Installing Squared Up for the first time

Installing Squared Up takes just 5 minutes. It can be installed on any server and does not require any new databases or SCOM Management Packs.

You’ll probably install Squared Up in a test environment first, so this guide is designed to get you up and running as quickly as possible.

When you’re ready to deploy into production you may have a few questions - such as designing for high availability - which we cover in our Deployment FAQ.

What you need

  • A downloaded installer
  • Your Squared Up license activation key. You will have received this by email following your purchase or free trial
  • A server to install on (see below)
  • The name of your SCOM management server
  • A user who has SCOM admin permissions, and also ideally SQL database admin permissions for the SCOM Data Warehouse

Where to install

Squared Up can be installed on any Windows Server in your environment. The setup application will automatically install IIS and any other pre-requisites, so the only dependency is that the server will need access to your SCOM Management Server and your SCOM Data Warehouse server. (If you want, you can even install in on one of these two servers.)

Here is what we recommend:

  • Ideally, provision a new server dedicated to hosting Squared Up
  • Alternatively, install it on an existing SCOM Web Console Server
  • Else, install it on a SCOM Management Server

For more information, see Server Spec and Sizing Guidelines.

Run the installer

  1. Run the installer .exe that you have downloaded. The welcome screen tells you that there are three stages to the setup: Installation, Deployment and Configuration.

    Welcome To The Squared Up Setup

  2. Click Continue

  3. Accept the License Agreement and click Install.

    Accept the EULA

    Prerequisites will be installed if not installed already.

    Install Prerequisites if required

    Install Prerequisites if required

  4. Click Continue to deploy Squared Up v3. If your server has restarted you may need to click Deploy Squared Up from the Start menu.

    Ready To Deploy

    If you have Squared Up v2 installed then the installer will install v3 alongside the older version, so both work separately to allow you to test v3 before upgrading v2 to v3.

  5. Enter the fully qualified domain name of your SCOM Management server and click Deploy.

    Management Server Address Deployment In Progress

  6. Once the Deployment is complete click Launch.

    DeploymentComplete

Logon to Squared Up for the first time

Clicking Launch at the end of the installation will open Squared Up in a browser. If it doesn’t open automatically browse to the appropriate URL for Squared Up v3, which by default is http://localhost/squaredupv3.

Before you can get started, Squared Up has to complete some final configuration of your environment, such as activating your license and configuring the connection to the SCOM Data Warehouse.

  1. Log in to Squared Up as a SCOM admin user, who is also a SQL sysadmin for the SCOM Data Warehouse database.

    Setup Login Screen

  2. Enter your activation key and click Activate. (You will have received your trial activation key by email).

    Activation Screen

    If your server is not connected to the internet (or the online activation didn’t work because of proxy settings) click offline activation.

  3. Click Setup to configure the connection to the Data Warehouse.

    Data Warehouse Setup Screen

    Squared Up connects to the Data Warehouse to show performance metrics and other data. This page will automatically add the permissions necessary for Squared Up to read the data from the Data Warehouse.

    If you see an error saying the login failed, see this article An error occurred: Cannot open database “OperationsManagerDW” requested by the login. The login failed. Login failed for user

    If the Data Warehouse connection can’t be configured automatically, you can configure the Data Warehouse Permissions Manually

    Data Warehouse Connection Succesful Setup Screen

  4. Click Setup to configure Open Access.

    Open Access Setup

  5. Once Open Access is configured, click Next to continue.

    Open Access Configured

  6. Click Import to import a set of Dashboard Packs to get started. More packs can be installed once the setup is complete.

    Dashboard Packs

  7. Setup is now complete and the Getting Started page will be displayed.

Install the Data on Demand Community Management Packs

If you haven’t already, we recommend you install the Data On Demand Community Management Pack - a SCOM management pack that is freely available to everyone.

The Data On Demand Community Management Pack adds a number of useful SCOM Agent Tasks that can be used in your Squared Up dashboards. In particular, the management pack is required to run discovery in Visual Application Discovery and Analysis (VADA).

Download the management pack here: download.squaredup.com.

If you have queries about how you might deploy Squared Up into your production environment see Deployment FAQ

Next steps

We’ve put together a short guide on some of the best features you’ll want to check out in our Getting Started Guide.

New to Squared Up? Start here?

Getting Started Guide

How to configure the Data Warehouse permissions manually

“Login failed for user” when configuring the Data Warehouse

Who Can Log On To Squared Up

How to make a user a SCOM admin

How to make a user a SQL sysadmin label: How to install Squared Up v3 for the first time keywords: install installing installation installer exe .exe prerequisites rank: 5000