How to redirect Open Access dashboards following a side-by-side upgrade to v5 – SquaredUp Support

When you run SquaredUp v4 and v5 side-by-side, you can redirect your v4 Open Access links to the v5 Open Access dashboards. This way, users can get the benefits of Open Access on v5, such as the ability to hover over data to get more information.

This redirect only works as long as the v4 application pool is running and SquaredUp v4 is installed. If you remove SquaredUp v4 version, you need to use the new v5 links to access the dashboards.

When upgrading from SquaredUp v4 to v5 the Open Access dashboard IDs remain the same (unlike the upgrade from v3.x to v4.x). This means it is relatively simple to redirect the old v4 Open Access URLs to the new v5 Open Access URLs using the IIS URL Rewrite module.

The IIS URL Rewrite module is installed during the SquaredUp setup, if it not already installed. Alternatively, you can download IIS URL Rewrite module version 2 from Microsoft here. Close and re-open IIS to ensure that the IIS URL Rewrite module loads.

Configuring a redirect to switch traffic from v4 to v5 Open Access dashboards

These instructions apply to the default installation configuration where SquaredUp is installed to an application underneath a website. If you have a different configuration please contact Support.

Open IIS Manager and click on the SquaredUpv4 application (you may have used a different name at installation).
In the main panel, double-click on URL Rewrite.
Click Add Rule(s)... on the right-hand menu.
With Blank rule selected click OK.
Give the rule a name, such as 'Open Access Redirect'.
In the Match URL section copy the following regex into the Pattern box:
```
(OpenAccess\/)([a-z0-9]{10}-[a-z0-9]{4}-[a-z0-9]{4}-[a-z0-9]{4}-[a-z0-9]{12})
```
The regex Pattern value matches the OpenAccess/[Open Access ID GUID] call that is made by the browser when first opening an Open Access dashboard.
In the Action section change the Action type from Rewrite to Redirect.
Copy the following into the Redirect URL box:
```
/squaredupv5/openaccess/{R:2}
```
where squaredupv5 is the application name of your v5 instance.
Change the Redirect type from Permanent (301) to Temporary (307). A Temporary redirect is preferred as it doesn't allow the HTTP Method to be changed as part of the redirect, and it is well supported by different browsers.
The Inbound Rule should look like this:

Pattern: (OpenAccess\/)([a-z0-9]{10}-[a-z0-9]{4}-[a-z0-9]{4}-[a-z0-9]{4}-[a-z0-9]{12})

Action Type: Redirect

Redirect URL: /squaredupv5/openaccess/{R:2}

Redirect type: Temporary (307)
Click Apply on the right-hand menu under Actions.
With the redirect rule now in place. To updates wallboards to show the v5 Open Access dashboards the page should be manually refreshed, or the wallboard rebooted if that is easier. Any old Open Access links that have been emailed or saved should redirect when they are clicked.