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Server Maintenance Checklist

Short description: Perform routine checks by using a digital Server Maintenance Checklist, enabling on-time handovers at all times.

Go paperless, conduct inspections easily and solve issues quicker with your teammates.

Rated 4.8/5 stars on Capterra
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Server Maintenance Checklist (monthly/quarterly)

Use this template to ensure that your servers are successfully updated and maintained monthly/quarterly.

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Use this IT Incident Report Template to record incidents regarding the server, the server room, and other IT-related occurrences.

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Use this template to perform information security risk and vulnerability assessments.

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What is a server maintenance checklist?


The servers in a company must undergo regular maintenance. A high workload and the demand for reliability can take a toll on server hardware. Even the newest servers with enormous performance and redunant functions are not immune to this.


IT professionals use a checklist as a tool for routine server maintenance. Here they list tasks that need to be completed on a regular basis (daily, weekly or monthly) to ensure optimal and continuous performance of each server.



This article contains the following topics:


1. Why a checklist should be used during server maintenance


2. 4 common server maintenance procedures


3. The 7 steps of server maintenance with checklist


4. The benefits of a server maintenance checklist


5. How a digital solution helps with server maintenance



Why is it important to subject servers to maintenance with a checklist?


A server maintenance checklist must cover physical elements and the software of the system. It must also take into account that thorough maintenance requires a lot of time, labor and testing. However, it's worth the effort: checklists help administrators define their goals and keep servers performing and up and running.


A server maintenance checklist helps proactively identify problems before they cause costly and unplanned downtime. These can cripple the continuous operation of the entire business. When a server problem occurs unexpectedly, a checklist also comes into play to minimize potential downtime and prevent recurrence.



4 common server maintenance procedures


Whether performing daily, weekly, monthly or scheduled server maintenance: To maintain optimal server performance, it is necessary to keep a list of items on a checklist that target the following key areas:


  • Operating System/Software - It is necessary to stay current with operating system, application and security updates. This will ensure that bugs are fixed quickly and the system is safe from hacking.


  • Hardware - The temperature, airflow and humidity in the server room must be checked regularly. This should be done to ensure that no dust or dirt is interfering with the airflow.

  • Logs - Logs should be proactively checked to identify indications of impending problems in a timely manner, as these could disrupt operations.

  • User Access - System access by individuals who no longer work for the organization should be disabled. Unauthorized access threatens the company's information security.


Perform server maintenance in 7 steps


Checklists for server maintenance make it easier for administrators to plan and implement all preventative measures. This way, it can be ensured that no task is forgotten and unexpected server downtime occurs.


In general, a server maintenance checklist can be completed in seven simple steps:


1. Step: Develop a maintenance routine


Scheduling maintenance windows for servers is an important task that should not be put off until outages occur. Maintenance frequency depends on the age of the equipment, the data center and the number of servers requiring maintenance. For example, older equipment in server racks should be checked more frequently than new models in modern data centers.


2. Step: Schedule downtime


Server maintenance with a checklist also includes regularly checking system logs for errors or events that require action.


If a log indicates errors with certain server modules, they should be checked and replaced if necessary. In addition, before performing any planned maintenance, always check first to see if firmware, operating system, or application updates are available.


To avoid unnecessary downtime that disrupts overall operations, it should be determined in advance when the system will be taken offline and brought back online. Conventional server maintenance is therefore often carried out at night or on weekends. Virtualized servers are an alternative. Here, applications are temporarily migrated to another server so that they remain available. During this time, maintenance can be performed on the original server.


3. Step: Check lustration paths


Once a server is offline, its external and internal airflow paths should be visually inspected. The server should be removed from the rack for cleaning. Dust buildup and debris blocking airflow should be removed with clean, dry compressed air at a workstation secured against static charge.


4. Step: Test local hard disks


Hard disk problems affect the performance and stability of applications and lead to possible disk errors. Programs designed for this purpose can be used to check the integrity of hard disks and identify and recover bad sectors.


5. Step: Check event logs


In event logs, servers record a variety of incidents. Therefore, every checklist should include a review of system, malware and other event logs. Reporting settings should also be reviewed to determine if the proper alerts and recipients are set up for them. This also includes contact methods. For example, if a critical error occurs outside of business hours, the responsible technician should be notified by more than just email.


6. Step: Test patches and updates


The server's software components must work together, so they are continually patched or updated to fix bugs, improve security, optimize interoperability and improve performance. However, production software should never be automatically updated. Administrators should first check whether a patch or upgrade is required and test the change beforehand for advantages, disadvantages and potential bugs.


7. Step: Record all system changes


During server maintenance, hardware, software or system configuration changes may occur. As administrators complete the server maintenance checklist step-by-step, it is important that they review and record any changes as they will alter the system configuration.


At the end of the server maintenance, it is also important to check all the security settings of the system. Once the server is back online, any system backups or disaster recovery content will then be updated.



Benefits of a server maintenance checklist


Using a server maintenance checklist helps with the following:


  • Making sure all items are covered and issues are recorded and properly addressed

  • Ensure a consistent and systematic process between work shifts and IT teams working around the clock to ensure uninterrupted operation of servers.

  • Provide documentation required for certain certifications according to international standards.

  • Easily schedule waiting windows and plan next server maintenance.


What is Lumiform and how is it used for server maintenance?


Lumiform is a mobile inspection app that helps IT professionals perform scheduled server maintenance checks. Its planning function reminds users when maintenance is due. Administrators can easily track whether or not a trial is actually being performed within the scheduled time window.


Lumiform's mobile app makes it easier to perform server maintenance: Problems are quickly reported and corrective actions are quickly assigned to responsible colleagues. Easy communication with all team members and third parties enables you to improve internal processes and resolve incidents up to four times faster.


With Lumiform, changing process documentation requirements are easier to meet by documenting everything with the mobile app via smartphone or tablet. The system guides through all documentation processes. Clean, transparent documentation helps to avoid costly server downtime.


Lumiform's digital solution offers even more advantages for a server maintenance list:


  • The flexible form construction kit helps to convert individual paper lists for server maintenance into digital checklists within minutes.

  • Generate real-time data via internal processes. This makes quality and safety measurable and the data can be used to optimize processes.

  • The very simple operation offers no margin for error for inspectors on site. The app offers less complexity in documenting or filling out checklists than complicated paper or Excel lists.

  • All audit results are automatically bundled in a report and can be sent to stakeholders.

  • Save time by simplifying the analysis of all data and identifying areas that need special attention more quickly.

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