How to install Dashboard Server Community Edition using the installer

Installing Dashboard Server Community Edition takes just 5 minutes. It can be installed on any server and does not require any new databases.

Which installation method should I choose?

There are several options for installing Dashboard Server Community Edition:

Deployment via the Azure Marketplace
Deployment via the AWS Marketplace
Installation via the installer

See:
How to deploy Dashboard Server Community Edition from the Azure Marketplace

How to deploy Dashboard Server Community Edition from the AWS Marketplace

This articles covers how to install Dashboard Server Community Edition for the first time using the installer.

If you have an earlier version of Dashboard Server Community Edition already installed, then the installer will update your installation.

Step by step guides on how to update Dashboard Server Community Edition:

For upgrades to minor versions:

How to upgrade Dashboard Server Community Edition

For upgrades to major versions:

Dashboard Server was released with v5. When the next major version is available the article link will be shown here.

What you need

A downloaded installer
Your Dashboard Server Community Edition license activation key. You will have received this by email following your purchase or free trial.
A server to install on (see below)
A compatible browser (make sure the server's default browser is not set to Internet Explorer)

Dashboard Server works best with the latest versions of Edge, Chrome, Firefox and Safari on desktop & mobile.

On Dashboard Server v5 Internet Explorer is not supported. Older browsers may show a blank page.

A user who is a local administrator on the server.

A restart of the server may be required.

Where to install

Dashboard Server Community Edition can be installed on any Windows Server or Windows 10 machine in your environment. The setup application will automatically install IIS and any other pre-requisites.

As Internet Explorer is not supported, check that another browser is set as the server's default browser (search Windows > default apps).

Here is what we recommend:

Ideally, provision a new server dedicated to hosting Dashboard Server
Alternatively, install it on an existing Web Console Server

For more information, see Server Spec and Sizing.

Run the installer

On the server that you want to run Dashboard Server, run the installer .exe.

Click Next
Accept the License Agreement and click Install.
Prerequisites will be installed if not installed already.
A restart of the server may be required.
If your server has restarted the install should resume when the server restarts, but you may need to click Deploy Dashboard Server from the Start menu.
Click Next to move on to check the deployment location.
Check the installation details and click next.

If SSL is not already configured for the chosen website, then the Configure SSL Binding page will appear. You will need to choose whether you want to configure an SSL certificate.

Existing Certificate	Use this option to choose an existing SSL certificate.
Create Self-Signed Certificate	The installer will create a new self-signed certificate, set to expire after 12 months.
None	This will not configure any SSL bindings. You can configure an appropriate binding manually within IIS later if you wish.

For more information about these options see How to configure TLS/SSL (HTTPS)

Once the deployment is complete click Finish.

Logon to Dashboard Server for the first time

Clicking Launch at the end of the installation will open Dashboard Server Community Edition in a browser.

If it doesn't open automatically browse to the URL for Dashboard Server, which by default on the server is http://localhost/SquaredUpv5 .

If the browser appears blank when browsing to Dashboard Server, ensure the server's default browser is not set to Internet Explorer, which is no longer supported. To check your default browser, search Windows > default apps.

Before you can get started, Dashboard Server Community Edition has to complete some final configuration of your environment, such as activating your license.

Dashboard Server setup wizard

Log in to Dashboard Server as an administrator user.
If you deployed Dashboard Server via the AWS Marketplace, log in to Dashboard Server 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 license.
Paste this key in now, and click Activate. If you have not received a license key please contact SquaredUp 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 license offline (manual activation))
If you have any problems activating see Troubleshooting licensing and activation or contact SquaredUp Support.
Click Import to install a set of pre-built dashboards to help you get started using Dashboard Server.
Setup is now complete and the Getting Started page will be displayed.

Next steps

Take a look at the Dashboard Server Getting Started playlist on YouTube.
Invite users to view a Dashboard Server dashboard: How to share a dashboard
Manage which users can access Dashboard Server: How to manage Named Users
Set up a Dashboard Server administrator(s). To manage Dashboard Server you will need to be a Dashboard Server administrator, see How to make a user a Dashboard Server Community Edition administrator
Give dashboard authors permission to create dashboards. A Dashboard Server 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 Sharing Dashboards with anyone - Open Access
Create your first dashboard: How to create a dashboard

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