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That’s why it’s important to periodically audit systems. Reviewing a
server’s resource load helps ensure the organization optimizes
performance and prevents downtime. However, system administrators can’t
just break a case and drop in more RAM here or upgrade disks there.
Server upgrades always require planning. Here are 10 things to remember
when upgrading servers to ensure systems perform at peak efficiencies.

1: Always start with a verified data backup

Never make any changes to a server, even minor upgrades, before
confirming a verified data backup exists. Whenever a server is powered
down, there is no guarantee the server will come back online. While
rare, I’ve seen servers that were shut down simply to install Windows
performance and security patches fail to restart.

2: Consider creating an image backup

Several manufacturers offer IT professionals disk cloning
technologies that simplify recovering servers when failures occur. Some,
including Acronis Inc. and StorageCraft Technology Corp.,
provide a universal restore option that enables recovering a failed
server even to a different bare metal chassis. Downtime is drastically
reduced. When upgrades go south, disk images can help recover not only
data but a server’s complex configuration in a hurry.

3:    Don’t make multiple simultaneous changes

Most every IT professional understands the importance of minimizing
server restarts, so novices are tempted to complete multiple
simultaneous upgrades using a single shutdown. But adding disks,
replacing memory, installing additional cards, and other tasks should
all be performed separately. Why? When things go wrong a day or two
later, the process of isolating the change responsible for the error is
exponentially more difficult when multiple simultaneous changes were
made. If only a single change is introduced, it’s much easier to track
the potential culprit.

4: Monitor logs closely after making changes

Following server upgrades, never assume all is well just because the
server booted back into its OS without displaying errors. Monitor log
files, error reports, backup operations, and other critical events more
closely than ever. Leverage Windows’ internal performance reports or
third-party monitoring utilities, such as those from GFI Software’s HoundDog or Quest Software’s PacketTrap, to ensure all is performing as intended whenever changes or upgrades are completed.

5: Confirm the OS

It’s easy to forget the operating system a server is running. This is
especially true when a server room isn’t standardized and multiple
boxes sport a collection of operating systems. Even veteran
administrators, caught within the whirlwind confusion that marks many
enterprise IS departments’ days, have tried installing 8GB of RAM on a
32-bit Windows Server 2003 machine. Only by first performing a quick
audit (including a quick 32-bit versus 64-bit check) of the system to be
upgraded can you confirm the OS is compatible and will be able to use
the additional RAM (or other resources) being installed.

6: Confirm the chassis supports the upgrade

Server hardware is famously inconsistent. Manufacturers frequently
change model numbers and product configurations. Whenever installing
additional disk controllers, disks, memory, or other components, you can
review the manufacturer’s technical specifications online before
ordering upgrades. But only by opening the case can you be 100%
confident that the actual server deployed within the organization will
accommodate the upgrade.

7: Don’t assume plug-and-play

Whenever installing new hardware, don’t assume the device will
plug-and-play well with the server’s operating system (even if the
manufacturer states the component is compatible). Before you order
upgrades, perform a Google search to learn the experiences other
technology professionals encountered when deploying that same component
using the same OS. Since the upgrade is being completed on a server,
confirm the component is listed on the OS vendor’s hardware
compatibility list. It doesn’t hurt to check the server manufacturer’s
forums, too, to learn of issues other techs encountered when installing
the same device on the same server.

8: Optimize performance

Be sure to follow up on any upgrades requiring associated software
adjustments. For example, just adding memory to Windows servers doesn’t
automatically optimize Windows’ performance using the additional RAM.
System administrators must also update a server’s virtual memory
settings to optimize Windows’ operation following a memory upgrade.
Further, when new disks are introduced, the page file may need to be
moved to the new disk to gain performance advantages.

9: You get what you pay for

Certainly, less expensive disks, RAM, power supplies, and other
components are always available. But when it comes to servers, it
doesn’t pay to cut corners. Only high quality, high availability
components should be deployed in servers. While these items may cost
marginally more than other (lesser quality) alternatives, the
performance and uptime benefits more than offset the additional expense.

10: Document changes

Surely you’re maintaining log files for each server. Within the
documentation for the server just upgraded, update the documentation to
note the component that was upgraded, the manufacturer, the vendor and
even the order number and serial numbers, if possible. Include warranty
and support information as well. The more documentation you have on
hand, the easier it will be to isolate and repair issues that arise
later.