VMware vSphere 5.0 Upgrade
Contents
Preparing for VMware vSphere 5.0 Upgrade 2
Perform VMware vCenter 5.0 Upgrade 5
Install VMware vSphere Update Manager 7
Install Update Manager Client Plugin-in 12
Import Upgrade Files/Patches and Create Baselines 14
Upgrade VMware ESXi Hosts from 4.1 to 5.0 15
Final Tasks 17
Post vSphere 5 Cleanup 19
Preparing for VMware vSphere 5.0 Upgrade
Gather Required Files
1. Ensure that you have the necessary files at the local site to upgrade to vSphere 5, both for vCenter and the hypervisor
2. Ensure that you have the proper vSphere 5 licenses. You will need the license for vCenter and the ESXi hosts. The 4.1 licenses will not work for 5.0.
Run the vCenter Host Agent Pre-Upgrade Checker
1. Open up the folder and right-click on autorun and select Run as administrator > click Yes
2. At the bottom click on vCenter Host Agent Pre-Upgrade Checker > click the Install button on the right
3. When the wizard opens click Next
4. Select the proper DSN for the vcenter server
5. Select the Use Windows Credentials option > click Next
6. Standard Mode should be selected by default > click Next
7. Click Run precheck
8. Once complete ensure that the Host with errors is listed as 0
9. Click Next > all hosts should show as Passed > click Next > click Finish
Backup the vCenter SSL Certificates
1. Navigate to C:\ProgramData\VMware\VMware VirtualCenter
2. Make a backup of the SSL folder
**For SQL Server** Grant vCenter Service Account Permissions to MSDB (if DB is on separate server)
1. Log into the SQL server
2. Launch SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > Sql Server Management Studio)
3. If needed enter in the server name and choose authentication method > click Connect
4. Expand Databases > expand System Databases
5. Expand msdb > Security > Users
6. Right-click Users and select Add User
7. For the User name enter whichever user you are using to install vCenter
8. For the Login name enter whichever user you are using to install vCenter
9. Under Role Member select db_owner
10. Click OK
Backup the vCenter Database
1. While in SQL Server Management Studio > expand Databases
2. Find the vCenter database
3. Right-click on the vCenter database > select Tasks > select Back Up…
4. Make sure the Backup type is Full
5. Select Disk > click Add…
6. Use the default location and add a filename
7. Click OK > Click OK to start the backup
Perform VMware vCenter 5.0 Upgrade
1. If not already, connect to vCenter server
2. Go to the folder where your installation files are
3. Right-click on autorun.exe and Run as Administrator
4. Click on vCenter Server > click Install
5. Click OK to choose English
6. Click Next > click Next
7. Choose I agree > click Next
8. Enter in the new vCenter 5 license key (if nothing is entered you will be entered into evaluation mode)
9. Click Next
10. The DSN and ODBC driver should be displayed, click Next -- if you receive the following error it is because you have not granted the account you are using for install the db_owner privileges on the msdb database as outlined in the previous section
11. Choose Upgrade existing vCenter Server Database
12. Check the checkbox confirming you have backed up the SSL certificates
13. Click Next
14. Choose Automatic to automatically upgrade the vCenter Agent on all hosts automatically
15. Click Next
16. Enter in the password for the account you are using
17. Ensure the FQDN is correct > click Next
18. Leave the defaults for the destination folders > click Next
19. Leave all the ports at their defaults > click Next
20. Click Next at the inventory service screen
21. Choose an inventory size > click Next
22. Unless needed, leave the checkbox unchecked for the ephemeral ports option
23. Click Install
24. When complete click Finish
Install the new vSphere Client
1. Open up the vSphere client on the server and login
2. You will be prompted to upgrade your client, choose Run The Installer
3. Run through the wizard and click Finish once complete
**For SQL Server Database** Remove Additional Permissions from MSDB
1. Log into SQL server
2. Launch SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > Sql Server Management Studio)
3. If needed enter in the server name and select Authentication method > click Connect
4. Expand Databases > expand System Databases
5. Expand msdb > Security > Users
6. Right-click on user you added earlier
7.
8.
9. > click Delete > click OK to delete user
Install VMware vSphere Update Manager
Before you begin the update manager installation you need to create a new database for update manager
**For SQL Database** Create Update Manager Database
1. Log into the SQL server
2. Launch SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > Sql Server Management Studio)
3. If needed enter in the server name and select an Authentication method > click Connect
4. Right-click on Databases > click New Database…
5. Enter a database name
6. Click OK
7. If Databases is expanded, collapse it
8. Expand Security > Logins
9. Add or select a user you will use to run the update manager service on the vCenter server
10. Select User Mapping from the left pane
11. Find the database you just and check the box in the Map column
12. Select db_owner in the lower pane
13. Click OK
14. Log off of the SQL server
Create a 32bit DSN for Update Manager
1. RDP to vCenter server
2. Click Start > type c:\windows\syswow64 > press Enter
3. Find odbcad32.exe and execute it
4. Click on the System DSN tab
5. Click Add…
6. Scroll down to the bottom and select SQL Server Native Client 10.0
7. Click Finish
8. Enter in a name
9. In the Server box type in the name of your SQL server
10. Click Next
11. Leave the default options on this page > click Next
12. Check the Change the default database to: box
13. Select update manager database you created earlier from the drop-down
14. Click Next
15. Click Finish
16. Click Test Data Source… button and verify TESTS COMPLETED SUCCESSFULLY! Appears > click OK
17. Click OK > click OK to exit the ODBC Data Source Administrator
Install VMware vSphere Update Manager
1. Go to the folder where your installation files are
2. Right-click on autorun and select Run as administrator
3. Click VMware vSphere Update Manager on the left
4. Click Install on the right
5. Click OK to select English
6. Click Next > click Next
7. Accept the license and click Next
8. Uncheck the Download updates from default sources… option if you want
9. Click Next
10. Leave the IP Address and HTTP Port at default
11. Use whatever account you gave access to on the update manager database
12. Click Next
13. Choose Use an existing supported database
14. Choose the 32bit DSN you just created from the drop-down > click Next
15. Click Next
16. Leave all the defaults on the VMware cSphere Update Manager Port Settings screen and click Next
17. Click Next
18. Click Install
19. Once complete click Finish
Change the Log On As Account for Update Manager Services
1. Click Start > type services.msc > press Enter
2. Right-click VMware vSphere Update Manager Service Properties > click Properties
3. Select the Log On tab
4. Choose the This Account option and enter the account you gave permission to on the update manager database > Click OK
5. You are prompted to restart the service after clicking OK then restart the service
6. Right-click VMware vSphere Update Manager UFA Service Properties > click Properties
7. Select the Log On tab
8. Choose the This Account option and enter the account you gave permission to on the update manager database > Click OK
9. You are prompted to restart the service after clicking OK then restart the service
Install Update Manager Client Plugin-in
As a prerequisite you must have the latest version of the vSphere Client loaded on your workstation (vSphere Client 5). If you don’t have it already, logging into vSphere using an older client should prompt you to install the new one
1. Open up the vSphere client and login
2. From the top menu click Plug-ins > click Manage Plug-ins…
3. At the bottom under Available Plug-ins find the VMware vSphere Update Manage Extension > click the Download and Install… hyperlink
4. Click Run on the Open File dialog box
5. Click OK to select English
6. Click Next in the wizard
7. Agree to the license > click Next
8. Click Install
9. Click Finish once complete
10. Click Close on the Plug-in Manage window
11. Close and re-open the vSphere Client and you will now see the Update Manager tab
12. If the Update Manager tab is not showing up click on the Plug-ins menu > click Manage Plug-ins…
13. Find the vSphere Update Manager plug-in and if it is disabled, right-click the plug-in and click Enable
Import Upgrade Files/Patches and Create Baselines
In this section you will upgrade the ESXi hosts from version 4.1 to version 5.0 using vSphere Update Manager
Import ESXi Image into Update Manager
1. RDP to vCenter server
2. Login to vSphere using the vSphere client
3. Click View > Solutions and Applications > Update Manager
4. Click on the ESXi Images tab
5. Click on the Import ESXi Image… hyperlink
6. Click Browse
7. Find the ISO file for vSphere 5
8. Click Next
9. Once the you see the upload is successful click Next
10. Enter in a name for the baseline
11. Click Finish
12. The import automatically creates a new Host baseline. Click on the Baselines and Groups tab to verify you see the new baseline (will have the name you entered in step 10)
Upgrade VMware ESXi Hosts from 4.1 to 5.0
1. Click View > Inventory > Hosts and Clusters (or press Ctrl+Shift+H)
2. Click on the virtual Datacenter object
3. Click the Update Manager tab
4. Right-click in the Attached Baselines pane and click Attach…
5. Under the Upgrade Baselines place a check next to the baseline that was created when you imported the ESXi image
6. Click Attach
7. Click the Remediate… button
8. Accept the license agreement > click Next
9. If you have third-party software installed (such as CIM) check the checkbox to Remove installed third-party software > click Next
10. Enter a task name if you wish
11. Under Remediate Time choose Immediately (if you want to schedule if for later choose At Time: and select a date/time)
12. Click Next
13. On the Maintenance Mode Options page check the Disable any removable media devices connected to the virtual machines on the host checkbox > click Next
14. Click Next
15. Click Finish
Monitor progress until complete. If an error occurs and remediation fails diagnose the error(s)
Configure all Virtual Machines for VMware Tools Upgrade
1. Click View > Inventory > VMs and Templates (or press Ctrl+Shift+V)
2. Click on the Datacenter object in the left pane (or whichever object you’d like)
3. In the right pane click the Update Manager tab
4. Click on the VMware Tools upgrade settings button
5. Click on the checkbox next to the Name column
6. Uncheck all that have a type of Template
7. Click Apply
At this point you may get in an in your tasks pane, but you can ignore it
Final Tasks
1. Click View > Inventory > Hosts and Clusters (or press Ctrl+Shift+H)
2. Select the first host you upgraded
3. Click the Configuration tab on the right
4. Click the Licensed Features hyperlink
5. Click the Edit hyperlink
6. Choose the Assign a new license key to this host option
7. Click Enter Key
8. Enter in the vSphere 5 license key
9. Click OK > click OK
10. The vSphere 5 Upgrade is now complete
Post vSphere 5 Cleanup
Delete the vCenter SSL Certificates Backups
1. Navigate to C:\ProgramData\VMware\VMware VirtualCenter
2. Delete the backup SSL folder you created prior to the upgrade
Remove the old vSphere Client
1. Click Start > click Control Panel
2. Click Programs and Features (or Uninstall a Program depending on your view)
3. Scroll down and click VMware vSphere Client 4.1 > click Uninstall
4. Click Yes to “Are you sure…” dialog
5. Click Yes to UAC warning
6. Once it’s complete close Programs and Features
Remove Installation Files
1. Delete your installation files
Custom Roles: Update vSphere Permiossions as needed
1. Click View > Administration > Roles (or press Ctrl+Shift+R)
2. Right-click on the role you want to edit and select Edit Role…
3. Place checks in the following checkboxes as needed:
- Datastore Cluster
- ESX Agent Manager
- Profile-driven storage
- VMware vSphere Update Manager (if not already checked)
- vService
4. Click OK
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