SQL Sentry Installation

Overview and Notes

Note:  The instructions in this article are recommended for smaller environments (i.e. estates with a single monitoring service or client) and those who do not need a command line experience for streamlining the installation or upgrade processes.

SentryOne offers an Enhanced Platform Installer which increases the speed and simplicity of installing and upgrading SentryOne implementations through a command line interface and is recommended for larger estates that will have more than one monitoring service or client. To use the EPI installation method, see the EPI article.

Note:  If you are upgrading SentryOne from a previous version, it's strongly recommended that you back up your SentryOne database prior to beginning the process. For more information about upgrading SentryOne, see Steps to Upgrade to a New Version of SentryOne.

Important:  SentryOne doesn't currently support Group Management Services (GMS) accounts.

Log into your SentryOne account, and download the latest build of SentryOne. Once you've saved the download to your computer, copy the installation file to the server where you want to install the SentryOne monitoring service, and then double-click the installation file.

Choosing the Locations of the SentryOne Components

Determining the Monitoring Service Computer

Note:  For initial installation, it's recommended that you first determine where you will install the monitoring service, and then install both the SentryOne monitoring service and client together on that computer. This is analogous to installing the native client tool and SQL Server on the same computer.

Even if you don't plan on using the SentryOne client regularly from the machine, the SentryOne client is used to enter your license key and enables you to complete the licensing process during the initial installation. You are  prompted to launch the SentryOne client and enter your license key at the end of the installation.

Note:  For more information about where components are typically installed, see the Installation Recommendations topic.

SentryOne Portal

SentryOne Portal on-premises is part of the Complete Install. It can be installed on a machine along with the SentryOne monitoring service and SentryOne client, or it can be installed on a machine by itself without any other SentryOne components (Custom Install). Review the SentryOne Portal Configuration article before installing.

Once you have gone through the SentryOne installation process for the SentryOne monitoring service or SentryOne client, SentryOne Portal cannot be installed separately on the same machine after the installation. It may be installed as part of the initial installation or during a SentryOne upgrade. 

If you need to install SentryOne Portal on a machine that already has the SentryOne monitoring service or client of the same version, you must first uninstall the SentryOne client and SentryOne monitoring service from the machine and reinstall them as part of the SentryOne Portal installation. This does not require removing/recreating an existing SentryOne database. You will need to choose to connect to the existing database during the installation process.

Choosing the Install Location

Setup shows the default install location. Select Next to use the default location. To install to a different location, select Browse, then select the appropriate location.

Executing the SentryOne Application File

  1. Execute the SentryOneSetup-x64.exe file. You'll need to select Accept and Install. The Microsoft .NET Framework and Report Viewer will be included with the SentryOne installation (if necessary).

    SentryOne Setup Wizard Accept and InstallSentryOne Setup Wizard Setup Progress
  2. A welcome dialog displays when the SentryOne Setup program starts. Select Next to continue or Cancel to exit.

    SentryOne Setup Wizard
  3. Then, the End-user license Agreement dialog appears. Select the checkbox to accept the terms, then choose Next to continue.

    SentryOne End User License Agreement

    Note:  For future reference, a copy of the license file is located in the Client folder of the installation.

    Note:  If the setup program detects that SentryOne is already installed, it prompts for removal. The installation process enables you to easily upgrade from previous versions and maintain all of your existing configuration settings, including any users and groups, notification settings, etc. Any time SentryOne is upgraded or another component is installed, the existing software is first uninstalled. This ensures that all components are of the latest version, and compatible. This only applies to the client and server files; the SentryOne database, where all of your settings and history are kept, is not removed.

    Important:  The NET Framework 4.7.1 is required for all installations. A reboot may be required if the .NET Framework files are in use. Temporarily stopping any applications that make use of the .NET Framework can help to avoid a reboot.

  4. On the What would you like to install? screen, choose an installation option. By default, the Complete Install option is selected (and used in this example). It installs the SentryOne client, SentryOne monitoring service, SentryOne Portal, and a PDF copy of the user documentation.

    SentryOne Setup Wizard Complete Install

  5. On the SentryOne Database screen, choose Create a New SentryOne Database (default) or Connect to an Existing SentryOne Database.(most commonly used for an upgrade or installing an additional SentryOne components on other machines). This example uses Create a New SentryOne Database.SentryOne Setup Wizard Create a New SentryOne Database

  6. On the Create New SentryOne Database screen, choose a location and name for the SentryOne database. Enter the server instance where you'd like to install the SentryOne database in SQL Server Name. Enter a name for the SentryOne database in Database Name. The default Database Name is SentryOne. The SentryOne database is created as part of the installation process. If you're upgrading SentryOne, specify the name of the existing SentryOne database. All the necessary schema changes are applied to the existing database during an upgrade.

    The Authentication Mode options available for connecting to the SQL Server that hosts the SentryOne database are Windows Authentication and SQL Server Authentication. If the Windows user account you're using for the installation doesn't have the required privileges on the selected SQL Server, select SQL Server Authentication and enter a SQL Server User Name and Password for an account with required SQL Server privileges. See the Monitoring Service Security article for the account's full security requirements.

    Select Test to validate the database account information. After a successful test, select Next to continue the setup.

    Example uses Windows Authentication & includes SentryOne Portal
    SentryOne Database Account InformationAfter selecting Test, a popup will confirm your database selection:

    SentryOne Setup Wizard Successful authentication prompt

    Note:  If an existing database has been chosen, selecting Test asks you to confirm that you want to upgrade the database.

  7. If you've selected Windows Authentication for the Monitoring Service SQL Credentials, enter the Windows account User Name and Password on the Monitoring Service Account Information screen, under which the SentryOne monitoring service will run. Select Test to validate the chosen credentials. After a successful test, select Next to continue the setup.

    Note:  See the Monitoring Service Security article for the account's full security requirements.

    Monitoring Service Account Information and Test
    SentryOne Service Account InformationAfter selecting Test, a popup will confirm your service account validation:

    SentryOne Setup Wizard Successful service account authentication prompt

    Note:  Change the service account any time after the initial installation by running the Service Configuration Utility found in the SentryOne program group. See the Monitoring Service Logon Account article for instructions.

  8. On the SentryOne Portal Configuration Information screen, choose an Authentication Mode for the SentryOne Portal service to connect to the SentryOne database and enter those credentials. Note:  It is necessary to enter the credentials on this screen for either authentication option. The Test will fail if the credentials are blank.

    SentryOne Portal Configuration Information and Test
    SentryOne Portal Service Account InformationAfter selecting Test, a popup will confirm your service account validation:

    SentryOne Setup Wizard successful SentryOne Portal Service account authentication prompt
  9. On the Ready to Install screen, select Install to begin installation.

    SentryOne Setup Wizard Ready to InstallSentryOne Setup Wizard Installing Components
  10. Wait for the installation process to complete, then select Finish to complete setup. When SentryOne Portal is installed, you'll see the URL at which it has been configured to run. You can launch the Portal Configuration Utility to update any settings, such as the server, database, credentials, encryption, port, or apply a certificate and use SSL.

    SentryOne Setup Wizard select Finish


    • If you did a custom install that didn't install SentryOne Portal, you won't see the Launch Portal Configuration Utility option.
      • You may see an option to launch the Software Client instead if it was part of the installation.
    • If you didn't install the SentryOne client, install it on another machine and run it to enter your license key and complete the licensing process.

    Success: You've completed the SentryOne installation process! What's next?

    • Continue to the Onboarding article to get into SentryOne and start monitoring your environment.
      • This is not required for an upgrade. All previous settings have been retained.
    • Install additional monitoring services as described below (see the Installation Recommendations article to learn more about how many monitoring services you may need).
    • Install the SentryOne client on additional machines as described below.

Installing only the Monitoring Service

1. On the What would you like to install? screen, choose Custom Install.

SentryOne Setup Wizard Custom Install

2. To install the SentryOne monitoring service on a machine, select only the Monitoring Service option on the Custom Setup screen of the installation process.

SentryOne Custom Setup Install Monitoring Service Only

Installing Additional Monitoring Services

The number of monitoring services required for your SentryOne enterprise depends on the number of targets you are monitoring and other factors related to the overall workload. After completing the installation process, you may want to install additional monitoring services. Please see the Monitoring Services and Targets per Site section of the Installation Recommendations article for guidance on selecting the correct number of monitoring services for optimal performance.

Installing SentryOne Portal

The SentryOne Portal may be installed on a machine by itself. There's no need to have a SentryOne monitoring service or SentryOne client on the machine where it is installed. When installing SentryOne Portal by itself, it must be done after a SentryOne installation has been completed to create the database and at least one installed monitoring service exists in the overall setup. Follow the instructions in this section to install SentryOne Portal by itself and connect to an existing SentryOne database.

Additional Information: Review the SentryOne Portal Configuration article for additional security requirements and information, how to use the Portal Configuration Utility to update settings after installation, and details on how to access the SentryOne Portal in your browser.

To install SentryOne Portal complete the following:

1. On the What would you like to install? screen, choose Custom InstallSentryOne Setup Wizard Custom Install

2. On the Custom Install screen, select the drop-down arrow next to the Portal (Web Client) component. Select the Entire feature will be installed on local hard-drive option.

SentryOne Custom Setup Monitor Portal

3. Select Entire feature will be unavailable next to the other components if you are installing only the Portal (Web Client) service.

4. Follow the instructions above for filling out SentryOne Portal-related screens.

Installing the SentryOne Client on Additional Machines

Workstation Computers

There's no need to install a monitoring service on any workstation machines. To install just the SentryOne Software Client do the following: 

  1. On the What would you like to install? screen, choose the Software Client Install option. Select Next to continue.SentryOne Setup Wizard Software Client Install 
  2. On the Connect to Existing SentryOne Database screen enter the information needed to connect to your existing SentryOne database installation.SentryOne Setup Wizard Connect to Existing SentryOne Database
  3. Select Test to validate your connection details, then Next to continue installing the Software Client.