How to deploy SquaredUp Dashboard Server from the AWS Marketplace
What you need
- An account that can deploy applications.
Where to deploy
- The AWS Marketplace deployment will create a Windows EC2 instance with the minimum requirements and lead you through the configuration process.
What we create
- An EC2 instance with IIS, a small data disk, a public IP address, and our web application installed and ready to setup.
- SquaredUp has a number of prerequisites that will be automatically installed by the setup process (e.g. the IIS Web Server role)
Register and we will email you a free forever license to get you started: Dashboard Server free licence
Browse to the AWS Marketplace and search for 'SquaredUp Dashboard Server'.
Click on Continue to Subscribe then continue to log in and subscribe (unless someone in your organisation has already done so).
You will need to launch a new instance using the SquaredUp Dashboard Server AMI. There are various different routes to launching a new instance, and there are some key points to complete which are described in the next steps.
You can launch a new instance from the AWS Marketplace by clicking View Subscription > Launch new instance.
Or from the AWS management console you can click Launch a virtual machine and then choose the SquaredUp DS AMI from My AMIs.
HTTPS: You need to add HTTPS port 443 to the Security Group you use with the instance. If this isn't shown as a stage during the launch you can add it afterwards from the instance summary Security > Security Groups. Click on the security group name > Edit inbound rules > Add rule for HTTPS.
This option automatically adds the 0.0.0.0/0 IPv4 CIDR block as the source. This is only acceptable for a short time in a test environment, but it is not safe in production environments where you should authorise only a specific IP address or range of addresses to access your instances.
New Key Pair: You will be asked to create, name and download a new key pair. This is a file which can be used to securely access your instance instead of a DNS name and password. This option may be shown after clicking Launch. If given the option you should choose .pem file.
See AWS - Key Pairs
Once the instance has been launched you can click View instances and see that it is initializing, this will take about 5 minutes.
Once the Status check says checks passed then the instance is ready to use.
Open SquaredUp for the first time
Open the Amazon EC2 console at https://console.aws.amazon.com/ec2/
In the navigation pane, select Instances or search for 'instances'.
Click on the Instance ID to view the instance summary.
If you have not already done so you will need to add the HTTPS port from Security > Security Groups. Click on the security group > Edit inbound rules > Add rule for HTTPS
On the Connect to instance page, click RDP client and then Get password.
Click Browse and navigate to the private key file you created when you launched the instance. Select the file and click Open to copy the entire contents of the file to this page.
Click Decrypt Password. The console displays the default administrator password for the instance in Password, replacing the Get password link shown previously. Save the password in a safe place. You need this password to connect to the instance.
Go back to the Instance summary view. Select Open Address under the Public IPv4 DNS (not Public IPv4 address).
If you are using a self-signed SSL certificate so you will see a browser warning and will need to explicitly agree to proceed. In Chrome this is done by clicking Advanced.
On the SquaredUp login screen enter the username as administrator and use the password you decrypted and saved.
SquaredUp setup wizard
Complete the SquaredUp setup wizard to finish the final configuration of your environment, which includes activating your licence.
Log in to SquaredUp as an administrator user.
If you deployed SquaredUp via the AWS Marketplace, log in to SquaredUp as administrator and the password you decrypted from the AWS console.
You will have received your activation key by email following your request for your Dashboard Server free forever licence.
Paste this key in now, and click Activate. If you have not received a licence key please contact Support.
If your server is not connected to the internet (or the online activation didn't work because of proxy settings) click offline activation (see How to activate your licence offline (manual activation))
Click Import to install a set of pre-built dashboards to help you get started using SquaredUp.
Setup is now complete and the Getting Started page will be displayed.
- Take a look at the Dashboard Server Getting Started playlist on YouTube.
- Invite users to view a SquaredUp dashboard: How to share a dashboard
- Manage which users can access SquaredUp: How to manage Named Users
- Set up a SquaredUp administrator(s). To manage SquaredUp you will need to be a SquaredUp administrator, see How to make a user a SquaredUp Dashboard Server administrator
- Give dashboard authors permission to create dashboards. A SquaredUp administrator will need to give users or groups author permission to a Team Folder, within which they can create and edit dashboards. See Team Folders
- Get access to your API data: How to add a Web API provider
- Configure Open Access dashboards. Open Access enables easy sharing of dashboards, that do not require authentication to view. See What is Open Access?
- Create your first dashboard: How to create a dashboard
Troubleshooting SquaredUp deployment
Submit a request
If configuration fails, a large volume of diagnostic text will be produced, followed by a red failure message. If you experience this, please submit a request and we can help diagnose the cause.
Note that the diagnostic text may reveal sensitive details - such as your username, installed AD applications and IDs. Please be conscious of this when sending us details - for example, it is not appropriate to send us this text over email.