How to backup and restore SquaredUp DS Standalone

If you are using SquaredUp DS with high availability (HA) see Enabling High Availability.

Backing up DS Standalone

You may need to connect to your SquaredUp server (How to connect to your SquaredUp server).

We recommend you stop the SquaredUp DS application pool (How to check and modify the application pool identity) and then backup the entire SquaredUp folder.

Where to find the SquaredUp folder

Name of the SquaredUp folder

The name of the SquaredUp folder is SquaredUpv followed by the product version number.

Location of the SquaredUp folder

If you deployed SquaredUp DS via the Azure or AWS Marketplace:

The default location for the SquaredUp folder is F:\SquaredUpv[Version Number].
For example, for SquaredUp DS Standalone v5 the default location is F:\SquaredUpv5.

If you installed SquaredUp DS using the installer:

The default location for the SquaredUp folder is C:\inetpub\wwwroot\SquaredUpv[Version Number], but a custom location may have been chosen during the installation.
For example, for SquaredUp DS v5 the default folder location is C:\inetpub\wwwroot\SquaredUpv5

If you wish you can just backup the SquaredUpv[Version Number]\User folder, as this is where your specific dashboards and settings are located. Within the User folder the Packages folder contains your user-published dashboards and perspectives and Configuration folder contains your SquaredUp DS configuration settings.

Restoring SquaredUp DS

These steps are for restoring the whole of SquaredUp. For information about restoring individual dashboards see Recycle Bin

1. If you wish to install the latest version of SquaredUp DS:

   Download the latest version of SquaredUp DS and run the installer.

   Get the latest version of DS Standalone

   How to install SquaredUp DS Standalone using the installer

   If you want to redeploy the same version of SquaredUp DS:

   Run the 'Deploy SquaredUp DS Standalone' tool on the Windows Start menu,

2. Log on to SquaredUp DS and complete the setup to configure SquaredUp DS, such as activating your license. If you need an additional activation please contact SquaredUp Support.

3. In IIS stop the SquaredUpv[Version Number] application pool.

4. Restore the SquaredUpv[Version Number]\User folder.

5. Restart the SquaredUpv[Version Number] application pool.

If you restore to a new machine or operating system, you will need to reconfigure any API connections. API connections are encrypted, so any old connections will not be accessible because they cannot be decrypted on the new machine.

Backing up and restoring the HA share

Backup SquaredUp DS on each server as normal (How to backup and restore SquaredUp DS Standalone). No additional actions are required: Any SquaredUp server can rebuild the content of the network share from its local disk data. So backing up individual SquaredUp DS instances (and not the network share) is sufficient.

If the share does have to be recreated, ensure you configure permissions on the share first:

Configure permissions on the share

Before configuring HA it is important to check the permissions on the share itself. The share has its own permissions which cannot be viewed via Windows Explorer, and they always take precedence over the file and folder permissions. If the SquaredUp DS application pool identity (How to check and modify the application pool identity) is not allowed to read and change, then the permissions added to the folders by the  squaredup5 ha command are overridden/ignored by the share, and SquaredUp DS will fail to start with an 'Access denied' error.

In Computer Management check that the SquaredUp DS application pool account has 'Read' and 'Change' permissions to the share itself, as described below:

1. On the machine that hosts the share, click on the Start button > type Computer Management > open Computer Management.
2. Navigate to System Tools > Shared Folders > Shares.
3. Right-click on the SquaredUp share and then on Properties.

4. On the Share Permissions tab, check that all SquaredUp DS application pool accounts have read and change permissions:

   

5. If your servers are using a domain service account as the SquaredUp DS application pool identity (How to check and modify the application pool identity) then this account should be given read and change permissions.

   If your SquaredUp servers are using Network Service as the SquaredUp DS application pool account (How to check and modify the application pool identity), then all the machine accounts for the SquaredUp Primary and Secondary servers should be given permissions, for example, Squpserver01$ and Squpserver02$.

   It should not be necessary to grant full control, and this could pose a security risk.

To restore the files to a new or empty HA share run the HA configuration steps from any SquaredUp server, to copy the files from this server to the share. See Enabling High Availability

To restore to an existing share folder you must delete the file SquaredUp_ds_[version].index, if it exists, in order for the restore to proceed. Restoring will then recreate the SquaredUp_ds_[version].index file on the share.