How to upgrade SquaredUp Dashboard Server
This article concerns upgrading from one minor release of SquaredUp Dashboard Server to another, for example v5.0.1 to the latest release.
If you have an earlier version of SquaredUp Dashboard Server already installed, then the installer will upgrade your installation:
Upgrades to a minor version, such as v5.0.1 to v5.1, 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
Upgrading SquaredUp Dashboard Server
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 SquaredUp (see How to install SquaredUp Dashboard Server using the installer).
You will need to connect to your SquaredUp server. See How to connect to your SquaredUp server
If you have more than one instance of SquaredUp Dashboard Server, then you will need to upgrade each in turn, taking care to select the correct instance each time.
Before upgrading we recommend you backup SquaredUp Dashboard Server (see How to backup and restore SquaredUp Dashboard Server).
Download the latest version of SquaredUp.
Run the installer that you have downloaded.
You are warned that a restart of the server may be required. Click Next to continue.
Accept the Licence Agreement and click Install.
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 automatically chooses the appropriate install type:
In-Place - If the installer detects a version of SquaredUp Dashboard Server is already installed then it will default to an In-Place upgrade, meaning that it will upgrade the current instance.
For example, if you already have v5.0.1 installed and you want to upgrade to v5.1, you should leave the install type as the default of In-place.
If you do not wish to upgrade the existing installation you can click edit and choose New installation. See How to install SquaredUp Dashboard Server using the installer
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.
See Upgrading SquaredUp when using high availability