VMware VSPHERE CLIENT 4.0 - UPGRADE GUIDE UPDATE 1 Guide d'installation Page 1

vSphere UpgradevSphere 5.0ESXi 5.0vCenter Server 5.0vSphere Client 5.0This document supports the version of each product listed andsupports all subseq

See Chapter 6, “Upgrading and Migrating Your Hosts,” on page 73. vSphere 5.0 provides several waysto upgrade hosts:nUse vSphere Update Manager to perf

Connect the vSphere Client to a vCenter Server system with which Update Manager is registered, and on theHome page, click Update Manager under Solutio

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

3 Select the object in the inventory, and click the Update Manager tab.If your vCenter Server system is part of a connected group in vCenter Linked Mo

3 Select an object from the inventory.4 Click the Update Manager tab to view the scan results and compliance states.Remediate Hosts Against an Upgrade

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

Option DetailsEnable parallel remediation for thehosts in the selected clusters.Remediate hosts in clusters in a parallel manner. If the setting is no

6 (Optional) On the ESXi 5.x Upgrade page, select the option to remove any installed third-party softwaremodules that are incompatible with the upgrad

17 Edit the cluster remediation options.The Cluster Remediation Options page is available only when you remediate hosts in a cluster.Option DetailsDis

PrerequisitesnYou must have the ESXi installer ISO in one of the following locations.nOn CD or DVD. If you do not have the installation CD/DVD, you ca

See your hardware vendor documentation for information on changing boot order.Installing, Upgrading, or Migrating Hosts Using a ScriptYou can quickly

How vSphere 5.0 Differs from vSphere4.x 2vSphere 5.0 is a major upgrade from vSphere 4.x.The following changes from vSphere 4.x affect vSphere install

2 When the ESXi installer window appears, press Shift+O to edit boot options.3 At the runweasel command prompt, typeks=location of installation script

Table 6-5. Boot Options for ESXi Installation (Continued)Boot Option Descriptionks=protocol://serverpathPerforms a scripted installation with a scrip

To start an installation script from an interactive installation, you enter the ks= option manually. See “EnterBoot Options to Start an Installation o

installSpecifies that this is a fresh installation. Replaces the deprecated autopart command used for ESXi 4.1 scriptedinstallations. Either the insta

disk-type1,[disk-type2,...]Partitions the first eligible disk found. By default, the eligible disks are set tothe following order:1 Locally attached s

nLatin AmericannNorwegiannPolishnPortuguesenRussiannSloveniannSpanishnSwedishnSwiss FrenchnSwiss GermannTurkishnUS DvoraknUkraniannUnited Kingdomnetwo

paranoid (optional)Causes warning messages to interrupt the installation. If you omit this command, warning messages arelogged.part or partition (opti

nvmkLUN UID:--disk=vmkLUN_UIDFor accepted disk name formats, see “Disk Device Names,” on page 119.--firstdisk=disk-type1,[disk-type2,...]Partitions th

=[python|busybox]--timeout=secsSpecifies a timeout for running the script. If the script is not finished when thetimeout expires, the script is forcef

zerombrNot supported in ESXi 5.0.%firstboot--level option not supported in ESXi 5.0.%packagesNot supported in ESXi 5.0.Disk Device NamesThe install, u

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

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

4 Press Enter.The installation, upgrade, or migration runs, using the options that you specified.Install, Upgrade, or Migrate ESXi from a USB Flash Dr

4 Press Enter.The installation, upgrade, or migration runs, using the options that you specified.Performing a Scripted Installation or Upgrade of ESXi

PrerequisitesMake sure the setup you performed during the first boot operation is in place.Procedure1 Check that the image profile and host profile fo

3 Run Add-EsxSoftwareDepot to add the software depot that contains the image profile to the PowerCLIsession.Depot Type CmdletRemote depotRun Add-EsxSo

Assign a Host Profile to HostsAuto Deploy can assign a host profile to one or more hosts. The host profile might include information aboutstorage conf

Test and Repair Rule ComplianceWhen you add a rule to the Auto Deploy rule set or make changes to one or more rules, unprovisioned hoststhat you boot

To use esxcli vCLI commands, you must install vSphere CLI (vCLI). For more information about installing andusing the vSphere CLI, see the following do

VMware supports the following acceptance levels.VMwareCertifiedThe VMwareCertified acceptance level has the most stringent requirements.VIBs with this

Procedure1 Retrieve the acceptance level for the VIB or image profile.Option DescriptionList information for all VIBsesxcli --server=server_name softw

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

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 depot accessibleby 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

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

Specify one or more VIBs to remove in one of the following forms:nnamenname:versionnvendor:namenvendor:name:versionFor example, the command to remove

Display the Installed VIBs and Profiles That Will Be Active After the Next Host RebootYou can use the --rebooting-image option to list the VIBs and pr

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 DescriptionPOWERPATH

nThe host sdX devices might be renumbered after the upgrade. If necessary, update any scripts thatreference sdX devices.nAfter the upgrade, you must c

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

5 Click (No License Key).6 Click OK to save your changes.You can now access all the features of ESXi.vSphere Upgrade140 VMware, Inc.

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

n“Perform an Automatic Upgrade of VMware Tools,” on page 156n“Upgrade VMware Tools on Multiple Virtual Machines,” on page 157n“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

Virtual Machine Hardware VersionsThe hardware version of a virtual machine reflects the virtual machine's supported virtual hardware features.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 to theobject.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

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

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 Virtual MachineAll supported Windows guest operating systems support VMware Tools.Install the la

Manually Install or Upgrade VMware Tools in a Linux Virtual MachineFor Linux virtual machines, you manually install or upgrade VMware Tools by using t

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

Manually Install or Upgrade VMware Tools in a Solaris Virtual MachineFor Solaris virtual machines, you manually install or upgrade VMware Tools by usi

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 Guest OperatingS

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

nUpgraded virtual machines cannot be powered on by an ESX 2.x host, even if relocated to a VMFS2datastore.nTo automate this process, consider using Up

Table 3-1. Recommendations for Enhanced PerformanceSystem Element RecommendationRAM ESXi hosts require more RAM than typical servers. VMwarerecommend

Upgrade Virtual Hardware on Multiple Virtual MachinesYou can upgrade virtual hardware on multiple virtual machines in a single operation by using the

ProcedureuUse the appropriate operating-system-specific procedure to uninstall VMware Tools.Operating System ActionWindows 7Use the guest operating sy

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

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

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

See “Back Up VirtualCenter or vCenter Server Configuration with the Data Migration Tool,” on page 494 If you are not using a SQL Server Express databa

7 When one host is booted, complete any host configuration that was not migrated and take a host profilefrom the host.See the vSphere Host Profiles do

nFor Intel Xeon-based systems, the processors must include support for Intel Virtualization Technology(VT). Many servers that include CPUs with VT sup

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IndexSymbols%include command 112%post command 112%pre command 112Numerics64-bitmoving to 44–46, 167upgrading vCenter Server to 4264-bit DSN requi

datastore permissionsupgrade 65upgrading 64datastores, privileges 64DB2 34depot, software 127DHCP, for PXE booting the ESXi installer 88director

installing, VirtualCenter Server 61installing ESXi, scripted 109installing the vSphere Client 58installing VMware ToolsLinux (tar installer) 152Mi

PXE, configuration files 89PXE boot ESXi installer using PXELINUX, setupprocedure 90, 91, 93PXE booted ESXi hosts, enable remediation 99PXELINUXboo

Update Manager 69Update Manager Client 71Update Manager server 69vCenter Server 27vCenter Server database 30vCenter Server on a different machine

process 142Solaris (tar installer) 154VMware Tools upgrade, automatic 156VMware vCenter Server Appliancehardware requirements 17software requireme

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

vSphere Client Hardware Requirements and RecommendationsMake sure that the vSphere Client host machine meets the following requirements.Table 3-6. vS

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

Table 3-9. Extra-Large Deployment of Up to 1,000 Hosts and 10,000 Powered-On Virtual MachinesProduct Cores Memory DiskvCenter Server 8 16GB 10GBvSphe

vSphere Client and vSphere Web Client Software RequirementsMake sure that your operating system supports the vSphere Client.For the most current, comp

Required Ports for vCenter ServerThe VMware vCenter Server system must be able to send data to every managed host and receive data fromevery vSphere C

Table 3-12. Ports Required for Communication Between Components (Continued)Port Description10109 vCenter Inventory Service Management10111 vCenter In

Table 3-13. Ports Required for the vCenter Server Appliance (Continued)Port Description9443 vSphere Web Client HTTPS.5480 vCenter Server Appliance We

Ensure that DNS reverse lookup returns a fully qualified domain name when queried with the IP address ofthe vCenter Server. When you install vCenter S

Depending on the size of your deployment, Update Manager requires a minimum amount of free space permonth for database usage. For more information abo

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 VI Client 1.x Not supported.VirtualCenter Server 1.x Not su

Table 4-1. Upgrading vCenter Server Components (Continued)Product Component DescriptionVM3 virtual machines Upgrade (optional).VMDK3 virtual disk Not

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

6 Make sure that no processes are running that conflict with the ports that vCenter Server uses. See “Required Ports for vCenter Server,” on page 22.7

nIf you use vCenter Guided Consolidation Service in the VirtualCenter 2.x environment, complete theconsolidation plan before you upgrade to vCenter Se

Prerequisites for Microsoft SQL DatabasesnTo use a newly supported Microsoft SQL database, such as Microsoft SQL 2008, you do not need to performa cle

grant create materialized view to <user>grant execute on dbms_job to <user>grant execute on dbms_lock to <user>grant unlimited table

Table 4-2. Configuration Notes for Databases Supported with vCenter Server (Continued)Database Type Configuration NotesMicrosoft SQL Server 2008 Ensu

Table 4-3. vCenter Server Upgrade Scenarios for Each Database Type (Continued)Database TypeSupported in vCenterServer 5.0 Supported UpgradeMS SQL Ser

Procedure1 Make a full backup of the VirtualCenter 2.5 Update 6 or higher database.See your database documentation.2 Back up the VirtualCenter 2.5 Upd

Run the vCenter Host Agent Pre-Upgrade CheckerThe vCenter Host Agent Pre-Upgrade Checker reports known issues that might prevent a successful upgradeo

5 Select an option for scanning all hosts or specific hosts.Option ActionScan all of the hostsSelect Standard Mode and click Next.Specify hosts to sca

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

About Virtual Machines and Host Upgrades 143Virtual Machine Hardware Versions 144Perform an Orchestrated Upgrade of Virtual Machines with vSphere Upda

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

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

ProcedureuIf your database is local to VirtualCenter or vCenter Server, and you want it to remain local after theupgrade, choose one the following opt

6 Right-click the new database icon and select Task > Restore > Database.7 Select From Device and click Browse.8 Click Add, navigate to the back

What to do nextSee “Back Up VirtualCenter or vCenter Server Configuration with the Data Migration Tool,” on page 49.Back Up and Restore an Oracle Data

PrerequisitesnYour machine has a vCenter 4.0 Update 1 or vCenter Server 4.1 system installed and running with a localor remote IBM DB2 database versio

Variables for IBM DB2 Backup and Restore CommandsThe commands to back up and restore an IBM DB2 database use these variables.Table 4-4. backup Comman

Back Up VirtualCenter or vCenter Server Configuration with the Data MigrationToolThe data migration tool allows you to back up VirtualCenter or vCente

About vSphere UpgradevSphere Upgrade describes how to upgrade or migrate VMware® ESX™, ESXi™, and vCenter Server™ toESXi 5.0 and vCenter Server 5.0.Th

5 Respond to the script prompts.The script checks the vCenter Server version, database type, vCenter Update Manager configuration (ifinstalled), and v

nRestore the vCenter Server Configuration and Nonbundled Database and Install vCenter Server on theNew Machine on page 53After you use the data migrat

5 Type the path to the vCenter Server installation media.For example, if the installation media is in D:\Temp\VMware-VIMSetup-en-5.0-build number, ent

vCenter Server is installed, and the settings that you backed up are restored. The SQL Server Express databaseis also restored on the new machine. Aft

5 Type the path to the vCenter Server installation media.For example, if the installation media is in D:\Temp\VMware-VIMSetup-en-5.0-build number, ent

13 Type the port numbers for Inventory Service or accept the port numbers shown in the Configure Ports forInventory Service window.14 Select the size

2 Edit the contents of the <url> tag to replace the name of the source vCenter Server system with the nameof the new vCenter Server system.For e

3 In the Upgrade tab of the new appliance, select destination for the appliance role, and click Set role.4 In the Upgrade tab of the old appliance, se

nOn the VMware Web site, log in to your account page to access the license portal. From the license portal,upgrade your VirtualCenter 2.x or vCenter S

PrerequisitesnVerify that you have the vCenter Server installer or the vSphere Client installer.nVerify that you are a member of the Administrators gr

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License Server Upgrade ScenariosIf you upgrade to vCenter Server 5.0 and you want the vCenter Server system to manage version 3.5 ESX orESXi hosts, ve

nCAUTION If you need to uninstall and reinstall vCenter Server on more than one member of a LinkedMode group, do so with a single vCenter Server at

5 Type the server name and LDAP port number of any remote vCenter Server that is or will be a memberof the group and click Next.If you enter an IP add

Procedure1 From a vSphere Client host that is connected to a vCenter Server system, select Administration > vCenterServer Configuration.2 Click Dat

Upgrading Datastore and Network PermissionsIn previous releases of vCenter Server, datastores and networks inherited access permissions from thedatace

Table 4-8. Datastore Privileges (Continued)Privilege Name Actions Granted to Users AffectsPair withObjectEffective onObjectDelete DatastoreFileDelete

8 Select the users and groups for whom to add the role.To select multiple names, control-click each additional name.9 Click OK.All users are added to

4 Right-click in the Permissions tab and from the context menu, choose Add Permission.5 In the Assigned Role pane, do one of the following:nTo assign

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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

Updated InformationThis vSphere Update publication is updated with each release of the product or when necessary.This table provides the update histor

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

16 Click Finish.You upgraded the Update Manager server.What to do nextUpgrade the Update Manager Client plug-in.Upgrade the Update Manager Client Plug

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

Table 6-1. Files Migrated During Migration or Upgrade to ESXiFile Migrated Comments/etc/sfcb/sfcb.cfgMigrated./var/lib/sfcb/registration/repository/r

Table 6-1. Files Migrated During Migration or Upgrade to ESXi (Continued)File Migrated Comments/etc/pam.d/*Partially migrated. Needed for authenticat

Firewall Configuration Changes After Migration or Upgrade to ESXi 5.0The migration or upgrade from ESX/ESXi 4.x to ESXi 5.0 results in several changes

When virtual NICs are configured to use DHCP, a setting controls whether DHCP sets the default route andhost name in addition to installing an IPv4 ad

Partitioning in New ESXi 5.0 InstallationsIn new installations, several new partitions are created for the boot banks, the scratch partition, and the

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ESXi 5.0 Upgrade OptionsVMware provides several ways to upgrade ESX/ESXi hosts.vSphere UpdateManagervSphere Update Manager is software for upgrading,

Table 6-2. ESXi 5.0 Upgrade MethodsUpgrade MethodUpgrade from ESX or ESXi 4.x toESXi 5.0Upgrade or Patch from ESXi 5.0 toESXi 5.nvSphere Update Manag

Supported Upgrades to ESXi 5.0In most cases, you can migrate an ESX 4.x or upgrade an ESXi 4.x host directly to ESXi 5.0.The details and level of supp

Table 6-4. Supported Scenarios for Upgrade or Migration to ESXi 5.0 (Continued)Scenario for Upgrade or Migration to ESXi 5.0 Support4.x ESX host, mis

Format a USB Flash Drive to Boot the ESXi Installation or UpgradeYou can format a USB flash drive to boot the ESXi installation or upgrade.These instr

4 Run the following commands./path_to_syslinux-3.86_directory/syslinux-3.86/bin/syslinux /dev/sdb1cat /path_to_syslinux-3.86_directory/syslinux-3.86/u

e Type p to print the partition table.The result should be similar to the following text:Disk /dev/sdb: 2004 MB, 2004877312 bytes255 heads, 63 sectors

5 (Optional) Modify the boot.cfg file to specify the location of the installation or upgrade script using thekernelopt option.This step makes the inst

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

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

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 copy itto the

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

PXE Boot the ESXi Installer Using gPXEYou can PXE boot the ESXi installer using gPXE.See also “About Installation and Upgrade Scripts,” on page 111 an

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

You can use Distributed Resource Scheduler (DRS) to prevent virtual machine downtime during the upgradeprocess.Update Manager monitors hosts and virtu

If FT is turned on for any of the virtual machines on hosts within a cluster, you should select to temporarilyturn off FT before performing any Update

7 Manually Initiate a Scan of ESX/ESXi Hosts on page 102Before remediation, you should scan the vSphere objects against the attached baselines and bas

4 (Optional) Select Temporarily disable any removable media devices that might prevent a host fromentering maintenance mode.Update Manager does not re

Option DescriptionEnable parallel remediation for hostsin clusterUpdate Manager can remediate hosts in clusters in a parallel manner. UpdateManager co