Onboarding

Video Tutorial

Note:  The cloud account setup referenced in the video is no longer available. See the on-premises SentryOne Portal Configuration article for more information about browser-based access to your SentryOne environment.

Launching the SentryOne Client

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

  • Applying your license 
  • Setting up a user for alerting purposes
  • Enabling your email server

Note:  During the onboarding 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.

Onboarding Wizard:  Initial Screen

Launch the SentryOne client. Select Continue.

Note:  If you have other SentryOne connections from previous installations, opening the SentryOne client will display the SentryOne Database Connection Management screen. If this happens, select Connect for the connection you want to onboard.

Onboarding Wizard:  License Configuration

On the License Configuration screen you have three options:

  1. Continue with trial - Select this option if you do not have a license and you are just getting started with a SentryOne trial evaluation. You typically have 30 days from your installation to evaluate the SentryOne software. See the product trial website for more information or contact sales@sentryone.com for more information.
  2. Paste license - Select this option if you are an existing SentryOne customer and have your license available to copy/paste into the Onboarding wizard.
  3. Load from file - Select this option if you are an existing SentryOne customer and have your license available in a file to upload to the Onboarding wizard.

SentryOne License Configuration Paste License

Option 1. Continue with trial

If you downloaded the trial from the SentryOne website, there are no additional screens, and you'll continue directly to the Tell Us More About Yourself screen.

If you obtained your trial from an AWS or Azure Marketplace image, you will get a Trial Information screen. Complete all enabled fields on the Trial Information screen, then select Continue with trial. The next screen will be the Tell Us More About Yourself screen.

Trial Information screen for trials from the AWS or Azure Marketplace 

Option 2. Paste license

Paste your license text into the License Configuration screen, then select Save.

SentryOne License Configuration Save License

Option 3. Load from file

Select the file containing your license XML in Windows, then select Open.

Onboarding Wizard:  Tell Us More About Yourself

Enter your user information, then select Save.

Onboarding Wizard:  Enabling Email Alerts

During the onboarding process, you have the ability to enable email alerts. On the first screen, you'll be asked if you would like to Enable Email Alerts. You can configure this now or later. See the SMTP Settings article for more information on doing this later or making changes.

Configure my own SMTP Server now

If you choose to Configure my own SMTP Server now, you'll see the second Enable Email Alerts screen shown below:

SentryOne On-boarding Enable Email Alerts

  1. 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.  Note:  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.
  2. Enter the Email from Address. This is the address that appears on the from line of all email notifications sent by SentryOne. 
  3. Enter a Custom port number if needed.
  4. Enter Security credentials if needed.
  5. Select Test to generate a test email for a specific address. 
  6. Select Save to save your information.

Note: 

  • The Security (Optional) section is not required in most environments. If your environment requires this authentication for your SMTP server, specify a User Name and Password.
  • 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.

Onboarding Wizard:  Let's Go!

Select Let's Go! to launch the client.

SentryOne Welcome Screen

Success: You've configured SentryOne for your environment! Once the onboarding process is complete, you'll want to add your first monitored target as described below.

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 Onboarding wizard. To run the Onboarding 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