How to upgrade Dashboard Server Community Edition
This article concerns upgrading from one minor release of SquaredUp Dashboard Server to another, for example v5.0.1 to the latest release.
For upgrades to the next major version, such as v4 to v5, there are further considerations described in the specific major upgrade article:
Dashboard Server was released with v5. When the next major version is available the article link will be shown here.
If you are using multiple SquaredUp servers using high availability (HA) with a load balancer see Upgrading Dashboard Server when using high availability
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.
Upgrading SquaredUp Dashboard Server
The steps below describe how to carry out a minor upgrade by simply downloading and running the latest installer on the server where Dashboard Server is installed.
You will need to connect to your SquaredUp server. See How to connect to your SquaredUp server
Before upgrading we recommend you backup SquaredUp Dashboard Server (see How to backup and restore Dashboard Server Community Edition).
Download the latest version of Dashboard Server.
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 Dashboard Server 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 Dashboard Server Community Edition using the installer
Complete the installer, and open Dashboard Server.
Login to Dashboard Server.
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 Dashboard Server.
For more information see Dashboard Packs
If you have more than one instance of SquaredUp Dashboard Server, then upgrade the other instances next.
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.