How to upgrade SquaredUp DS Standalone

This article concerns upgrading from one release of SquaredUp DS Standalone to another, for example v5.0.1 to the latest release.

If you are using multiple SquaredUp servers using high availability (HA) with a load balancer see Enabling High Availability.

If you have more than one instance of SquaredUp DS Standalone, then you will need to upgrade each in turn, taking care to select the correct instance each time.

Upgrading SquaredUp DS Standalone

The steps below describe how to carry out a minor upgrade by simply downloading and running the latest installer on the server where SquaredUp DS is installed.

You will need to connect to your SquaredUp server. See How to connect to your SquaredUp server

1. Before upgrading we recommend you backup SquaredUp DS Standalone (see How to backup and restore SquaredUp DS Standalone).

2. Download the latest version of SquaredUp DS.

   Get the latest version of DS Standalone

3. Run the installer that you have downloaded.

4. You are warned that a restart of the server may be required. Click Next to continue.

5. Accept the License Agreement and click Install.

6. Leave the default install type as In-Place. Check the correct SquaredUp DS 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 DS Standalone 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 SquaredUp DS Standalone using the installer

7. Complete the installer, and open SquaredUp DS.

8. Login to SquaredUp DS.

9. Any Open Access dashboards you have will be refreshed, after any upgrade.

10. 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 SquaredUp DS.

    For more information see Dashboard Packs

If you have more than one instance of SquaredUp DS Standalone, 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.

See Enabling High Availability