK Add and edit user accounts and reset passwords. ACCESS (SELECT YES FOR THIS OPTION OR DO AS INSTRUCTED) Allow Administrator Rights SolarWinds recommends that you do not allow users to change their own Orion Web Console account passwords. Add, edit, and delete nodes. Enable/disable monitoring elements. Add, edit, schedule, and delete reports. Allow Node Management Rights Allow Account to Unmanage Objects Allow Report Management Rights page 17

18 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR TASK Add, edit, and delete alerts. ACCESS (SELECT YES FOR THIS OPTION OR DO AS INSTRUCTED) Allow Alert Management Rights To only allow some actions, keep No in Allow Alert Management rights and Allow items in the Alerts section as appropriate. SolarWinds does not recommend enabling Alert Management Rights when a user account is set to expire. When the account expires, any alert the account created will behave erratically. Customize views. Access only a set of devices (type, location, department, and so on). Allow Account to Customize Views Click Add Limitation and define the limitation. If you create a new account and do not configure the SAM User Role, you will not be able to fully manage applications within SAM. Create a user Check out this video on creating users. 1. Log in to the Orion Web Console, and click Settings > All Settings. 2. Click Manage Accounts in the User Accounts grouping, and click Add New Account on the Individual Accounts tab. page 18

19 3. Select Orion individual account, and click Next. 4. Provide the account credentials, and click Next. 5. On Define Settings, provide rights so that the user can perform assigned tasks, select default views and menu bars, and then click Submit. Enable Windows Authentication with Active Directory The Orion Web Console can authenticate Active Directory users and users who are members of Active Directory security groups by using MSAPI or LDAP. By default, Windows individual or group accounts use MSAPI to authenticate accounts. You can only use one authentication protocol at a time. All Windows accounts are authenticated through MSAPI or LDAP, depending on which one is enabled. SolarWinds offers a free analyzer tool for Active Directory that provides instantaneous visibility into effective permissions and access rights. The tool provides a complete hierarchical view of the effective permissions access rights for a specific file folder (NTSF) or share drive. Download it for free from here: directory/. Authenticate users through MSAPI 1. Enable the Orion Web Console to use automatic Windows Authentication. a. Start the Configuration Wizard in the SolarWinds Orion > Configuration and Auto-Discovery program folder. b. Select Website, and click Next. c. Provide the appropriate IP Address, Port, and Website Root Directory, and select Yes - Enable Automatic Login Using Windows Authentication. d. Click Next, and complete the Configuration Wizard. 2. Log in to the Orion Web Console using the appropriate domain and user, providing Domain\User name or Username@Domain as the User Name. 3. Run the Configuration Wizard and enable Windows authentication. 4. Login to the Orion Web Console, and navigate to Settings > All Settings. In Web Console Settings, select Enable automatic login in the Windows Account Login drop-down. page 19

20 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Change account passwords When you log in to the Orion Web Console for the first time, SolarWinds recommends that you change the password for the Admin account. Only users with administrator rights can change the password. 1. Log in to the Orion Web Console, and click Settings > All Settings. 2. Click Manage Accounts in the User Accounts grouping. 3. Select a user, and click Change Password. 4. Enter and confirm the new password, and click Change Password. page 20

21 Get connected This section contains information on accessing the SolarWinds Customer Portal and engaging with THWACK, the SolarWinds community of IT pros: Access the Customer Portal Set up additional Customer Portal user accounts Engage with the SolarWinds community Access the Customer Portal The SolarWinds Customer Portal provides access to license and maintenance information, support cases, and product downloads, as well as live and instructor-led virtual classroom training. Create your user profile To create a user profile, you must know the SolarWinds customer ID (SWID) issued to your company. If you are a SolarWinds customer but do not have a SWID, contact SolarWinds Customer Support. Users with multiple SWIDs require only one user profile. Your user profile can be linked to multiple SWIDs. 1. Go to customerportal.solarwinds.com. 2. Click the Register tab. 3. Enter your organization's SWID and your address. If you have multiple SWIDs, enter any SWID to create your profile. Later, use the User Profile menu to link the other SWIDs to your profile. The account administrator will review the request, and you will receive an when it is approved. For more information about creating an account, see this FAQ page. page 21

22 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Explore the Customer Portal Manage licenses and access license keys. Download purchased products. Open a new support case and monitor existing cases. Download free trials of integrated products. Sign up for training. page 22

23 Set up additional Customer Portal user accounts If you are an account administrator for the SolarWinds Customer Portal, you can add additional user accounts and define each user's access level. Set up additional accounts to allow other users to view information in the portal, create a support case, access information about existing support cases, or sign up for training. For more information about user account types and permissions, see this FAQ page. 1. Log in to the SolarWinds Customer Portal using an account with Account Administrator level access. 2. In the user account drop-down menu in the upper-right corner, click Company Account Settings. 3. Click the Add User button. 4. Enter the user's address. 5. Specify the user's access level and click Create. Account Administrator: can access all areas of the Customer Portal. Can also add and remove users, edit user profile information, and assign roles and contact types to users. Standard Access: can access all areas of the Customer Portal. No Access: cannot access the Customer Portal, but is listed as a contact on the account. The system sends a user profile creation to the user. The user account is listed as Pending in the Admin portal until the user activates their account through the user profile creation . Engage with the SolarWinds community Use the SolarWinds THWACK community website to learn more about SolarWinds products, participate in discussions, and get help resolving issues. Create a THWACK account You can read content on THWACK without an account. However, having an account allows you to take full advantage of the site by submitting feature requests, liking or following posts, and contributing content. When you create a THWACK account, SolarWinds will not send you unsolicited s or add you to marketing lists. 1. Go to thwack.solarwinds.com. 2. Click Register in the top right. 3. Enter the required information and accept the license agreement. 4. Click Create Account. After you create a THWACK account, you will be asked if you want to link your THWACK account with your Customer Portal account. If you link the accounts, you will see more relevant content and messages in the Customer Portal. page 23

24 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Explore the THWACK site After you create an account, complete the onboarding mission to begin exploring THWACK. Participating in the THWACK community earns points, which you can use to purchase items in the THWACK store. As a member of the THWACK community, you can: Participate in community discussions and get answers to your questions. In the product forums, you can post questions and view responses to other users' questions. Advice, resolutions, and troubleshooting tips are provided by community members and by SolarWinds employees. Extend product capabilities with custom templates, reports, and scripts. The THWACK product forums include thousands of downloadable templates, reports, and scripts you can use to customize or extend your SolarWinds products. This content is contributed by SolarWinds employees and by other community members. View product roadmaps, which list the features currently being developed for future product releases. Be notified of User Experience sessions where you can share your experiences, and help make SolarWinds products better. Influence the direction of a product by submitting feature requests and voting for other users' feature requests. Read blogs about SolarWinds products and about general IT topics. page 24

25 Discover This section contains the following discovery topics: What should I monitor? Discover your servers and applications Add discovered servers and applications to SolarWinds SAM Add a single node for monitoring Advanced discovery Configure Cloud Infrastructure Monitoring What should I monitor? Discovery is a term used to describe the process SolarWinds Orion uses to identify network elements. During discovery, SolarWinds Orion scans the network for application server and application that you can you can add to the SolarWinds Orion database for monitoring. SolarWinds SAM can monitor an application, or it can be configured to monitor a custom collection of application components, process monitors, and performance counters. Depending on your needs, SolarWinds can assess the status of every aspect of your application, and the health of the application as a whole. SAM also monitors AWS cloud environments for your EC2 cloud instances and EBS cloud volumes. With access to your cloud services account, Cloud Infrastructure Monitoring polls the cloud service APIs for cloud metrics and status. This data aggregates and displays through the Orion Web Console to monitor, manage, and troubleshoot issues in your cloud environment. SolarWinds recommends adding a limited number of applications and servers to begin monitoring and gauging performance, including Exchange, IIS, SQL, Linux, and Unix. After you have the monitoring, alerts, and reports set up, continue adding more applications and servers to further expand your infrastructure monitoring. Discovery checklist When you run the Discovery Wizard, you will be asked to provide IP addresses and credentials for the devices you want to monitor. SolarWinds recommends that you gather this information before running the Discovery Wizard. Determine the devices to monitor. Determine the protocol used to monitor your devices agent or agentless (SNMP or WMI). Monitoring with Orion agents page 25

26 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR An agent is software that provides a communication channel between the Orion server and a Windows or Linux computer. Products install plugins on agents to collect the data that the agents send back. Orion agents include Windows and Linux. For requirements and information, see Monitoring with Orion agents in SAM. Monitoring with SNMP If you are monitoring devices using SNMP, you must enable SNMP on those devices because it is not enabled by default. SNMP is primarily used to monitor network devices, for example, routers, firewalls, and switches. To enable SNMP, consult the device vendor documentation. When configuring your SNMP-enabled network devices for monitoring: For correct device identification, monitored devices must allow access to the SysObjectID. Unix-based devices should use the version of Net-SNMP (5.5 or later) that is specific to the Unix-based operating system in use. If SNMPv2c is enabled on a device you want to monitor, by default, SolarWinds SAM attempts to use SNMPv2c to poll the device for performance information. To poll using only SNMPv1, you must disable SNMPv2c on the polled device. SolarWinds SAM can monitor VMware ESX and ESXi Servers versions 4.0 and later. VMware Tools is not required on virtual machines running on monitored ESXi and ESX servers, but additional information, including IP addresses, are made available when VMware Tools is installed on virtual machines hosted by monitored ESXi and ESX Servers. Monitoring with WMI If you are monitoring Windows servers, use WMI, which is usually enabled on Windows devices by default. WMI is the preferred polling method because some SolarWinds SAM features are not available if you use SNMP. Agentless monitoring using WMI is not recommended when the poller and the device are separated by a firewall. To overcome this limitation, SolarWinds provides an optional agent that allows you to securely monitor Windows servers and applications by WMI. If you want to use SNMP for Windows, then you must install and configure an SNMP agent. For additional information, see WMI vs. SNMP polling on the SolarWinds Customer Success Center. IP ranges or individual IP addresses you want the system to scan as it discovers your network. SNMP v1/2c community strings and SNMP v3 community strings and credentials of the devices you want to monitor. Log in credentials for each monitored device. VMware host credentials. The system requires read-only permissions. Windows credentials: domain or local admin. page 26

27 For cloud monitoring, AWS IAM user account (up to 10) and Account Access Key ID and Secret Access Key for access. The AWS IAM user account should include the following permissions required for cloud infrastructure monitoring: ec2:describeinstances ec2:describeaddresses ec2:describevolumes ec2:describevolumestatus cloudwatch:getmetricstatistics autoscaling:describeautoscalinginstances For additional management actions, add the following permissions to the AWS IAM user account: ec2:startinstances ec2:stopinstances ec2:rebootinstances ec2:terminateinstances For details on setting up permissions and AWS cloud accounts, see Learn more about Amazon EC2 credentials for cloud monitoring. Discover your servers and applications Check out this video on discovering your servers and applications. Discovery is a term used to describe the process SolarWinds Orion uses to identify application servers and applications. Before you begin: Ensure that you determine what to monitor. Enable Windows devices for WMI. For information on enabling WMI, search Enable the networking devices you want to monitor for SNMP. The first time you run discovery, SolarWinds recommends adding a limited number of application servers, including Exchange, IIS, SQL, Linux, and Unix. The examples in this guide focus on monitoring IIS and the operating system of your application server, but the same steps are applicable to monitoring any application. page 27

28 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR After discovery, if the status of a node is Unknown, you may need to check a few settings in SolarWinds SAM. See Troubleshoot Unknown Nodes for more information. 1. If the Discovery Wizard does not start automatically after configuration, click Settings > Network Discovery. 2. Click Add New Discovery, and then click Start. page 28

29 3. On the Network panel, if this is your first discovery, add a limited number of IP addresses. As you scale your implementation, you can use the following scanning options. Option IP Ranges Subnets IP Addresses Active Directory Description Use this option when you want Orion to scan one or more IP ranges. If you have many IP ranges to scan, consider adding multiple discovery jobs rather than including all ranges in a single job. Use this option to scan every IP address in a subnet. SolarWinds recommends scanning at most a /23 subnet (512 addresses max). Scanning a subnet returns everything that responds to ping, so we recommend only scanning subnets where the majority of devices are objects you want to monitor. Use this option for a limited number of IP addresses that do not fall in a range. Since a network discovery job can take a long time to complete, SolarWinds recommends using this option when you are first starting out. Use this option to scan an Active Directory Domain Controller. Using Active Directory for discovery is particularly useful for adding large subnets because Orion can use the devices specified in Active Directory instead of scanning every IP address. 4. The Agents panel appears. The QoE agent monitors packet-level traffic. If there are any nodes using agents, select the Check all existing nodes. This setting ensures that any agents you deploy, including the one on your Orion server, are up-todate. If there are no nodes using agents, you can leave this option unchecked. page 29

30 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 5. On the Virtualization panel, to discover VMware vcenter or ESX hosts on your network, enter the credentials, and click Next. 6. On the SNMP panel, to monitor an SNMP-enabled device, enter the credentials, and click Next. 7. On the Windows panel, to discover WMI or RPC-enabled Windows devices, click Add New Credential and provide the required information. SolarWinds recommends that you monitor Windows devices with WMI instead of SNMP. 8. On the Monitoring Settings panel, SolarWinds recommends manually setting up monitoring the first time you run discovery. This allows you to review the list of discovered objects and select the ones you want to monitor. When you scale monitoring, you can configure discovery to automatically start monitoring objects it finds. page 30

31 9. On the Discovery Settings panel, click Next. 10. Accept the default frequency and run the discovery immediately. Discovery can take anywhere from a few minutes to a few hours, depending on the number of application servers the system discovers. Add discovered servers and applications to SolarWinds SAM After the Network Sonar Wizard discovers your network, the Network Sonar Results Wizard opens, allowing you to import network elements into SolarWinds SAM. Discovered elements do not count against your license count; only elements that you import into the Orion database count against your license. When you manually run discovery, the system automatically selects all network elements to be monitored. You must clear the check boxes for elements you do not want monitored. This example highlights Windows devices with IIS. Before you begin, ensure that you Discover your servers and applications. If you are discovering your network for the first time, SolarWinds recommends that you monitor a small number of critical servers. page 31

32 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 1. Make sure that only the device types you want to monitor are selected, and click Next. After discovery, if the status of a node is Unknown, you may need to check a few settings in SolarWinds NPM. See Troubleshoot Unknown Nodes for more information. 2. Ensure the interfaces you want to monitor are selected, and click Next. SolarWinds recommends that you do not monitor WAN, QoS, multi-port, and virtual NIC interfaces. SolarWinds SAM only discovers interfaces on WMI nodes. page 32

33 3. Ensure the volume types you want to monitor are selected, and click Next. SolarWinds recommends that you do not monitor compact disks and removable disks. 4. Select the applications to monitor, and click Next. In this example, Microsoft IIS is selected and will be configured for monitoring in a later topic. page 33

34 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 5. Review the list of elements to be imported, and click Import. 6. On the Results tab, click Finish. 7. Click My Dashboards > SAM Summary. The SAM Summary view resources may take a few minutes to populate with data. Add a single node for monitoring As an alternative to using the Network Sonar Discovery wizard, you can add individual nodes for monitoring. Adding a single node offers more detail in monitoring and is the recommended approach when you have a node with high latency. Do not include nodes with high latency in a discovery job. As you add a single node for monitoring, you can: Select the statistics and resources to monitor. Identify how often the node status, monitored statistics, or topology details are updated. Add custom properties. Edit alert thresholds. page 34

35 To add a single node for monitoring: 1. Log in to the Orion Web Console as an administrator. 2. Click Settings > Manage Nodes, and then click Add a Node. 3. Specify the node, and click Next. a. Provide the host name or IP address. b. Select the polling method, and provide credentials. page 35

36 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 4. Select the statistics and resources to monitor on the node, and click Next. 5. Review and adjust the device properties. a. To edit the SNMP settings, change the values, and click Test. b. To edit how often the node status, monitored statistics, or topology details are updated, change the values in the Polling area. For critical nodes, you may need to poll status information or collect statistics more frequently than the default polling intervals. Change the polling intervals if polling the nodes takes too long. c. Enter values for custom properties for the node. The Custom Properties area will be empty if you have not defined any custom properties for the monitored nodes. See "Add custom properties to nodes" in the SolarWinds Getting Started Guide - Customize. d. To adjust when the status of the node changes to Warning or Critical, edit alerting thresholds for the metric. Select the Override box and set thresholds specific for the node. 6. Click OK, Add Node. The node will be monitored according to the options you set. page 36

37 Advanced discovery Check out this video on managing discovery jobs and performance. At this point you have completed an initial discovery. Now you can add discoveries to include other segments of your IT environment. Discovery jobs do not impact polling. Polling is prioritized first. Multiple jobs. SolarWinds recommends building as many discovery jobs as needed to scan your network. Initially, run the jobs immediately so you can see everything on your network, and then schedule the jobs to run periodically. Dividing the discovery into multiple jobs makes it easier to be selective about what to monitor, and decreases the amount of time each job runs. When you have a large environment, consider dividing discovery jobs by: Credentials - the more credentials you have, the longer it takes for the discovery job to complete. Place the most common credentials at the top of the list. IP address range - use a range that consists of fewer than 2,000 IP addresses. In a range, unresponsive IP addresses slow down discovery. Latency - run discoveries for remote offices separately so that you can adjust the timeout threshold. Polling engine - if you have multiple polling engines, configure a discovery for a specific polling engine. Discovery ranges. Although you can discover specific nodes, SolarWinds recommends using a range of IP addresses or subnets for a more complete picture of your network. None of the discovered elements count toward your license total or affect system performance until you begin monitoring. You can add multiple IP ranges or subnets to the same scan, but you cannot include IP ranges and subnets in the same scan. page 37

38 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Discovery thresholds. If you run a discovery and nodes you expect to see are not found, you may need to adjust the timeout and retry thresholds. In an environment with high latency, the default values may not be high enough. Only adjust these values after an initial scan. The higher the threshold value, the longer the discovery job takes to complete. Polling engine. If you have multiple polling engines, you will see an option to select a polling engine. The polling engine you select runs the discovery job and monitors your network. SolarWinds recommends that you limit a poller to 12,000 elements, so be careful not to overload one polling engine. If you have a large environment with significant differences in latency, position the polling engine close to the monitored objects. Schedule intervals. Schedule your discovery jobs to run periodically to identify new devices that were added to your network. Unless you work in a dynamic environment where new devices are frequently added to your network, SolarWinds recommends scheduling discovery daily. You can also select Advanced from the Frequency drop-down menu to create a custom frequency. The schedule interval you choose depends on how often you want to scan for changes to the network and the size and performance of your deployment. page 38

39 Scheduled results. A manual, scheduled discovery only finds network elements, but does not automatically start monitoring. You must select what you want the system to monitor. If the scheduled job locates nodes that you do not want to monitor, select those nodes and click Add to Ignore List. Ignoring hides elements from the results list the next time the discovery job runs. Scheduled discovery profiles should not use IP address ranges that include nodes using DHCP. Configure Cloud Infrastructure Monitoring Unlike application and server discovery jobs, adding cloud instances and volumes to monitor requires configuring Cloud Infrastructure Monitoring and selecting instances. Cloud Infrastructure Monitoring provides visibility into your Amazon Web Services (AWS) and Microsoft Azure cloud infrastructure including cloud EC2 instances and attached EBS volumes. This feature completes the Orion tools you need to monitor and administer hybrid environments. With access to your cloud services account, Cloud Infrastructure Monitoring polls the cloud service APIs for cloud metrics and status. This data aggregates and displays through the Orion Web Console to monitor, manage, and troubleshoot issues in your cloud environment. Want to learn more? See the SAM Administrator Guide. AWS monitoring requires the following account information: Amazon Web Services (AWS) IAM user accounts (up to 10 accounts) Assigned permissions for your AWS accounts AWS Access Key ID and Secret Address Key page 39

40 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR To create an AWS account, see the Amazon documentation. To set up required permissions for AWS IAM accounts, see the Learn more about Amazon EC2 credentials for cloud monitoring. 1. On the Orion Web Console, select My Dashboards > Cloud. 2. Locate the Getting Started: Monitor Cloud Instances and click Monitor My Cloud Instances. A page displays with a walk-through of steps. page 40

41 3. Click Get Started. A page displays to add an AWS account and configure cloud settings. 4. Enter a name to display in the Orion Web Console for the account. 5. Enter the AWS Access Key ID and Secret Address Key located in the AWS console. 6. Optionally, enter a description to help identify the account. Use this description to keep track of the IAM user accounts added. The Orion display name and AWS account name can differ. 7. Click Test Connection to verify the access keys to AWS. If issues occur, check the access keys and IAM user account in the AWS console. 8. Click Next. A page opens to select instances for monitoring accessed with the AWS account IDs and Amazon APIs. page 41

42 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 9. Select instances and click Monitor to enable monitoring. Filter the list of instances to select and monitor cloud instances. All metrics poll using Amazon API calls, including CloudWatch. All monitored metrics count against the 1 million free requests provided by Amazon. Any requests beyond 1 million will incur additional costs. Other tools in your environment making CloudWatch API calls also count against your free requests limit. 10. Click Save. The cloud instance displays in the cloud instance and infrastructure resources in the Cloud Summary page. You can manage the cloud instance as a node, assign templates, and monitor metrics in SAM. page 42

43 Monitor This section includes instructions on how to configure monitoring: The relationship between applications and templates Monitor Internet Information Services (IIS) Monitor your Operating System Configure hardware health monitoring Monitor hardware health Monitor cloud instances with SAM Plan to scale monitoring Investigate application performance with Performance Analysis The relationship between applications and templates Check out this video on application templates. In SolarWinds SAM, an application is a collection of component monitors inherited from a template. A component monitor queries for values returned by a process, counter, status, or script. SolarWinds SAM uses the data received to display vital statistics concerning the health of the system. Templates provide blueprints for the applications to be monitored. You can customize templates, and use only the component monitors you need to monitor a specific environment. SolarWinds SAM provides the following types of templates: AppInsight application templates are preconfigured templates that provide detailed information. If you have business-critical Exchange, Microsoft IIS, or Microsoft SQL instances, use the AppInsight templates to monitor these applications. These templates have their own mechanism of discovering elements of an application dynamically. They also have special licensing. If you have other business-critical applications, apply one of the many preconfigured application templates that ship with SolarWinds SAM. SolarWinds recommends deploying a single template, making necessary edits to customize it to your environment, and then deploying the edited template on all similar applications. You can also obtain a template from the thwack community for an application not shipped with SAM. If you have a custom, homegrown application that you need to monitor, you can build a custom template. The following illustration explains the template and application relationship. If you make a change at the template level, the applications based on that template will be affected. Conversely, if you make a change at the application level, only the individual application will be affected. page 43

44 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR This inheritance relationship is beneficial if you need to make a lot of changes. For example, rather than making one change to 100 applications (and therefore 100 changes), you can change one item that will affect all 100 applications based on that template. Monitor Internet Information Services (IIS) SolarWinds SAM includes AppInsight Applications that provide a level of detail beyond what other templates can provide, allowing you to monitor virtually every aspect of your application. The AppInsight for IIS application provides: Control over web sites and application pools Separate, detailed metrics on each website or pool, instead of just a summary level Monitoring log space usage on each website individually, ASP.NET requests monitoring SSL expiration monitoring If the system did not scan for AppInsight for IIS during discovery, you can add it to monitored servers running IIS. This example shows how to apply the AppInsight for IIS application template to a Windows node. page 44

45 Add AppInsight for IIS to a node 1. From the web console, navigate to the Node Details page of any WMI node running IIS. You must know which nodes are running IIS. 2. From the Management resource, click List Resources. 3. Select Microsoft IIS to enable AppInsight for IIS data collection, then click Submit. List resources shows all monitorable features of a node. page 45

46 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 4. Click the All Applications resource to verify the addition by clicking the Applications. 5. Enter your IIS credentials when prompted, and click Configure Server. For troubleshooting information, see Troubleshooting AppInsight for IIS. View IIS application data SolarWinds SAM displays IIS data in views. The type of view determines the level of detail. For example, the AppInsight for IIS details view provides a rollup of information about that IIS server, including statistics about all the sites on the server, application pools, and connections. Navigate to the AppInsight for IIS details view 1. From the web console, locate the All Applications resource by clicking My Dashboards > Home. 2. Expand the AppInsight for IIS tree by clicking >. 3. Click an IIS application to view. From the Applnsight for IIS details view you can view the status and details for Sites, Applications Pools, and Performance Counters by clicking elements in each of these resources. page 46

47 Navigate to the website details view From the AppInsight for IIS details view, click a website in the Sites resource. The Sites resource shows every site hosted by that server. Navigate to the application pools view From the AppInsight for IIS details view, click an application pool in the Application Pool resource. The Application Pool resource show the memory and CPU usage of each site on the server. page 47

48 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Navigate to the performance counter details view From the AppInsight for IIS details view, click a performance counter in any resource. For example, click ASP.NET > Requests Rejected. Expert knowledge for AppInsight performance counters General information is provided for a selected counter, in addition to possible problems and troubleshooting steps, where applicable. Find expert knowledge on the performance counter details page. AppInsight for IIS can help you monitor and troubleshoot IIS. However, a software monitoring solution cannot detect failed hardware issues, such as insufficient RAM or a failed cooling fan. To detect hardware issues, you also need to enable hardware health monitoring. Monitor your Operating System SolarWinds SAM provides a number of out-of-the-box application templates that you can use to monitor business-critical applications. You can assign these templates as-is to nodes, or create copies to modify settings or add and modify component monitors. page 48

49 SolarWinds recommends deploying a single template, making necessary edits to customize it to your environment, and then deploying the edited template on all similar applications. To find and add additional templates, import templates shared by other users through THWACK. SAM provides import options for THWACKexports and directly from files. The following example shows how to apply the Windows Server template to monitor a Windows 2012 OS. The Windows Server template monitors the following components: Service: Distributed Transaction Coordinator Service: Security Accounts Manager Service: Remote Registry Total Available Memory (MB) Page File Usage Disk Queue Length Virtual Memory % Processor Time Service: Server Service: Plug and Play Pages per second Logical Disk: Average Disk Queue Length Physical Disk: Average Disk Queue Length Before you begin Ensure you have both WMI access and Windows Administrator credentials on the server you want to monitor. Windows Performance Counters use Remote Procedure Call (RPC) for communication which uses TCP port 445. If testing fails once the template has been assigned to a node, you can use the WMI protocol. page 49

50 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Apply a template to a node 1. From the Web Console, click Settings > All Settings > SAM Settings. 2. Under Application Monitor Templates, click Manage Templates. 3. Locate the template and click Assign to Node. 4. Select the Windows nodes you want to monitor for the operating system on the left pane, click the green arrow to move it to the right pane, and click Next. page 50

51 5. Choose the credentials, and click Assign Application Monitors. 6. On the Finish panel, click Done. It will take several minutes for the initial poll to complete and resources to display data. View the application data Click My Dashboards > SAM Summary to view the All Applications resource. The All Applications resource is an excellent method for at-a-glance monitoring with hover-over information and icons status to provide a quick overview of data. When software has been ruled out as the problem, check the hardware health. page 51

52 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Configure hardware health monitoring SolarWinds SAM monitors hardware health information such as fan, power supply, memory, CPU, and so on, on the following types of hardware: VMware hosts HP ProLiant Dell PowerEdge IBM X-Series HP C7000 and HP C3000 BladeSystems Dell M1000e Blade Enclosure For SolarWinds SAM to monitor hardware health information, the Hardware Monitoring Agent, provided by the software manufacturer, must be installed, configured, and enabled on each system. Once enabled server-side, you must either: Run a discovery so that SolarWinds SAM can detect that the Hardware Monitoring Agent has been enabled. SolarWinds recommends this approach if you have multiple nodes where the Hardware Monitoring Agent has been enabled, or if you are not already monitoring those nodes. Go to the Node Details page, select List Resources, then check the Hardware Health option. To configure hardware health monitoring: 1. On the Web Console, click My Dashboards > Home. 2. In the All Nodes resource, click the node you want to monitor. 3. On the Management resource, click List Resources. page 52

53 4. Select Hardware Health Sensors, and click Submit. Monitor hardware health SolarWinds SAM monitors hardware health information such as fan, power supply, memory, CPU, and so on, on the following types of hardware: VMware hosts HP ProLiant Dell PowerEdge IBM X-Series HP C7000 and HP C3000 BladeSystems Dell M1000e Blade Enclosure For SolarWinds SAM to monitor hardware health: The Hardware Monitoring Agent, provided by the software manufacturer, must be installed, configured, and enabled on each system. You complete the steps outlined in Configure hardware health monitoring page 53

54 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR You may need to log in with an administrator account to perform this action. 1. On the Web Console, click My Dashboards > Home, and then locate the Hardware Health Overview resource. 2. To view a status, click its label. 3. Click the node you want to review. 4. Review the Current Hardware Health resource. Sensors listed as Critical should be investigated. page 54

55 Monitor cloud instances with SAM Cloud Infrastructure Monitoring provides visibility into your Amazon Web Services (AWS) and Microsoft Azure cloud infrastructure including cloud instances and attached volumes. This feature completes the Orion tools you need to monitor and administer hybrid environments. Migrating your on-premise systems to the cloud gives you growing opportunities to distribute workloads, deliver applications, and expand resources for growing databases. Despite the ease of standing up cloud instances manually or through automation, your infrastructure can become difficult to map with lost resources or hidden instances in the sprawling environment. When the Orion Platform polls the cloud service APIs for cloud metrics and status. This data aggregates and displays through the Orion Web Console to monitor, manage, and troubleshoot issues in your cloud environment: Discover your EC2 cloud instances and EBS volumes in your cloud infrastructure Automatically discover and monitor new instances when launched from your cloud account Provide a consolidated view for cloud, hybrid, and on-premise systems Configure cloud alerts for cloud issues including AWS throttling, AWS exceeded limits, Orion cloud and global thresholds exceeded, polling issues, and health status Manage global cloud monitoring threshold settings to indicate warning and critical thresholds Poll for application and OS metrics on cloud instances using application monitors and templates For example, add a series of EC2 cloud instances from your AWS account for the east coast. Select My Dashboards > Cloud to review overall AWS infrastructure data and cloud details. Use the Cloud Instances Status Summary and Cloud Server Infrastructure resources to review status and health at-a-glance. To quickly review cloud status, metrics, and node management for a cloud instance, hover over any cloud instance name in the Orion Web Console. The tooltip provides quick information for the cloud service and status. page 55

56 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR When managed as a node, the tooltip provides enhanced data. Any cloud instances encountering issues display in the following resources with linked instances and nodes to investigate: Active Cloud Alerts lists all active alerts affecting monitoring and managed cloud instances. Cloud Applications with Problems lists all applications with issues on cloud instances managed as nodes in SAM. Select a cloud instance to view the Cloud Instance Details page. This page displays for monitored nodes, or as a Cloud tab in a cloud instance managed as a node. Any exceeded thresholds show in warning and critical values, charts and graphs with hover over points to compare all collected data, and linked alerts. The following resources provide important data for determining issues and tracking performance and usage trends: Active Alerts lists all active alerts affecting the cloud instance. Min/Max/Average of Average CPU load displays average CPU load collected and calculated for the cloud instance. page 56

57 Min/Max/Average of Network Utilization provides a chart of the minimum, maximum, and average bits per second transmitted and received over a cloud instance for a custom period of time. Plan to scale monitoring You installed and configured your Orion product, discovered part of your IT environment, and have monitoring statistics displayed in Orion Web Console views. As you continue the deployment, consider the following questions: Are there any gaps in your monitoring coverage? Is there an essential device whose failure could affect your environment? Are there less important devices or applications that you want to monitor? Are there other groups or locations that you might want to monitor? As you deploy monitoring across your environment, you can: Add discoveries to include other segments of your IT environment. Add individual nodes for monitoring. This is the recommended approach when you have a node with high latency. page 57

58 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Investigate application performance with Performance Analysis With complex networks consisting of cloud, hybrid IT, virtualization, storage area networks, and so on, multi-faceted IT issues can be difficult to pinpoint and diagnose. When an issue surfaces, for example a badly performing application or server, the investigation can take significant time to locate the core issue. The problem could be in storage, network connectivity, user access, or a mix of resources and configurations. To investigate the issue, create troubleshooting projects with the Performance Analysis (PerfStack ) dashboard that visually correlate historical and real-time data from multiple SolarWinds products and entity types in a single view. With Performance Analysis dashboards, you can do the following: Compare and analyze multiple metric types in a single view, including status, events, and statistics. Compare and analyze metrics for multiple entities in a single view, including, nodes, interfaces, volumes, applications, and more. Correlate data from across the Orion Platform on a single, shared time line. Visualize hybrid data for on-premises, cloud, and everything in between. Share a troubleshooting project with your teams and experts to review historical data for an issue. For SAM, the possibilities are endless for application analysis and hybrid environments: Visually walk through historical data for applications in your environment Verify resource allocation issues in hybrid environments for a specific application Correlate application data from templates, component monitors, hardware health, and more into a single view Want to learn more? See the SAM Administrator Guide. The following example shows you how to identify a root cause for a Windows Server 2012 application performance issue. In this scenario, the application performance has degraded to the point where users encounter slower responses and access. As you review the Windows Server template dashboard, you find triggered alerts. These alerts notified your application owner, who escalated the issue to system and network administrators. Rather than digging into the alerts and multiple Node Details pages to troubleshoot the issue, create a new troubleshooting project to investigate the issue. 1. In the Orion Web Console, select My Dashboards > Home > Performance Analysis. This opens the Performance Analysis, or PerfStack, dashboard to build charts and graphs using metrics pulled from monitored applications and servers in the Metric Palette. Each chart can hold multiple metrics to directly correlate data. page 58

59 2. In the New Analysis Project, click Add Entities. Entities include all monitored and managed servers, applications, devices, services, and more in the Orion Platform. 3. Select Entities and click Add selected items. To get started, you need to locate and add the Windows 2012 application in distress. In the search field, enter Windows to get a list of all monitored nodes, component monitors, and more with Windows in the name or type. Expand and select Types or Status to filter the list. From the list, we find the application monitor watching Windows Server Services and Counters. Select and add to the dashboard Metric Palette. Interested in all associated nodes, applications, servers, and more to this selected node? Click the related entities icon. All related entities display in the Metric Palette providing more options for metrics possibly causing issues. page 59

60 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 4. Select the Windows 2012 node to view and select metrics to drag and drop onto the dashboard. You can drag them into the same chart to compare values between metrics. To start investigating, pull a series of metrics for the IOPS throughput for the server. For this scenario, add the following metrics to investigate latency and connectivity: Logical Disk Average: Disk Queuing Average IOPS Read Maximum IOPS Write Maximum IOPS Read Average IOPS Write IO Latency Write IO Latency Read IOPS Total page 60

61 The charts and graphs display with data and alerts for the Last 12 hours of metrics. 5. Add more metrics from the virtual and storage layers to investigate and confirm any bandwidth spikes. For example, add metrics for the IO latency from the virtual and storage layers to locate issues: IO Latency Write IO Latency Read IOPS Total Throughput Total Analyzing the data, the issue looks to be a noisy neighbor. Basically, another server, service, or application is consuming higher bandwidth, disk I/O, CPU, and other resources causing issues for this specific application. This information gives your network and system administrators a direction for further investigation and resolving latency issues. To resolve, they can reallocate resources or move the high-consumption application to another location. page 61

62 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 6. Click Save and give the project a name. The project saves as a dashboard with the selected metrics in the set date and time range. When saved, the URL becomes a sharable link. Copy and share the link to the saved dashboard in tickets or s sent by the system and network administrators and the product owner. They can access the link to review the gathered data and troubleshoot. After reallocating resources and making network changes, reopen the dashboard to verify changes and new usage trends for polled metrics. page 62

63 Alerts and reports This section includes information on working with preconfigured alerts and reports: How alerts work Manage and use alerts How reports work Run a preconfigured report Create a custom alert Create a SAM custom report How alerts work An alert is notification that there is a problem with a monitored element. Orion comes with hundreds of predefined alerts for common problems such as a node or application going down, SSL certificate expiration, website failures, and many other problems. Many predefined alerts are enabled by default, so if there are problems, you are alerted as soon as you Discover your servers and applications and Add discovered servers and applications to SolarWinds SAM. SolarWinds recommends that you identify who will receive warning or critical alerts. Alerting on an application: SolarWinds SAM provides many preconfigured application alerts that notify you if the status of an application has changed (for example: up, down, or unknown) based on whether a component monitor has reached a warning or critical threshold. One alert can notify you about a warning, critical, down, or unknown state for the application. Alerting on a component: If you create an alert for each component monitor in your application template, you will receive one alert for each component that exceeds a threshold. Alerting on a component monitor can be beneficial if you have custom scripts where you must be notified if the output of the script crosses a specific threshold. page 63

64 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR By default, alerts appear in the Active Alerts resource on the Orion Home page. To see all alerts, you can click the All Active Alerts button in the Active Alerts resource, or you can click Alerts & Activity > Alerts. On this page, you can: Acknowledge an alert that you are working on Click on any alert to go to the Alert Details page for more information Click Manage Alerts to enable/disable, add or edit any alert. You can create your own alerts, either by duplicating and editing a predefined alert, or by creating a custom alert. Alerting is very powerful and can be complex, with multiple trigger conditions, reset conditions, and actions. page 64

65 Manage and use alerts SAM includes out-of-the-box alerts with preconfigured triggers, actions, and settings to automatically start monitoring and triggering against events. These alerts provide immediate notifications through the Orion Web Console as SAM monitors applications, servers, and other nodes. These alerts allow you to configure additional options for actions including sending an with event and alert information and resetting manually or automatically according to specific settings. You can also create copies of preconfigured alerts to customize and add triggers, conditions, actions, and more. List preconfigured, enabled alerts SolarWinds SAM ships with 21 preconfigured, enabled alerts, and a number of disabled alerts that you can enable and make operational as needed. To see the list of preconfigured, enabled alerts: 1. Click Alerts & Activity > Alerts 2. Click Manage Alerts. 3. In the Group by field, select Enabled. 4. In the Type field, sort by Out-of-the-box. page 65

66 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 5. Review the list of preconfigured, enabled alerts. Enable and disable alerts To enable or disable alerts, on the Manage Alerts page, click On or Off in the Enabled column. Action types You can configure an alert to trigger one or more actions, such as: Send an Send a page Manage a virtual machine (for example, power on/off) Log the alert to send a file A complete list of alert actions is available on the Add Action dialog box that you see when you configure an alert. page 66

67 Configure the default action A common alert action is to send an . To send an , Orion requires a designated SMTP server that you configure. 1. Click Settings > All Settings, and in the Alerts & Reports section, click Configure Default Send Action. 2. In the Default Recipients section, enter recipient addresses, separated by a semicolon. 3. Under the Default Sender Details heading, provide the default Name of Sender and the default Reply Address. page 67

68 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 4. Under the Default SMTP Server section: a. Provide the Host name or IP Address of the SMTP Server and the designated SMTP Port Number. For example, , port 25. b. If you want to use SSL encryption for your alert s, select Use SSL. Selecting SSL automatically changes the SMTP port number to 465. c. If your SMTP server requires authentication, select This SMTP Server requires Authentication, and then provide the credentials. d. Click Use as Default. page 68

69 Manage active alerts When an alert triggers, any associated alert actions also trigger, and the alert appears on the All Active Alerts page and in the SAM Summary Page. Through the Orion Web Console, you can view the details of alert, the monitored element that triggered the alert, and take action. 1. To view the alert details, click the alert. The Active Alert Details page appears. page 69

70 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 2. To view the details of the network object that triggered the alert, click an object. The details page of the selected object appears. page 70

71 3. To acknowledge an alert: a. Click Acknowledge. b. Enter a note and click Acknowledge. When acknowledged, the alert will not trigger again. Create a custom alert Alerts give you the ability to trigger actions and notifications according to monitored events and metrics. In this example, an alert is configured to trigger and send an to an IIS Administrator when an IIS application goes into a warning or critical state. 1. On the Web Console, click Settings > All Settings > Manage Alerts. 2. Select an alert, and click Duplicate & Edit. page 71

72 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 3. On the Properties panel, enter a name and any other properties, and click Next. In this example, a group of IIS administrators is identified as the responsible team. 4. On the Trigger Conditions panel, select an object to alert on, and then complete the trigger condition fields. In this example, the first trigger condition tests for node status (Down), the second and third conditions test for application thresholds, and the fourth condition specifies the applications to alert on (indicated by 5 Objects). 5. On the Trigger Actions panel, click Add Action. page 72

73 6. Select send an /Page, and click Configure Action. page 73

74 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 7. Modify the alert to the IIS administrators. This is an example of creating a custom alert, as opposed to using a predefined default alert that comes with SolarWinds SAM. You can define additional alerts that can be customized to specific users or groups. 8. You can optionally add and configure an action to log the event to the NetPerfMon event log. 9. Enter the required information for each action, click Next, then continue through the wizard. 10. Edit the Reset Actions to send an to the default recipients, then click Next. 11. Continue through the wizard, review the Summary, then click Submit. The Manage Alerts page indicates the alert was created successfully. How reports work Reports provide a bridge between detailed views (which provide point-in-time information) and alerts (which tell you there is a problem). Reports can contain detailed, current state information, or they can contain historical data. page 74

75 You can run an ad-hoc report, or schedule reports to be sent to you automatically, as a PDF, a web page, or . For example, use a schedule when you want to receive the Asset Inventory report every Monday morning. SolarWinds recommends that you identify who needs to receive performance or status reports, and how often they should receive them. Reports populate when: You Discover your servers and applications and Add discovered servers and applications to SolarWinds SAM. There is enough data to include in the report. Depending on the polling interval and data type, some reports do not populate immediately. For example, it takes two weeks for baseline reports to populate. SolarWinds provides predefined reports for each Orion module. Click Reports > All Reports to see the available predefined reports. page 75

76 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR On the All Reports page, click a report to view it. You can create your own custom reports by either editing an existing report or creating a report from scratch. Reports can combine any number or type of Orion resources, including charts, tables, and gauges. You can customize the size of the report, the layout, and add a logo and a footer. Run a preconfigured report This example shows how to run and schedule the Asset Inventory preconfigured report. The Asset Inventory dashboard allows you to maintain a current and detailed inventory of your environment's hardware and software. Automatic inventory data collection benefits those interested in tracking asset depreciation, gathering information for insurance purposes, or managing and maintaining your infrastructure. page 76

77 Enable Asset Inventory data collection You must enable Asset Inventory data collection before you generate the Hardware Asset Inventory report. 1. On the Web Console, click Settings > Manage Node. 2. Click Add Node. 3. On the Choose Resource panel, click Asset Inventory. page 77

78 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Generate the report The following example illustrates how to generate an asset inventory report. 1. On the Web Console, click Reports > All Reports. 2. Locate the report, and click the report title. The system generates the report. page 78

79 Schedule a report 1. On the Web Console, click Reports > All Reports. 2. Click Manage Reports. 3. On the Report Manager tab, select a report, then click Schedule Report > Create New Schedule. 4. Configure the properties, frequency, and actions as needed in the wizard. 5. When completed, review the summary, and click Create Schedule. Create a SAM custom report You can combine any Orion Web Console resource or chart into a report. In this example, a custom report for IIS servers is created by modifying a predefined report, then adding a few more resources for a complete picture of your IIS servers. To create this custom report, you will first need to create a custom property to identify nodes running IIS. This report provides information about: IIS servers with disks approaching 100% Capacity for all disk volumes from the last seven days The percentage of disk space used for all disk volumes from the last seven days IIS instances with problems Availability of IIS Nodes Nodes with problems Create a custom property to identify nodes running IIS 1. On the Web Console, click Settings > All Settings > Manage Custom Properties. 2. Click Add Custom Properties. 3. On the Select Object panel, select Nodes, and click Next. 4. On the Choose Properties panel, in the Property Name field, enter Type. 5. In the Format field, select Text. page 79

80 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 6. Select Restrict values, and in the Value 1 field, enter IIS. You can enter more values to identify other server types. This example uses just the IIS server type. 7. For Usage, select everything except Asset Inventory, and click Next. 8. On the Assign Values panel, click Select Nodes. 9. Select the nodes to which you want to assign the property, and click Add. page 80

81 10. In the list of Selected Nodes, click Select All, then click Select Nodes. 11. Select IIS from the drop down menu, and click Submit. Create the IIS application server issue rollup report 1. On the Web Console, click Reports > All Reports > Manage Reports, and locate Disks Approaching 100% Capacity - This Month. page 81

82 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 2. Select the report, and click Duplicate & Edit. 3. Enter the report name, for example, IIS Application Server Issue Rollup. 4. For the resource in the first default row, click Edit Chart, rename the chart to IIS Servers with Disks Approaching 100% Capacity, and click Submit. 5. In the From field, select Last 7 Days. 6. Click Edit. 7. Click the plus sign (+), and click Add Simple Condition. 8. Click Select Field, and then locate and select Node > Nodes Custom Properties > Type. page 82

83 9. Click Add Column. 10. Select IIS from the drop-down menu, ensuring the query reads Type is equal to IIS. 11. Add another simple condition, and locate and select Percent Used under Volume Current Statistics. 12. Click Add Column. page 83

84 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 13. Select the is greater than operator and enter 70. The query should read: Percent used is greater than Click Add to Layout. 15. For the resource in the second default row, in the From field, select Last 7 Days. page 84

85 16. Click Add Content. 17. In the Group By field, select Classic category. 18. Select SAM Application Summary Report, and click Applications with Problems. 19. Click Select and Continue. 20. On the Layout Builder panel, click Edit Resource, and in the Title field, enter IIS Instance with Problems. 21. Add the following SWQL filter: Application.Name='Microsoft IIS' 22. Click Submit. 23. Click Add Content > Classic Category > Summary Reports > Availability of Each Node. page 85

86 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 24. Click Select and Continue. 25. Click Edit Resource, and in the Select a Time Period field, select Last 7 Days. 26. In the Filter Nodes (SQL) field, enter: type='iis'. 27. Click Submit. page 86

87 When complete, your report should look similar to the following: page 87

88 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Templates This section guides you in creating and sharing templates: Create a template for an application Share application monitor templates on thwack Create a template for an application SolarWinds SAM provides pre-built templates that allow you to monitor over 200 applications. You can use the pre-built templates as is, you can modify them, or you can create a template. Creating a template allows you to monitor uncommon components or applications that are not included in the pre-built application templates provided with SolarWinds SAM. You have two options for creating templates: Create a new template and add component monitors as needed Create a copy of an existing template The following example shows how to create and assign a template that contains the file size component monitor. You can add as many component monitors to a template as you need. Create a template to monitor file size 1. On the Web Console, click Settings > All Settings. 2. In the Product specific settings group, click SAM Settings. 3. Click Create a New Template, and enter a name. 4. Click Add Component Monitors > Manually add Component Monitors. page 88

89 5. Select the File Size Monitor component, and click Add. 6. Enter the path and the file to monitor. 7. Enter warning and critical threshold values, and click Submit. page 89

90 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Apply the template to a node 1. On the Web Console, click Settings > All Settings. 2. In the Product specific settings group, click SAM Settings. 3. Click Manage Templates, select the template, and click Assign to Node. 4. Select the node from the left pane, click the green arrow to move it to the right pane, and click Next. 5. Choose the credentials, click Assign Application Monitor, and click Done. Import and export templates in SAM SAM integrates with the SolarWinds community site THWACK to support sharing templates with other SAM customers. The SAM Template Manager allows you to export and import templates. page 90

91 You can export custom templates you create for applications and custom scripts THWACK to help other customers. Exporting templates creates an XML file with an.apm-template extension and adds the template to a repository accessed by SAM. SAM automatically connects with THWACK to list all available templates for import. You need a THWACK account to download and install the template into SAM. Export a template Templates can take about 5 minutes to export to THWACK. If exporting multiple templates, give SAM time to complete the export. 1. On the Web Console, click Settings > All Settings > SAM Settings, and click Manage Templates. 2. Browse or select for a template in the list. 3. Click Import Export > Export to THWACK. 4. Enter your THWACK account credentials when prompted. If you need an account, click Create Account and follow the steps. A message displays with the template exporting to THWACK. The template packages into an XML file with an extension.apm-template. page 91

92 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Import a template 1. On the Web Console, click Settings > All Settings > SAM Settings, and click Manage Templates. 2. Click the Shared Templates on THWACK tab. A page opens and populates with available templates from THWACK. 3. Search or browse the templates. Select a template file and click Import. To view information per template from the authors, click the link for content exchange area on THWACK. 4. Enter your THWACK account credentials when prompted. If you need an account, click Create Account and follow the steps. page 92

93 5. The template imports into the Orion Web Console. In the dialog box, click View Imported Templates. A list displays of all imported templates. If you import a template with the same name as one of your existing templates, the name of the imported template is modified by appending (n) to the name, where n is an integer. Share application monitor templates on thwack If you create a template that you think might be useful to other SolarWinds users, you can share it with the THWACK community. SAM integrates import and export options directly with the SolarWinds community site THWACKto support sharing templates with other SAM customers. Want points? Uploading a template to THWACK awards 50 points with an additional five points are awarded every time you download a template. You need a THWACK account to export and import templates into SAM. To share a template, create a user account at thwack.com. You may need to check your internal corporate policy on sharing company information publicly before posting to THWACK. Export a template You can export custom templates you create for applications and custom scripts THWACK to help other customers. Exporting templates creates an XML file with an.apm-template extension and adds the template to a repository accessed by SAM. Templates can take about 5 minutes to export to THWACK. If exporting multiple templates, give SAM time to complete the export. 1. On the Web Console, click Settings > All Settings > SAM Settings, and click Manage Templates. 2. Browse or select for a template in the list. 3. Click Import Export > Export to THWACK. page 93

94 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 4. Enter your THWACK account credentials when prompted. If you need an account, click Create Account and follow the steps. A message displays with the template exporting to THWACK. The template packages into an XML file with an extension.apm-template. Import a template SAM automatically connects with THWACK to list all available templates for import. Browse and review the descriptions of available templates to find exactly the ones you need for your monitored applications. 1. On the Web Console, click Settings > All Settings > SAM Settings, and click Manage Templates. 2. Click the Shared Templates on THWACK tab. A page opens and populates with available templates from THWACK. page 94

95 3. Search or browse the templates. Select a template file and click Import. To view information per template from the authors, click the link for content exchange area on THWACK. 4. Enter your THWACK account credentials when prompted. If you need an account, click Create Account and follow the steps. 5. The template imports into the Orion Web Console. In the dialog box, click View Imported Templates. A list displays of all imported templates. If you import a template with the same name as one of your existing templates, the name of the imported template is modified by appending (n) to the name, where n is an integer. page 95

96 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Thresholds This section provides guidelines for editing thresholds: How thresholds work Edit a global threshold Edit a local node threshold Edit a local component monitor threshold Edit an application template threshold How thresholds work Alerts are triggered when a monitored value exceeds a threshold. Orion comes with predefined static thresholds for most statistics, but you can override these thresholds and customize them on a per-object basis. Orion provides two threshold levels: critical and warning. A value that crosses a warning threshold appears yellow, and a critical threshold appears red. If you want to change the predefined value for a threshold, you can add a static threshold or let the system calculate a dynamic baseline threshold. Static threshold. a constant value that you set for your threshold. For example, the warning threshold for response time might be 500 ms, and the critical value might be 1000 ms. You should be familiar with the performance of that object to know what a reasonable value for a static threshold is. Dynamic baseline threshold. data for a statistic are collected for a week, and then used to calculate mean and standard deviation. The warning and critical threshold values are defined as 2 and 3 standard deviations above the mean, respectively. For example, if the mean value for packet loss for a specific node is 0%, the warning threshold for packet loss would be 3% (+2 standard deviations) and the critical threshold would be 4% (+3 standard deviations). Dynamic baseline thresholds are the most accurate way to define thresholds for a specific device. Baselines are calculated once, after data has been collected for a week. You can recalculate baselines on demand. Edit a global threshold Alerts are triggered when a monitored value exceeds a threshold. Orion comes with predefined static thresholds for most statistics, but you can override these thresholds and customize them on a per-object basis. page 96

97 The following statistics have built-in global thresholds, which is a threshold that applies to every monitored node in Orion: Average CPU load Disk Usage Percent memory Used Percent Packet Loss Response Time To edit a global threshold: 1. On the Web Console, click Settings > All Settings. 2. In the Thresholds & Polling group, click Orion Thresholds. Edit a local node threshold Alerts are triggered when a monitored value exceeds a threshold. Orion comes with predefined static thresholds for most statistics, but you can you can override global thresholds on a per-node basis. For example, one node might have a lower response time requirement than another, so you can set the threshold values accordingly. page 97

98 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR The following example shows how to modify the Memory Usage threshold. 1. On the Node Details page, in the Management resource, click Edit Node. 2. In the Alerting Threshold section, click the Override Orion General Thresholds check box. 3. Change the threshold values: a. If you are entering a static threshold, type the Warning and/or Critical values. b. If you are using a dynamic threshold, click Use Latest Baseline Thresholds. c. To understand the baselines calculated, click Latest Baseline Details. d. Click Apply thresholds. You can edit multiple thresholds simultaneously by opening to the Manage Nodes page, multi-selecting the nodes you want, clicking Edit, and changing the thresholds. page 98

99 Edit a local component monitor threshold Alerts are triggered when a monitored value exceeds a threshold. Each component monitor has its own predefined thresholds that are inherited from the template that was used to create it. You can override these thresholds on each individual component monitor, and use either static thresholds or dynamic baseline thresholds instead. 1. Go to the Application Details resource, and click Edit Application Monitor. 2. Expand the component monitor whose threshold you want to change. 3. Click the Override Template button. page 99

100 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 4. Change the threshold values: a. If you are entering a static threshold, enter the Warning and/or Critical values. b. If you are using a dynamic threshold, click Use Latest Baseline Thresholds. page 100

101 c. To understand the baselines calculated, click Latest Baseline Details. d. Click Apply thresholds. You can edit multiple thresholds simultaneously by multi-selecting component monitors, clicking Multi Edit, and changing the thresholds. page 101

102 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Edit an application template threshold Alerts are triggered when a monitored value exceeds a threshold. Each component monitor has its own predefined thresholds that are inherited from the template that was used to create it. You can override these thresholds on each individual component monitor, or you can edit the thresholds on the application template. Changes you make to a template threshold propagate to all component monitors that the template is applied to. 1. On the Web Console, click Settings > All Settings. 2. In the Product Specific Settings group, click SAM Settings. 3. In the Application Monitor Templates group, click Manage Templates. 4. Select a template, and click Edit. 5. Expand the component monitor that you want to change. 6. Change the threshold values: a. If you are entering a static threshold, type the Warning and/or Critical values. b. If you are using a dynamic threshold, click Use thresholds calculated from baseline data. You can edit multiple thresholds simultaneously by multi-selecting the component monitors, clicking Edit, and then changing the thresholds. page 102

103 Properties and groups This section contains information for adding custom properties and groups: Why use custom properties? Add custom properties to nodes Create groups Why use custom properties? Custom properties are user-defined fields, such as country, building, asset tag, or serial number, that you can associate with monitored network objects. Every object you monitor includes a list of default properties used to describe the device, such as IP address, host name, MAC address, and so on. You can also create custom properties and use them to create special alerts, reports, views, and groups. Applications can also have custom properties. Read the Creative ways to use custom properties and the Custom properties and how to use them THWACK community posts to learn how some of our customers use custom properties. Want to learn more? Watch the Streamline your monitoring operation with custom properties training. Frequently used custom properties include: Site While the Location property is available by default and returns the city specified in the device s settings, you may need more granular location information. Examples: Rack_Number, Closet_Location, Building_Name, Building_Floor, Building_Acronym Use: Create groups of items in the same location, build maps, or route alerting information. Function or Type SolarWinds recommends organizing your objects by the type or its function. Examples: Core_Network, WAN_Interface, Wireless, Server, Domain_Controller, VPN, Windows Servers, Linux Servers, Service Use: Apply special alerting criteria depending on the type of element. For example, if any Core_ Network element has problems, escalate the case immediately. page 103

104 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Owner You can use multiple custom properties to specify who is responsible for an element to help route alerts or create reports. Examples: A group owner name, such as Networking, SQL_Admins, AD_Admins, or a specific owner. Uses: Define a Contact and On_Call_Phone for owners. If there is a problem with a node, the alert can be routed to the correct person. Provide a custom view for owners to see their devices and create custom reports, showing only devices they are responsible for. Service level Some monitored elements, such as core routers, switches, and applications, may be important enough for someone to be notified any time of the day when there is a problem. Examples: Mark nodes as Critical, and configure alerts to notify. With service levels, this custom property can help you specify whether it is 24x7, a business day, or test node, and alert appropriately. Customization checklist Before you customize your environment, answer the following questions: How would you like to logically organize your devices? For example, Location, Site, Lab, and Rack? Function? What data type is each custom property? For example, boolean, integer, drop-down options only, free-entry text? What are your owner groups? For example, who is responsible for the Windows servers, Linux servers, devices, applications, and so on? What are the sites and locations you want to report and alert on? Do you need to distinguish between high impact objects that must be addressed first (for example, production) and low impact objects that are of lesser priority (for example, development)? Are there any overrides for specific objects you require for alerting? Are there any devices, servers, applications, and so on that you want muted (continue to collect data but not see alerts)? Do you want to stop alerts during different periods of the day or night? This Cutting Down on Alert Noise post provides information on reducing alert noise. page 104

105 Do you want to associate any assets with a purchase date, PO number, vendor contact information, and so on? Are there any fields you will need to add to allow for integration with other systems? This Orion SDK post provides more information. Tips You can use custom properties to define alerts, reports, and web console views. Use multiple properties together with 'AND' and 'OR' operators for powerful filtering and definition options. For each custom property, decide how you are going to use it and how it will work in your environment. For example, instead of a comment on an interface that reads "WAN Link interface - critical interface," try two different Yes/No values, such as "Critical Interface" and "WAN link," which could each apply to multiple interfaces. This approach makes it easier for you to filter reports and alerts. When used together (Critical = true AND WAN link = True), it still applies to that interface. Add custom properties to nodes Custom properties are user-defined fields, such as country, building, asset tag, or serial number, that you can associate with monitored network objects. This example shows how to create the Device_Owner custom property and assign it to multiple nodes. You can use this example to create an application owner, business service owner, or server type owner. For examples of how other SolarWinds users implement custom properties, see this THWACK post. 1. Click Settings > All Settings, and in the Node & Group Management grouping, click Manage Custom Properties. 2. Click Add Custom Property. page 105

106 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 3. Select an object type, and click Next. 4. Provide the required information, and click Next. 5. Select Restrict Values, add values for the property, and click Next. 6. Click Select Nodes. page 106

107 7. Select the nodes for the custom property, and click Add. 8. Click Select Nodes. 9. Specify the value of the custom property, and click Submit. To assign other values for the custom property to nodes, click Add More, and repeat steps Repeat steps 1-9 to create the _Address custom property. The selected nodes now have a responsible person (Owner) and address assigned to them. The custom properties can be used for creating alerts and reports. You can see all custom properties assigned to a node in the Custom Properties for Nodes resource on the Node Details view. You can also apply custom properties by directly editing the node properties. Create groups A group is a collection of monitored objects. For example, you can group nodes from the same location, group all your WAN interfaces, or group all devices owned by a certain department. Or, you can group all Windows servers, or SQL servers, or web servers. You can then create alerts and reports or restrict access for the group. page 107

108 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR The example below shows how to create a NY IT Department group and add five nodes to it. 1. Click Settings > All Settings, and in the Node & Group Management grouping, click Manage Groups. 2. Click Add New Group. 3. Provide the required information, and click Next. 4. Select the monitored objects that fit the group definition, and click Add to Group. Select a custom property in the Group by list. page 108

109 5. Click Create Group. The new group appears in the Manage Groups list. Click the group to display the Group Details view. page 109

110 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Custom views This section contains information on adding custom views to your dashboard: How custom views work Create a view and add resources, or widgets Edit a resource Edit a view Create a custom table resource Customize menu bars Add your logo How custom views work Orion Web Console views are configurable pages of network information that can include maps, charts, summary lists, reports, events, and links to other resources. Summary views provide data about multiple objects. Detail views provide more information for a specific object. For example, the default Summary view displays an overview of all monitored nodes. Clicking on a node in the Summary view opens the Node Details page for that node, where you can see all of the statistics monitored for that device. Customize views Customizing views can include the following activities: Create a view and limit it to show nodes of a group. Add or remove resources. Create subviews to further organize resources for a device. Change the position of resources and change the layout of columns. Add the view to the menu bar of a user so that the view is easily accessible, and set the view as the home page. To customize views and maps, the user must have the following privileges set to Yes: Allow Administrator Rights Allow Account to Customize Views See "Create Users" in the SolarWinds Getting Started Guide - Get Started. page 110

111 Plan what should be on a view before you create it. OPTION Identify objects to see on the view. View information for all objects of the selected object type. View details for a selected object. Select information about the objects you want to see. Divide the information into several tabs. Optimize the view for large screens or mobile devices. Limit what devices should be displayed on the view. Access the view from the Menu Bar. ACTION Select the appropriate object type, such as nodes, interfaces, groups, applications, and so on. Select a Summary view. Select a Details view. Select resources. Enable Left Navigation. Create a Network Operations Center (NOC) view. Add a limitation. Add the view into the menu bar. Create a view and add resources, or widgets Views are configurable pages of network information that can include maps, charts, summary lists, reports, events, and links to other resources. Summary views provide data about multiple objects. Detail views provide more information for a specific object. This example shows how to create the New York IT Department Summary view and add the following resources, or widgets: Active Alerts Hardware Health Overview Top 10 Nodes by Current Response Time Custom Table Create a view Check out this video on creating a new view. page 111

112 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 1. Log in to the Orion Web Console, and click Settings > All Settings. 2. Click Add New View in the Views grouping. 3. Name the view, and select the view type. 4. Click Submit. You have now created an empty view. The Customize view page opens automatically. Add resources that contain the information you want to see or immediately add the view to a dashboard. Add resources, or widgets 1. On the Customize page, click + next to the column that you want to add the resources, also known as widgets. To open the Customize view page, click Settings > All Settings > Manage Views. Select the view, and click Edit. page 112

113 2. Select resources in the middle pane, and click Add Selected Resources. You can limit offered resources by criteria in the Group by list, or search for a resource, or widget, in the Search box. 3. Use the arrow icons next to the columns to move resources between columns. 4. Click Done. The view is now populated with the widgets you selected. page 113

114 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Edit a resource The Orion Web Console provides different resources that you can add to a view, and each resource has an Edit button, so you can change things such as the title, and other features. Different types of resources have different things you can edit. The example below shows how to sort and filter objects in resources. Change resource name and number of displayed objects To change a resource name, click Edit, and adjust the Title. To change the number of objects in Top N resources, click Edit, and change the Maximum Number to Display. Sort objects in resources The following example shows you how to sort a tree resource according to properties. 1. Click Edit in the resource. 2. Select a property in the Level 1, 2, and 3 lists. page 114

115 3. Define how you want to display objects that do not have the selected property. When completed, nodes in the resource are grouped according to the selected properties. Filter objects displayed in a resource You can use custom SWQL filters to define what objects a resource should display, hiding any irrelevant objects. In this example, the Applications resources is filtered to include only IIS applications. 1. Click Edit in the resource. 2. Enter a SWQL query. Click Show Filter Examples to display examples of SWQL queries, and node and interface properties that can be used in the query. 3. Click Submit. Edit a view You can modify views to suit your needs, including adding and changing columns, moving resources, and creating subviews to help you manage the information that appears on the view. page 115

116 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR This example shows how to create an AppStack subview and add an AppStack resource. (missing or bad snippet) 1. On the view, click the Customize Page icon. 2. Click Add tab. 3. Enter the tab name, and click Update. 4. Select an icon, add resources, and click Done. To drag and drop widgets, click Preview, and then add the widgets. You can access the subview with the resources from the view menu. Add subviews using Enable Navigation 1. On the Customize view, select Enable Left Navigation. To open the Customize view page, click Settings > All Settings > Manage Views. Select the view, and click Edit.You can also click Customize Page > Page Settings on the view. page 116

117 2. Click Add Tab. 3. Type a name for the new tab, and click Update. 4. Select an icon, and add resources. 5. Click Done. You can access the subview with the resources from the view menu. Limit objects on the view Check out this video on adding view limitations. You can limit the monitored elements that are included in a view, which limits the contents of all the resources on the view. You can also limit some resources by using a SWQL query on the resource. The example belows shows how to limit a view to display only monitored elements owned by the NY IT Department. 1. On the Customize view, click Edit in the View Limitation area. 2. Select a type of limitation, and click Continue. 3. Configure the limitation as instructed. 4. Click Submit. The view now only displays objects defined by the limitation. page 117

118 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Now you have created the New York IT Department view. To make it accessible for users, you must first add it to a menu bar, and assign the menu bar to the users. You cannot see the view without making it accessible first. See Customize menu bars. Create a custom table resource Resource data can be displayed as pie charts, bar charts, line charts, tree views, and tables. The example below shows how to create a custom table composed of the Node, Status, Device Owner, and Address Columns. 1. Locate the blank custom table resource on the New York IT Summary view added in Create a view and add resources, or widgets. 2. Click Configure this resource. 3. Enter a title, and click Select Data Source. 4. Select the object you want to report on, for example, Node. 5. Define a condition that specifies the type of nodes to include, for example, all nodes owned by the New York IT Department. page 118

119 6. Click Add column, select properties, and click Add Column. This example includes the Device_ Owner and _Address custom properties. The custom table resource populates with the node status, the owner, and a contact address. Customize menu bars Check out this video on customizing the menu bar. My Dashboards provide menu bars with shortcuts to Orion Web Console views. The default menu bars include Home, and a menu bar for each installed Orion Platform product. page 119

120 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Click My Dashboards to show the default menus. You can customize views and labels offered in default menus for individual users. If you do not need to see all items in menu bars, and prefer navigating to display items in a menu bar, click My Dashboards > Collapse. page 120

121 When you have a list of items you want users to access from My Dashboards, create a menu bar. 1. Click My Dashboards > Configure. 2. Scroll to the bottom of the page, and click New Menu Bar. 3. Name the menu bar. 4. Drag views from the Available items column into Selected items. 5. Click Submit. The new menu bar is created. You can now assign it to users who will see the items in My Dashboards. The items users see in My Dashboards and in Alerts & Activity are specified in their user accounts. Improve performance by setting the Home Page View to a view with a limited number of resources on it. 1. Click Settings > All Settings in the menu bar. 2. In the User Accounts grouping, click Manage Accounts. 3. Select a user, and click Edit. 4. Scroll down to Default Menu Bars and Views, and select top menu bars from the lists. page 121

122 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 5. Select Yes for the items the user will see in the Alerts & Activity menu bar. 6. Select an item and use the arrows to change the order of menu bars. Select an item from the list to specify the default Home page view. 7. Click Submit. The user can now use the specified links in My Dashboards and Alerts & Activity menu bars. Add your logo You can customize the Orion Web Console to display your logo at the top of every page. 1. Create a graphic to replace the SolarWinds logo. The recommended logo size is 250 x 50 pixels. The maximum allowed size is 900 x 500 pixels. 2. Place your graphic in the images directory. The default location of the directory is C:\Inetpub\SolarWinds\NetPerfMon\. 3. Click Settings > All Settings in the menu bar. 4. In the Product Specific Settings grouping, click Web Console Settings. 5. Ensure the Site Logo box is selected, and click Browse to navigate to your logo. page 122

123 6. Click Submit. page 123

124 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Reduce alerting noise This section includes techniques for reducing alert noise: Complex trigger conditions Alerts with multi-element triggers Use duration in the alert trigger The 'Do Not Alert' alert Send alerts to specific contacts Alerts with device-specific thresholds Single alert when multiple devices go down Define object dependencies Event correlation alerts (Y after X) Complex trigger conditions Use the Advanced options in the trigger conditions to create complex conditions, such as alerting when an IIS application goes into a warning or critical state. Complex conditions are generally enabled by users who are comfortable with building normal trigger conditions, or who have trialed alerts using the normal trigger conditions and require more control over the trigger conditions to better refine the environmental conditions that trigger an alert. Do not use complex conditions until you have tested the trigger conditions individually. Creating an alert with complex conditions without testing it may prevent you from receiving important alerts. How condition blocks are evaluated The condition blocks are evaluated at the same time. If they are all true based on the conditions, the alert triggers. For example, condition A, B, and C must be true in order for the alert to trigger. (Condition A) & (Condition B) & (Condition C) Condition blocks are evaluated using variations of AND, so the trigger condition in each section must be met. page 124

125 A condition block can be evaluated at a different time than other condition blocks. For example, if you want to be alerted if the backup system is active for more than an hour, you can choose to wait an hour after the primary condition block, where the application going down is the trigger condition, before evaluating whether the backup system is still active. Aggregate alerts With complex conditions enabled, you can choose to trigger alerts only when multiple objects meet the trigger condition. After you have enabled complex conditions, the following option is available in your trigger condition: This setting then combines all alerts that would be sent for each object into a single alert. Do not use this setting until you are confident that the trigger condition is correct. This setting can prevent important alerts from triggering. Alerts with multi-element triggers You can use complex conditions to trigger alerts when objects meet separate trigger conditions at the same time. For example, if you have two applications on two separate servers, you can still manage if you lose one application. However, if you lose both applications, you need the system to send a critical alert. Complex conditions should be used with caution. SolarWinds recommends testing each trigger condition individually before combining them. On the Trigger Conditions panel, expand Advanced options, and select Enable complex conditions. With a standard alert, you can create an alert for each of the two applications. With a complex condition, you can create a single alert where the application would have to fail on both Server A and Server B in order to generate an alert. page 125

126 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR In this example, the primary trigger condition is written for Server A. Click Add Section and write a trigger condition for Server B. In this example, both conditions must resolve to TRUE in order for the alert to fire, but do not have to relate to each. The condition blocks are evaluated at the same time. If they are all TRUE based on the conditions, the alert triggers. You can add additional conditions to configure granular and complex alerts. Using condition blocks is a great way to reduce alerts. Instead of receiving an alert for each element, you can receive a single alert. page 126

127 Use instance names In the example above, a specific node name is selected in the condition. This works well if the alert has a very limited scope. Another approach is to use instance names in the condition. Use duration in the alert trigger Using durations for alerts is a great way to reduce the total number of alerts you receive. There are times when you want an alert to trigger as soon as the condition is detected. Other times, you may only want the alert to trigger when a condition exists for more than a certain amount of time. For example, your Exchange service usually runs at 80% RAM and 75% CPU. Occasionally, the RAM and CPU utilization spikes to over 90%, and after 5 minutes, returns to a normal level. In this scenario you want to be notified of prolonged spikes, so you configure an alert to trigger when CPU and RAM utilization is greater than 90% for more than 15 minutes. This setting ensures that you are notified when the service requires attention, and allows enough time for a technician to intervene before the service goes down. page 127

128 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR The following example illustrates an alert that includes duration. Ensure that you select the Condition must exist check box and enter a duration. The 'Do Not Alert' alert You can use custom properties to suppress alerts from being triggered when an object goes down. In this case, include a custom property in the alert condition that stops the alert from being fired. 1. Click Settings > All Settings. 2. In the Node & Group Management group, click Manage Custom Properties. 3. Click Add Custom Property. 4. Create a Boolean (Yes/No) custom property called AlertOnThis. 5. Click Select Nodes. 6. Select all of the nodes on the system. 7. Click the green arrow to move all selected nodes to the right. page 128

129 8. Set the AlertOnThis property to Yes. 9. For devices for which you do not want to receive an alert, set the custom property to False. page 129

130 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 10. Define the alert to trigger when the AlertOnThis custom property is equal to Yes and the Node Status is equal to Down. If you use the AlertOnThis custom property, every alert must include the AlertOnThis check. Otherwise, all nodes will trigger alerts regardless of how this custom property is set. Send alerts to specific contacts When you have people or groups that are responsible for different monitored objects, you might only want them to receive alerts for objects for which they are responsible. 1. Create a custom property called Contact . 2. Enter the address for each monitored object. 3. Create an alert that sends an when an object goes down. 4. On the Trigger Action page in the Alert builder wizard, add an action. Because you want the recipient of the to be variable depending on who the Contact is, you need to add a variable to the Recipients section. The variable ensures that your alert is only delivered to people who are listed in the Contact custom property. The To: field does not have an Insert Variable button, so if you have labeled your custom property something other than Contact , open the Message section, click Insert Variable to find the custom property, and cut and paste the variable into the To field. page 130

131 Alerts with device-specific thresholds You can set different alert thresholds per device, interface, or other monitored element. For example, it is acceptable to you if most of your nodes reach a 90% threshold for CPU load, but you want a few nodes to alert when they reach a 70% threshold. You can set CPU thresholds locally on a node, and then create a generic alert that notifies you when a threshold has been reached. 1. Begin by creating the actual trigger condition with a double value comparison. a. Click the plus sign. b. Select Add Double Value Comparison. The trigger condition fields expand, and you can enter a double value comparison trigger. 2. Include the threshold in the trigger condition. An alert will be triggered when the threshold value is reached. Single alert when multiple devices go down There are situations when multiple devices go down, and instead of getting an alert for each device, you only want to receive one alert that notifies you that something is wrong. A multiple device alert is closely related to a dependency alert, where Orion detects a down status for a network element because an object in front of the network element is down. For example, if a router goes down, Orion detects that all servers behind the router are also down because Orion cannot communicate with the servers. But, the servers behind the router are still physically up, they are just reported as down. In this case, the alerts triggered can be numerous and inaccurate. You can create a dependency between the router and servers so that when the router goes down, only a single alert is triggered. page 131

132 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR With a multiple devices go down alert, the devices reported as down are actually down. For example, you have an application monitor for your Custom Corporate System that monitors 15 services. Each service may go down briefly for various valid reasons. However, when more than 10 services are down, you know something is wrong and you need to take action. The following alert checks the up and down status of all components, but only alerts when 10 or more components are down at the same time. Use groups You can also use groups to alert you when multiple devices go down. In this approach, create a group and assign related devices to it. In this scenario, an alert is only triggered when all devices in the group are down, and not just a subset of devices. Using groups saves you time when configuring alerts, and is also useful when you have load balanced devices and you only care when all the devices are down, not just when some are down. Define object dependencies On your network, there are objects that are dependent on other devices to function. For example, all monitored objects behind an edge router are dependent on that router for connectivity. If the router has problems or goes down, any dependent devices will also appear to have problems, and you will receive status alerts about those devices as well. However, if you define those nodes as being dependent on the edge router, you will not get false alerts about the status of dependent nodes when the parent object has issues. page 132

133 Another example is when several IIS servers rely on the same SQL server for their database backends. If you define those nodes as being dependent on the edge router, or the IIS servers as being dependent on the SQL server, you will not get false alerts about the status of dependent nodes when the parent object has issues. When you use dependencies, consider the following: Dependencies themselves do not prevent alerts from being triggered. Instead, dependencies prevent the child objects from going down, and as a result, down node alerts are not triggered. By using dependencies, status alerts are prevented from triggering, but all other alerts are triggered. A child object can have several parents, and the child's status only turns to Unreachable if all parents in all defined dependencies go down. In this example, you will create a dependency between an IIS server and its SQL database backend. Creating this dependency means that if the SQL database goes down, any IIS server alerts will be suppressed, although the IIS application will continue to be monitored. 1. Click Settings > All Settings in the menu bar. 2. In the Node & Group Management grouping, click Manage Dependencies. 3. Click Add New Dependency. 4. Select the parent object or group, and click Next. page 133

134 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR 5. Type a Dependency Name, select the child entities, and click Next. 6. Review the settings for the dependency. If there are active alerts on child objects, they are listed on this view. 7. Click Submit. The dependency appears on the Manage Dependencies page. You can also display the dependency on custom views in the Orion Web Console. Event correlation alerts (Y after X) You may have some conditions you want to alert on if Y happens after X. For example, you might want to receive an alert if there is a problem with your failover. In this example, if node A goes down, the alert waits 5 minutes, and then checks that node B is up. If node B is not up, the alert is triggered. Make sure to select a And then after value, which is located between the alert sections. page 134

135 Then, in the secondary section, configure the actual trigger condition so that Node Name is equal to Node B and Node Status is equal to Down. page 135

136 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Agents This section includes information on deploying agents: How agents work Agent resource consumption Agent communication modes Deploy an agent with the Add Node wizard How agents work An agent is a software application that provides a communication channel between the Orion server and a monitored computer. Agents are used as an alternative to WMI or SNMP to provide information about your selected key devices and applications. These agents provide the following advantages: Polling hosts and applications behind firewall NAT or proxies. Polling node and applications across multiple discrete networks that have overlapping IP address space. Secure, encrypted polling over a single port. Support for low bandwidth, high latency connections. Polling nodes across domains where no domain trusts have been established. Full, end-to-end encryption between the monitored host and the main poller. You can monitor servers hosted by cloud-based services such as Amazon EC2, Rackspace, Microsoft Azure, and other Infrastructure as a Service (IaaS). After deployment, all communication between the Orion server and the agent occur over a fixed port. This communication is fully encrypted using 2048-bit TLS encryption. The agent protocol supports NAT traversal and passing through proxy servers that require authentication. page 136

137 If an agent is used, all SAM application data is collected by the agent. You can choose to override this behavior, configuring at both the application and template level to use another polling method. For example, if you assign an application template that uses a User Experience Monitor and you do not want to measure response time locally from the server where the application is installed, you can switch the application to poll without using an agent. Agent Communication can be deployed as either Agent Initiated or Orion Server initiated: Agent initiated communication: The agent initiates communication with the server on the default port of This port must be opened on the server firewall so the agent can connect. No change to the agent firewall is required. Orion Server initiated communication: The agent waits for requests from the server on the default port of This port must be opened on the firewall of the agent computer so the server can connect. No change to the server firewall is required. The following reports are configure for use with Orion agents: Agent Inventory Agent Plugin Version Tip: Use Orion Server initiated communication in DMZ environments or cloud scenarios such as Azure. Use agent initiated communication with a proxy to poll multiple computers within a single Azure cloud service. page 137

138 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Agent resource consumption An agent is a software application that provides a communication channel between the Orion server and a Windows or Linux computer. Agents are used as an alternative to WMI or SNMP to provide information about your selected key devices and applications. A single polling engine can support up to 1,000 agents. The following table details agent resource consumption. CPU Memory Bandwidth 0.24% on average under normal operating condition Between 10 and 100 MB depending upon the number and types of jobs The agent consumes roughly 20% (on average) of the bandwidth consumed by the WMI protocol for transmission of the same information For example, Agent: 1.3 KBPS versus WMI at 5.3 KBP Storage 100 MB page 138

139 Agent settings The Agent Settings page provides access to all of the settings and tools needed to install and manage agents. Additional agent settings can be found in the Control Panel. On the Web Console, click Settings > All Settings > Agent Settings. Manage Agents: Opens the Manage Agents page so you can add a new agent, edit, update, or reboot an existing agent. Download Agent Software: Opens the Agent Downloads page so you can mass deploy or manually install an agent. Define Global Agent Settings: Opens the Global Agent Settings page so you can allow automatic agent registration or allow automatic agent updates. Agent communication modes Communication modes determine how the agent and the Orion server communicate. This is frequently influenced by where the device you want to monitor is on your network. Server-initiated communication This communication method is also known as a passive agent. Any communication between your Orion server or additional polling engines and the agent is initiated by the Orion server itself. To allow communication from the Orion server, the firewall service running on the monitored device or the network firewall must allow incoming connections through port If the agent is configured to use another port, update the firewall rules to allow incoming connections from the other port. page 139

140 GETTING STARTED GUIDE: SERVER & APPLICATION MONITOR Agent-initiated communication This communication method is also known as an active agent. In active mode, there are no listening ports on the agent. Any communication between your Orion server or additional polling engines and the agent service is initiated by the agent service itself. Update your firewall rules to allow outgoing connections through port to enable communication between the agent and the Orion server. Open port if the agent is on Windows 2008 R2. You cannot use agent-initiated communication through a proxy using NTLM authentication if the agent is running on a Linux-based device. This communication method is most useful when the agent is installed on a network separated from your Orion server by one or more NAT devices, and you have no easy way to connect the two. Deploy an agent with the Add Node wizard This is the recommended method to deploy an agent to a node. The Orion server deploys the agent software to the target node, installs the software using the credential you select, and adds the node to the Orion server as a monitored node. After the agent is installed, it operates under a local account. page 140

141 The Orion server must be able to communicate with the remote node. To monitor Linux-based devices, TCP port 22 (outbound) must be open on the Orion server or additional polling engine and open (inbound) on the deviceyou want to monitor. 1. Click Settings > All Settings in the menu bar. 2. Under Node & Group Management, click Manage Nodes. 3. Click Add Node. 4. In the Polling hostname or IP address field, enter the IP address or fully qualified domain name (FQDN) of the device you want to manage. 5. Select Windows & Linux Servers: Agent as the Polling Method. 6. Select the operating system type of the remote computer. 7. Choose a credential from the list, or enter new credentials, and then click Next. These credentials are only used to connect to the remote computer and install the agent software. After the agent is deployed, the credentials may change with no impact to the deployed agent. The credentials must have administrator or root-level privileges. On Linux-based devices you can connect with one credential set and then use another credential to use su or sudo for package installation. Most Linux distributions require the user's password when using sudo. Other distributions, such as SUSE, may require the root password. Depending on your Linux distribution, enter the required credential for the Include Credentials with Elevated Privileges to install the package. For Linux-based nodes, you can choose to add SNMP credentials to collect SNMP data for Asset Inventory and Hardware Health from the remote node. 8. Click Start Install on the Install Agent Software window. 9. Choose the resources to monitor on the agent, and click Next. 10. Add application monitors on the agent, and click Next. 11. Change properties or keep the defaults, and click OK, Add Node. When installation is successful and communication between the agent and the Orion server is successful, the agent is listed on the Manage Agents page. page 141

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