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 Monitor Portal
SentryOne Portal on-premises is an optional feature that may be installed. 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. 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
Execute the SentryOneSetup-x64.exe file. You'll need to Accept and Install for the Microsoft .NET Framework and Report Viewer (if necessary).
A welcome dialog displays when the SentryOne setup program starts. Select Next to continue or Cancel to exit.
- Then, the End-user license agreement dialog appears. Select the checkbox, and click Next to continue.
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.
On the Custom Setup screen, choose which components to install. By default, the SentryOne client, SentryOne monitoring service, and a PDF copy of the user documentation are installed.
Note: SentryOne Portal is not installed by default, so you'll need to use the drop-down next to Monitor Portal to install that by selecting the Entire feature will be installed on local hard-drive option if you want to include it in this installation.
On the SentryOne Database Account Information 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 Monitoring Service SQL Credentials options available 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.
If you're installing the SentryOne Monitor Portal, select Windows Authentication or SQL Server Authentication in the Monitor Portal SQL Credentials section and enter credentials for an account with the required SQL Server privileges.
Select Test to validate the chosen credentials. After a successful test, select Next to continue the setup.
After selecting Test, a popup will confirm your database selection:
Note: If an existing database has been chosen, selecting Test asks you to confirm that you want to upgrade the database.
If you've selected Windows Authentication for the Monitoring Service SQL Credentials, enter the Windows account User Name and Password on the 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.
After selecting Test, a popup will confirm your service account validation:
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.
Next you're prompted to enable or disable SentryOne telemetry on the Send Anonymous Usage Information screen. The Send anonymous usage information to SentryOne box is checked by default. Deselect this box if you wish to disable telemetry.
Note: The data collected by enabling telemetry is used to determine how the tool is being used, to help us focus our development efforts. For more information about telemetry on SentryOne, see the Telemetry topic.
On the Ready to install SentryOne screen, select Install to begin installation.
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.
- If you didn't install SentryOne Portal, you won't see the Launch Portal Configuration Utility option.
- 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.
Note: If you've upgraded an existing installation of SentryOne, running the Setup Wizard isn't required. All previous settings have been retained.
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.
- 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
To install the SentryOne monitoring service on a machine, select only the Monitoring Service option on the Custom Setup screen of the installation process.
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 the SentryOne Monitor 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 the SentryOne Monitor Portal complete the following:
1. On the Custom Setup screen, select the drop-down arrow next to the Monitor Portal component.
2. Select the Entire feature will be installed on local hard-drive option.
3. Follow the instructions above for filling out SentryOne Portal-related screens.
Installing the SentryOne Client on Additional Machines
There's no need to install a monitoring service on any workstation machines. To install just the SentryOne client do the following:
- On the Custom Setup screen, select the drop-down arrow next to the Monitoring Service component.
- Select the Entire feature will be unavailable option.