This article concerns upgrading from one minor release of SquaredUp Dashboard Server to another, for example or v5.0.5 to v5.1.
If you have an earlier version of SquaredUp for Dashboard Server already installed, then the installer will upgrade your installation:
- Upgrades to a minor version, such as v5.0.5 to v5.1, or v5.1 to v5.1.1, are covered by this article.
If you are using multiple SquaredUp servers using high availability (HA) with a load balancer see Upgrading SquaredUp when using high availability.
To carry out a minor upgrade you simply run the new installer .exe that you have downloaded on the server where SquaredUp is installed.
The installer will run through a similar process to when you first installed.
- Before upgrading we recommend you backup SquaredUp.
- Download the latest version of SquaredUp Dashboard Server.
- Run the installer that you have downloaded.
Leave the default install type as In-Place. Check the correct SquaredUp instance is going to be upgraded. You can click edit to see more details.
The installer will default to an in-place upgrade:
In-Place - If a release of the same major version is already installed the installer will default to an In-Place upgrade, meaning that it will upgrade the current v5 instance.
For example, if you already have v5.0.5 installed and you want to upgrade to v5.1, you should leave the install type as the default of In-place.
Side-By-Side - For major upgrades, for example from v5 Dashboard Server to, say in the future, v6 Dashboard Server, you may like to perform a side-by-side upgrade.
- Complete the installer, and open SquaredUp.
- Login to SquaredUp.
- Any Open Access dashboards you have will be refreshed, after any upgrade.
Any upgraded dashboard packs will be imported.
If you haven't made any changes to the dashboards being upgraded then they will be overwritten automatically.
If changes have been made to the dashboards in the upgraded packs then you will be shown a Conflicts Detected page when logging in to SquaredUp.
For more information see Dashboard packs.
If you have configured high availability (HA)
If you are using multiple SquaredUp servers using high availability (HA) with a load balancer there are some important considerations to be aware of.