VMware VCENTER SERVER 4.0 - UPGRADE GUIDE UPDATE 1 Spécifications

vSphere UpgradevSphere 5.0 Update 1This document supports the version of each product listed andsupports all subsequent versions until the document is

See Chapter 6, “Upgrading and Migrating Your Hosts,” on page 77. vSphere 5.0.1 provides severalways to upgrade hosts:nUse vSphere Update Manager to pe

The wizard workflows prevent erroneous upgrade sequences. For example, the wizard prevents you fromupgrading virtual machine hardware before you upgra

Within a cluster, you should select to temporarily disable HA admission control to allow vMotion toproceed, in order to prevent downtime of the machin

5 Create a Host Baseline Group on page 106You can combine one host upgrade baseline with multiple patch or extension baselines, or combinemultiple pat

3 (Optional) Select Retry entering maintenance mode in case of failure, specify the retry delay, and thenumber of retries.If a host fails to enter mai

2 Select the check boxes for features that you want to disable or enable.Option DescriptionDistributed Power Management(DPM)VMware DPM monitors the re

PrerequisitesConnect the vSphere Client to a vCenter Server system with which Update Manager is registered, and onthe Home page, click Update Manager

5 After the file is uploaded, click Next.6 (Optional) Create a host upgrade baseline.a Leave the Create a baseline using the ESXi image selected.b Spe

Attach Baselines and Baseline Groups to ObjectsTo view compliance information and remediate objects in the inventory against specific baselines andbas

3 Select the types of updates to scan for.You can scan for either Patches and Extensions or Upgrades.4 Click Scan.The selected inventory object and al

To remediate a host against an upgrade baseline, attach the baseline to the host.Review any scan messages in the Upgrade Details window for potential

How vSphere 5.0 Differs fromvSphere 4.x 2vSphere 5.0 is a major upgrade from vSphere 4.x.The following changes from vSphere 4.x affect vSphere install

12 (Optional) Select Disable any removable media devices connected to the virtual machine on the host.Update Manager does not remediate hosts on which

Remediate Hosts Against Baseline GroupsYou can remediate hosts against attached groups of upgrade, patch, and extension baselines. Baselinegroups migh

12 On the Host Remediation Options page, from the Power state drop-down menu, you can select thechange in the power state of the virtual machines and

Option DetailsDisable Fault Tolerance (FT) if it isenabled for the VMs on the selectedhosts.If FT is turned on for any of the virtual machines on a ho

nVerify that the server hardware clock is set to UTC. This setting is in the system BIOS.nESXi Embedded must not be on the host. ESXi Installable and

For a scripted installation, upgrade, or migration, you must use the supported commands to create a script.and edit the script to change settings that

Example: Boot OptionYou type the following boot options:ks=http://00.00.00.00/kickstart/ks-osdc-pdp101.cfg nameserver=00.00.0.0 ip=00.00.00.000 netmas

Table 6‑5. Boot Options for ESXi Installation (Continued)Boot Option Descriptionnetmask=subnet maskSpecifies subnet mask for the network interface th

Clears any existing partitions on the disk. Requires install command to be specified.--drives=Remove partitions on the specified drives.--alldrivesIgn

You can change the order of the disks by using a comma separated listappended to the argument. If you provide a filter list, the default settings areo

Installer cachingInstead of using a binary image to install the system, whatever bits wereused at boot time are cached to the system. This caching red

--overwritevmfsInstall ESXi if a VMFS partition exists on the disk, but no ESX or ESXiinstallation exists. Unless this option is present, the installe

nTurkishnUS DvoraknUkraniannUnited Kingdomnetwork (optional)Specify a network address for the system.--bootproto=[dhcp|static]Specify whether to obtai

part or partition (optional)Creates an additional VMFS datastore on the system. Only one datastore per disk can be created. Cannot beused on the same

2 Network storage (remote)3 USB disks (usb)You can change the order of the disks by using a comma separated listappended to the argument. If you provi

%firstbootCreates an init script that runs only during the first boot. The script has no effect on subsequent boots. Ifmultiple %firstboot sections ar

Disk Device NamesThe install, upgrade, and installorupgrade installation script commands require the use of disk devicenames.Table 6‑6. Disk Device N

Install, Upgrade, or Migrate ESXi from a CD or DVD Using a ScriptYou can install, upgrade, or migrate ESXi from a CD/DVD drive using a script that spe

3 Type a boot option that calls the default installation or upgrade script or an installation or upgradescript file that you created.The boot option h

3 Type a boot option that calls the default installation or upgrade script or an installation or upgradescript file that you created.The boot option h

Reprovision Hosts with Simple Reboot OperationsA simple reboot of a host that is provisioned with Auto Deploy requires only that all prerequisites are

System Requirements 3Systems running vCenter Server and ESXi instances must meet specific hardware and operating systemrequirements.If you are using A

Procedure1 At the PowerShell prompt, run the Connect-VIServer PowerCLI cmdlet to connect to the vCenter Serversystem that Auto Deploy is registered wi

3 When prompted, provide the user input.You can now direct the host to exit maintenance mode.The user input information is saved in an answer file. Th

What to do nextnUpgrade existing hosts to use the new host profile by performing compliance test and repair operationson those hosts. See “Test and Re

Upgrading Hosts by Using esxcli CommandsUsing the vSphere CLI, you can patch ESXi 5.0 hosts.You cannot use esxcli commands to upgrade version 4.x ESX

The acceptance level of all VIBs on a host must be at least as high as the host acceptance level. For example,if the host acceptance level is VMwareAc

When you specify a target server by using --server=server_name in the procedure, the specified serverprompts you for a user name and password. Other c

Procedure1 Check whether the VIB or image profile that you want to install requires the host to be placed inmaintenance mode or to be rebooted after t

2 Run one of the following commands for each virtual machine to power off all virtual machines runningon the ESXi host.Option CommandTo have the syste

3 Update the existing VIBs to include the VIBs in the depot or install new VIBs.Option DescriptionUpdate VIBs from a depotaccessible by URLesxcli --se

3 Update the existing image profile to include the VIBs or install new VIBs.IMPORTANT The software profile update command updates existing VIBS with

nESXi supports a broad range of x64 multicore processors. For a complete list of supported processors,see the VMware compatibility guide at http://www

nDetermine whether the update requires the host to be in maintenance mode or to be rebooted. Ifnecessary, place the host in maintenance mode.See “Dete

5 Remove the VIB.esxcli --server=server_name software vib remove --vibname=nameSpecify one or more VIBs to remove in one of the following forms:nnamen

2 Review the output that is returned.The output shows which VIBs will be installed or removed and whether the installation or updaterequires a reboot.

Errors and Warnings Returned by the Installation and Upgrade Precheck ScriptThe installation and upgrade precheck script runs tests to identify proble

Table 6‑9. Error and Warning Codes That Are Returned by the Installation and Upgrade Precheck Script(Continued)Error or Warning DescriptionPARTITION_

nOn the VMware Web site, log in to your account page to access the license portal. From the licenseportal, upgrade your ESXi license. Use the vSphere

Procedure1 From the vSphere Client, select the host in the inventory.2 Click the Configuration tab.3 Under Software, click Licensed Features.4 Click E

Upgrading Virtual Machines 7After you perform an ESX/ESXi upgrade, VMware recommends that you upgrade all the virtual machinesthat reside on the host.

n“Perform an Automatic Upgrade of VMware Tools,” on page 162n“Upgrade VMware Tools on Multiple Virtual Machines,” on page 163n“Configure a Virtual Mac

For Windows and Linux guest operating systems, you can configure the virtual machine to automaticallyupgrade VMware Tools. Although the version check

ESXi Booting RequirementsvSphere 5.0 supports booting ESXi hosts from the Unified Extensible Firmware Interface (UEFI). With UEFIyou can boot systems

Virtual Machine Hardware VersionsThe hardware version of a virtual machine reflects the virtual machine's supported virtual hardwarefeatures. The

Perform an Orchestrated Upgrade of Virtual Machines with vSphereUpdate ManagerAn orchestrated upgrade of virtual machines allows you to upgrade VMware

3 Under Baseline Type, select VA Upgrade, and click Next.4 On the Upgrade Options page, select Vendor and Appliance options from the respective drop-d

2 In the New Baseline Group wizard, under Baseline Group Type, select Virtual Machines and VirtualAppliances Baseline Group.3 Enter a name for the bas

5 In the Attach Baseline or Group window, select one or more baselines or baseline groups to attach tothe object.If you select one or more baseline gr

2 Select the type of object for which you want to view compliance information.For example, Hosts and Clusters or VMs and Templates.3 Select an object

c Enter a name and optionally a description for the snapshot.d (Optional) Select the Take a snapshot of the memory for the virtual machine check box.9

Manually Install or Upgrade VMware Tools in a Windows VirtualMachineAll supported Windows guest operating systems support VMware Tools.Install the lat

What to do next(Recommended) If you upgraded VMware Tools as part of a larger, system-wide upgrade, next upgrade tothe newest virtual hardware version

5 If the VMware Tools virtual CD-ROM image is not mounted, mount the CD-ROM drive.a If a mount point directory does not already exist, create it.mkdir

Table 3‑1. Recommendations for Enhanced PerformanceSystem Element RecommendationRAM ESXi hosts require more RAM than typical servers.VMware recommend

What to do next(Recommended) If you upgraded VMware Tools as part of a larger, system-wide upgrade, next upgrade tothe newest virtual hardware version

9 Follow the instructions at the end of the script.Depending on the features you use, these instructions can include restarting the X session, restart

What to do next(Recommended) If you upgraded VMware Tools as part of a larger, system-wide upgrade, next upgrade tothe newest virtual hardware version

2 (Optional) In the Advanced Options field, enter advanced options for the guest operating system.Option DescriptionMicrosoft Windows GuestOperating S

Configure a Virtual Machine to Upgrade VMware Tools AutomaticallyYou can configure a virtual machine to check for and apply VMware Tools upgrades each

Upgrade Virtual HardwareYou can upgrade the hardware version of virtual machines to the latest version of ESXi. For virtualmachines that are running o

6 For Windows guest operating systems, reboot the guest operating system to make the changes takeeffect.The virtual hardware version is 8 on the VM Ve

nLog in to the guest operating system.ProcedureuUse the appropriate operating-system-specific procedure to uninstall VMware Tools.Operating System Act

vSphere Upgrade168 VMware, Inc.

Example Upgrade Scenarios 8Upgrade scenarios for vSphere 4.1 include cases with and without clustered hosts, hosts that you upgradeon the same machine

Hosts running virtual machines with 64-bit guest operating systems have the following hardwarerequirements:nFor AMD Opteron-based systems, the process

c Take a full backup of the vCenter Server database. See your database documentation.d Back up the vCenter Server SSL certificates.The downtime requir

nIf your environment has vCenter Guided Consolidation, uninstall it before upgrading.1 Run the vCenter Host Agent Pre-Upgrade Checker.See “Run the vCe

nIf your environment has vCenter Guided Consolidation, uninstall it.nRun the vCenter Host Agent Pre-Upgrade Checker. See “Run the vCenter Host Agent P

nVerify that empty host storage is sufficient to hold a portion of your production virtual machines.Ideally, the storage is large enough to hold all o

The following process shows the upgrade path.1 If you are not using a SQL Server Express database installed on the same machine as vCenter Server,crea

6 Reboot the hosts, enter the BIOS, and reconfigure the hosts to boot from the network.See the information about Auto Deploy in the vSphere Installati

vSphere Upgrade176 VMware, Inc.

IndexSymbols%include command 117%post command 117%pre command 117Numerics64-bitmoving to 45–47, 173upgrading vCenter Server to 4364-bit DSN requi

datastore names and vCenter Serverupgrades 39datastore permissionsupgrade 69upgrading 67datastores, privileges 68DB2 34depot, software 133DHCP,

installation scriptcustomized in ISO image 91path to 117supported locations 117installing, VirtualCenter Server 64installing ESXi, scripted 114in

Table 3‑3. Recommended JVM Heap Settings for vCenter ServervCenter ServerInventoryVMware VirtualCenterManagement Webservices(Tomcat) Inventory Servic

postupgrade considerations 144postupgrade considerations for vCenterServer 61pre-upgrade checker, for vCenter Agent 37privileges, datastores 68pro

network permissions 67stage 1 27, 38stage 4 148Update Manager 73Update Manager Client 75Update Manager server 73vCenter Server 27vCenter Server

install and upgrade 147, 148upgrade procedure 175VMware Tools installationLinux (tar installer) 158Microsoft Windows 157NetWare (tar installer) 1

Table 3‑5. Recommended JVM Heap Settings for VMware vCenter Server AppliancevCenter ServerAppliance InventoryVMware VirtualCenterManagement Webservic

vSphere Upgrade2 VMware, Inc.You can find the most up-to-date technical documentation on the VMware Web site at:http://www.vmware.com/support/The VM

Processing requirements are listed in terms of hardware CPU cores. Only physical cores are counted. Inhyperthreaded systems, logical CPUs do not count

vCenter Server requires the Microsoft .NET 3.5 SP1 Framework. If it is not installed on your system, thevCenter Server installer installs it. The .NET

Table 3‑11. Recommended Minimum Size and Rotation Configuration for hostd, vpxa, and fdm Logs.Log Maximum Log File SizeNumber of Rotations toPreserve

Table 3‑12. Ports Required for Communication Between Components (Continued)Port Description636 For vCenter Server Linked Mode, this is the SSL port o

Table 3‑13. Ports Required for the vCenter Server Appliance (Continued)Port Description8443 Web Services HTTPS. Used for the VMware VirtualCenter Man

DNS Requirements for vSphereYou install vCenter Server, like any other network server, on a machine with a fixed IP address and well-known DNS name, s

Table 3‑15. Minimum Hardware RequirementsHardware RequirementsProcessor Intel or AMD x86 processor with two or more logical cores, each with a speed

Upgrading to vCenter Server 5.0 4The upgrade to vCenter Server includes a database schema upgrade and an upgrade of vCenter Server 4.x.This chapter in

Table 4‑1. Upgrading vCenter Server ComponentsProduct Component DescriptionvCenter Server,vSphere Client, andvSphere Web ClientVI Client 1.x Not supp

Table 4‑1. Upgrading vCenter Server Components (Continued)Product Component DescriptionESX/ESXi 4.1 host Update to 4.1 Update 1 or later before upgra

ContentsAbout vSphere Upgrade 5Updated Information 7 1About the Upgrade Process 9 2How vSphere 5.0 Differs from vSphere 4.x 11 3System Requirements 13

4 Stop the VMware VirtualCenter Server service.5 Run the vCenter Host Agent Pre-Upgrade Checker, and resolve any issues that the Pre-UpgradeChecker fi

nMake sure that SSL certificate checking is enabled for all vSphere HA clusters. If certificate checking isnot enabled when you upgrade, HA will fail

nPerform a complete backup of the VirtualCenter Server or vCenter Server database before you begin theupgrade. The VirtualCenter 2.5 database schema i

Prerequisites for Oracle DatabasesnTo use a newly supported Oracle database, such as Oracle 11g, you do not need to perform a cleaninstallation of vCe

Table 4‑2. Configuration Notes for Databases Supported with vCenter ServerDatabase Type Configuration NotesIBM DB2 If the database is not local to th

Table 4‑3. vCenter Server Upgrade, Migration, or Update Scenarios for Each Database TypeDatabase TypeSupported in vCenterServer 5.0.x Supported Upgra

nMake sure that the vCenter Server computer name is updated in the domain name service (DNS).Ping the computer name to test this connection. For examp

During a vCenter Server upgrade, the existing agent software is uninstalled and the updated agent softwareis installed in its place. If the upgrade fa

2 Take one of the following actions to start the Pre-Upgrade Checker.nIn the installation package or on the DVD, navigate to \vpx\agentupgradecheck an

Download the vCenter Server InstallerYou must download the installer for vCenter Server, the vSphere Client, and associated vCentercomponents and supp

7Upgrading Virtual Machines 147About VMware Tools 148About Virtual Machines and Host Upgrades 149Virtual Machine Hardware Versions 150Perform an Orch

Microsoft SQL Database Set to Unsupported Compatibility Mode CausesvCenter Server Installation or Upgrade to FailvCenter Server installation with a Mi

Updating Version 3.5 Hosts in High Availability Clusters Before UpgradingvCenter ServerBefore you upgrade vCenter Server to version 5.0, make sure tha

PrerequisitesnSee “Prerequisites for the vCenter Server Upgrade,” on page 30 for requirements for the vCenter Serversystem and for the database.nDownl

9 Select the account for the vCenter Service to run in.Option DescriptionSYSTEM AccountSelect the Use SYSTEM account checkbox, type the fully qualifie

nLicense.nDatabase data for a bundled SQL Server Express database only.If VMware vCenter Update Manager or vCenter Orchestrator is installed on the sa

Back Up and Move a Local vCenter Server DatabaseBefore you upgrade vCenter Server, back up the vCenter Server database. Migrating vCenter Server with

Procedure1 On the source machine, stop the VirtualCenter service.a Select Start > Control Panel > Administrative Tools > Services.b Right-cli

2 In the SQL Server Management Studio, open the Databases directory.3 Right-click the source database and select Tasks > Detach.4 Select the databa

The original database is restored onto the new machine, which you can use for the upgrade tovCenter Server 5.0.What to do nextSee “Back Up VirtualCent

9 Enter the following backup image information.a Enter the file system media type.b Click Add and browse to the file location on the destination machi

About vSphere UpgradevSphere Upgrade describes how to upgrade or migrate to vSphere 5.0 Update 1.To learn how to simplify and automate your datacenter

Table 4‑5. restore Command Variables (Continued)Variable DescriptionTargetAlias The alias for the new database.LogsLocation The directory where log f

nIf you are using a bundled database for VirtualCenter 2.5 Update 6 or later or vCenter Server 4.x, makesure that named pipes are not disabled and tha

3 Test the connectivity.The system now has a DSN that is compatible with vCenter Server. When the vCenter Server installerprompts you for a DSN, selec

nEnsure that the VIM_SQLEXP or SQLEXP_VIM databases do not exist on the destination machine.These databases might be left after you uninstall vCenter

13 Select the size of your vCenter Server inventory to allocate memory for several Java services that areused by vCenter Server.This setting determine

nEnsure that the destination vCenter Server machine has access to all other systems that it must connectto, such as the domain server, Windows Active

8 Select how to upgrade vCenter Agent.Option DescriptionAutomaticvCenter Agent is upgraded on all hosts in the vCenter Server inventory.ManualAll host

18 If you used the data migration tool to back up VMware vCenter Update Manager configuration data,complete the steps in the Update Manager installati

2 Copy the license files from the license folder on the source machine to the license folder on thedestination machine.By default, the license folder

7 Paste the local appliance key into the Remote appliance key field of the old appliance.8 Click Import remote key in the old appliance.9 In the old a

vSphere Upgrade6 VMware, Inc.

2 On your chosen web server, create a repository directory under the document root: for example,vc_update_repo.3 Extract the zipped bundle into the re

2 Right-click VMware VirtualCenter Server and select Manual.3 Right-click VMware vCenter Management Webservices and select Manual.4 Reboot the vCenter

3 Click Download vSphere Client under Getting Started.4 Click Save to download the vSphere Client installer.The vSphere Client installer is downloaded

If you cannot connect to the vCenter Server system, you might need to start the VMware VirtualCenterServer service manually. To start the service, in

Linked Mode Considerations for vCenter ServerConsider several issues before you configure a Linked Mode group.Before you configure a Linked Mode group

nThe vCenter Server instances in a Linked Mode group can be in different domains if the domains have atwo-way trust relationship. Each domain must tru

7 Click Finish.vCenter Server restarts. Depending on the size of your inventory, the change to Linked Mode mighttake from a few seconds to a few minut

nVMware Infrastructure 3 license file or a running license server when you are restoring VirtualCenter2.5.nDatabase backup files.nSSL files found in:

Table 4‑7. Datastore and Network Permission Requirements (Continued)Object Before Upgrade Privilege After Upgrade Privilege Action Required to Enable

Update Datastore PermissionsYou must change Read-only nonpropagating datastore permissions to propagating datastore permissions inorder for users to a

Updated InformationThis vSphere Upgrade is updated with each release of the product or when necessary.This table provides the update history of the vS

Network PrivilegesIn VMware vSphere 4.0 and higher, networks have their own set of access control privileges. As a result,you might need to reconfigur

5 In the Assigned Role pane, do one of the following:nTo assign specific network privileges defined in a role by your company, choose the custom role.

vSphere Upgrade72 VMware, Inc.

Upgrading Update Manager 5You can upgrade Update Manager 1.0 Update 6 and Update Manager 4.x to Update Manager 5.0.You can install Update Manager 5.0

Procedure1 Upgrade vCenter Server to a compatible version.NOTE The vCenter Server installation wizard warns you that Update Manager is not compatibl

You upgraded the Update Manager server.What to do nextUpgrade the Update Manager Client plug-in.Upgrade the Update Manager Client Plug-InThe Update Ma

vSphere Upgrade76 VMware, Inc.

Upgrading and Migrating Your Hosts 6After you upgrade vCenter Server, and vSphere Update Manager if you are using Update Manager,upgrade or migrate VM

nMake sure your system hardware complies with ESXI 5.0 requirements. See Chapter 3, “SystemRequirements,” on page 13 and the VMware Compatibility Guid

Migrating ESX 4.x Files and Settings to ESXi 5.0The upgrade process preserves as much of the ESX host configuration as possible. However, because of t

vSphere Upgrade8 VMware, Inc.

Table 6‑1. Files Migrated During Migration or Upgrade to ESXi (Continued)File Migrated Comments/etc/yp.confNot migrated. NIS is not supported in ESXi

Table 6‑1. Files Migrated During Migration or Upgrade to ESXi (Continued)File Migrated Comments/etc/vmware/vmauth/provider.xml/etc/hostsMigrated./etc

SSH Configuration Affected by Upgrading or Migrating to ESXi 5.0The host SSH configuration is migrated only for upgrades from ESXi 4.1 to ESXi 5.0SSH

If any of your ESX hosts require the Service Console port group to support an existing service, you can writea firstboot script to recreate the port g

For systems in which the VMFS partition is placed on a different drive from the boot drive, the entirecontents of the boot drive is overwritten during

Table 6‑2. ESXi 5.0.x Upgrade and Update MethodsUpgrade or Update MethodUpgrade from ESX or ESXi 4.x toESXi 5.0.xUpdate or Patch from ESXi 5.0 toESXi

Table 6‑3. ESX/ESXi 4.0 U3 and 4.1 U1 Third-Party VIBs That Cannot Be Migrated to ESXi 5.0.ESX/ESXi Release Bulletin ID VIB ID4.1 Upgrade 1 ESX410-20

Table 6‑4. Supported Scenarios for Upgrade or Migration to ESXi 5.0.x (Continued)Scenario for Upgrade, Migration, or Update to ESXi5.0.x Support4.x E

nPXE boot from the network. “PXE Booting the ESXi Installer,” on page 91nBoot from a remote location using a remote management application. See “Using

2 Create a partition table on the USB flash device./sbin/fdisk /dev/sdba Type d to delete partitions until they are all deleted.b Type n to create pri

About the Upgrade Process 1Upgrading is a multistage process in which procedures must be performed in a particular order. Followtheprocess outlined in

The instructions in this procedure assume that the USB flash drive is detected as /dev/sdb.NOTE The ks file containing the installation or upgrade s

Create an Installer ISO Image with a Custom Installation or Upgrade ScriptYou can customize the standard ESXi installer ISO image with your own instal

PXE booting requires some network infrastructure and a machine with a PXE-capable network adapter.Most machines that are capable of running ESXi have

Figure 6‑1. Overview of PXE Boot Installation ProcessDHCP serverDHCP serverWeb serverESXi target hostESXi hostGive me an IPfor the virtualnetwork ada

gPXE ExampleThis example shows how to configure a ISC DHCP version 3.0 server to enable gPXE.allow booting;allow bootp;# gPXE optionsoption space gpxe

Required FilesIn the PXE configuration file, you must include paths to the following files:nmboot.c32 is the boot loader.nboot.cfg is the boot loader

2 On the Linux machine, install PXELINUX.PXELINUX is included in the SYSLINUX package. Extract the files, locate the pxelinux.0 file and copyit to the

nServer with a hardware configuration that is supported with ESXi 5.0. See the Hardware CompatibilityGuide at http://www.vmware.com/resources/compatib

PXE Boot the ESXi Installer Using gPXEYou can PXE boot the ESXi installer using gPXE.See also “About Installation and Upgrade Scripts,” on page 117 an

Using Remote Management ApplicationsRemote management applications allow you to install ESXi on servers that are in remote locations.Remote management