Onboarding

Launching the SentryOne Client

When you launch the SentryOne client for the first time, you interact with the On-boarding wizard. The On-boarding wizard helps you understand and configure features in SentryOne. Once the on-boarding process is complete, add your first monitored target, and jump right in to tuning your environment! During on-boarding, you're introduced to:

  • Applying your license 
  • Setting up a user for alerting purposes
  • Enabling your email server
  • Configuring email notifications for Advisory Conditions
  • Setting up your cloud.sentryone.com account

Note:  During the on-boarding process you can skip steps that may not be applicable to you, and you can always change any options at a later time with the SentryOne client.

Launch the SentryOne client. Select Continue, then select Paste license to paste your key in the client from the SentryOne portal.

SentryOne License Configuration Paste License

Select Save to save your license information.

SentryOne License Configuration Save License

Next you're prompted to enter your user information. Enter your email, first name, and last name into their respective fields. Select Save to save your information.

SentryOne Tell Us More About Yourself

Enabling Email Alerts

During the on-boarding process, you have the ability to enable email alerts. Enter the domain name or IP address of the SMTP server that you want to be used for routing SentryOne email notifications in the SMTP Server address field.  If using localhost, keep in mind this will be the local SMTP server on the machine where the SentryOne monitoring service is installed, since it's responsible for sending all notifications. The SentryOne Client doesn't send any notifications.

SentryOne On-boarding Enable Email Alerts

The Email From Address is the address that appears on the from line of all email notifications sent by SentryOne. You can also specify a user name and password if authentication is required by your SMTP server. This isn't usually required in most environments. Select Test to generate a test email for a specific address. Select Save to save your information.

Note:  You may need to contact your network administrator first to ensure that the IP address of the monitoring service computer has been granted both connect and relay permissions for the specified SMTP server.

Important:  For the most accurate SMTP test, use the client installed on the SentryOne monitoring service computer to send the test message. If you use a client on a different computer, such as your local workstation, the results may be different. For example, your SMTP server may allow relay from your workstation but not from the SentryOne monitoring service computer, in which case the test from your workstation would succeed, but the SentryOne monitoring service would be unable to deliver notifications.

Advisory Conditions

 You will be prompted to set the default advisory conditions for which you receive email alerts. Choose the appropriate conditions by selecting their corresponding box. Select Save to save your settings.

SentryOne On-boarding Advisory Conditions

Setting up Your Cloud.sentryone.com Account

You will be prompted to create a new cloud.sentryone.com account, or to add an existing account.

SentryOne On-boarding Wizard Cloud Setup Select the appropriate option, and then enter the required information. Select Save to save your data and continue on-boarding.

SentryOne On-boarding Wizard Cloud Save Account Once the on-boarding process is complete, add your first monitored target. Select Let's go to launch the client.

SentryOne Welcome Screen

Adding Targets and Instances to Watch

 On the Add Target screen, select the type of target from the target type drop-down box. Enter the name of the target you'd like to monitor in the box below.

SentryOne On-boarding Add Target

Important:  For Azure SQL Database and Azure SQL Data Warehouse, provide the database or data warehouse name in addition to the Target name (which is the full URL to the endpoint). Both Azure features require credentials to be provided. These credentials are the SQL logins defined for the database server or data warehouse; they are not Azure account credentials. In addition, the firewall rules must allow access to the monitoring service, either directly over the internet; or through a configured VNet. Azure SQL Database and Azure SQL Data Warehouse only support access through port 1433.

 Select Connect to test the target for feature availability. If the connection is successful, the categories listed show green lights next to them.

SentryOne On-boarding Target Added

 Otherwise, if there's limited access, you may be unable to collect data for some or all of the given categories:

  • Disk Activity
  • Disk Space
  • Performance Counters
  • Windows Dashboard
  • Windows Processes

It's recommended that you try to fix these limited access issues, though in some cases limited access is your only option (such as using a cloud-hosted SQL Server instance). Because you won't have access to the operating system, this would fall under Limited Access. After reviewing the feature availability chart, run this check again with Retry, or select Next to continue. Once the initialization process has completed, select Open to monitor the target.

SentryOne Watch Status Window

Note:  If errors occur while adding targets or instances, it may be due to problems with security, network connectivity, and/or name resolution. For more information, see the Security and the SentryOne Server topic.

For more information about configuration options, see the Getting Started Cheat Sheet.

Success: Congratulations, you have successfully installed SentryOne, configured global notification settings, and you are now ready to start using the SentryOne client for managing events across your enterprise. Use the different options on the Get Started screen to start exploring the features in SentryOne.

Maintenance

Just as with any other SQL Server database, it is important that regular maintenance activities be performed on the SentryOne database to ensure optimal performance. For more information, see the SentryOne Database Maintenance topic.

Important:  The SentryOne client allows you to reconfigure your settings at any time by re-running the On-boarding wizard. To run the On-boarding wizard, select Tools > Run On-boarding Wizard (requires client restart), and then select Yes from the On-boarding Wizard dialog box.

SentryOne Run On-boarding Wizard