How to upgrade SquaredUp DS for SCOM (in-place)

Upgrading to v6, or from one minor release to another (e.g. v5.1 to v5.2), defaults to an In-place upgrade, as covered by this article.

You can upgrade to v6 from any version of v5. When upgrading from v4.x we recommend you have the latest version of SquaredUp DS v4 installed. Download the latest v4 version here.

Upgrades to v4 or v5 default to a side-by-side install and there are further considerations described in the specific upgrade article:

• How to migrate from SquaredUp DS for SCOM v3 to v4
• How to migrate from SquaredUp DS for SCOM v4

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

Carrying out an In-place upgrade

The steps below describe how to carry out an In-place by simply downloading and running the latest installer on the server where SquaredUp DS is installed.

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

   Any changes made to the web.config such as adding Proxy configuration, will be lost during the upgrade. We recommend taking a backup of this file, so that it can be restored afterwards.

   Find the web.config file located in the SquaredUp DS folder.

   Where to find the SquaredUp folder

   Name of the SquaredUp folder

   The default name of the SquaredUp folder is SquaredUp for v6 and above.

   For v5 it is SquaredUpv5, and for v4 SquaredUpv4.

   Location of the SquaredUp folder

   A custom location may have been chosen during the installation.

   The default location for the SquaredUp folder is C:\inetpub\wwwroot\SquaredUp

   For v5 it is C:\inetpub\wwwroot\SquaredUpv5 and for v4 C:\inetpub\wwwroot\SquaredUpv4.

   Create a backup of the web.config file by copy and pasting the file to a different location.

2. Download the latest version of SquaredUp DS.

   Get the latest version of SquaredUp DS for SCOM

3. Run the installer that you have downloaded.
4. 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.

   

   Editing the deployment type - side-by-side, in-place or new installation

   Click edit on the Deployment Type screen if you wish to change the install:

   • Side-by-side - This migrates your dashboards to a new instance of the new version, but leaves your old instance as it is.
   • In-place - This upgrades your old instance to the version you are installing. It is not possible to revert or rollback to your old version.
   • New installation - This will install a separate instance of the new version which does not use any dashboards from your old instance. See How to install SquaredUp DS for SCOM

   For important information about migrating from older versions see
   • How to migrate from SquaredUp DS for SCOM v3 to v4
   • How to migrate from SquaredUp DS for SCOM v4
5. Complete the installer, and open SquaredUp DS.
6. Login to SquaredUp DS.
7. Any Open Access dashboards you have will be refreshed, after any upgrade.
8. When you upgrade to SquaredUp DS v4.6 and above any upgraded dashboard packs will be imported.
   If you haven't made any changes to the dashboards or perspectives being upgraded then they will be overwritten automatically.
   If changes have been made to the dashboards or perspectives 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 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