Following on from a previous bit of work I carried out to convert vCenter from a physical to virtual machine I then had to upgrade vCenter from 5.0 to 5.5 Update 2 to allow the drivers for Trend Micro Deep Security Manager to work on the ESXi hosts. A workaround was tried to just have the ESXi 5.5 filter drivers for Trend installed on the 5.0 hosts but it caused some PSODs on our Dev servers and VMware recommended performing an upgrade of the environment. It was on my to-do list for later in the year anyway so it was good to get the upgrade out of the way. I documented the steps for the upgrade and while once again I didn’t want to create a multi-part blog post the sheer number of steps dictated that it was a requirement. I’ve broken down the posts into a 6-part series covering the below areas:

Step 1 – Planning

1.1: Check Compatibility

The first thing you need to check is that all the components of your environment are compatible with the version of vSphere you want to upgrade to. The first step is this process is to gather the version details of all the installations and plug-ins that you have and use the VMware Compatibility Guide – http://www.vmware.com/resources/compatibility/search.php – to  verify that all the components listed are compatible or at least find out what versions of your products are compatible and seek out information on the upgrade process for each of those components. For example in the below matrix we will be upgrading SRM from 5.0.1 to 5.5.1 to be up to the latest version supported on vCenter 5.5 Update 2. Likewise for the IBM plug-ins and the SRA required for SRM.

Product Current Version Compatible Version
ESXi Host 5.0.0 5.5 Update 2
vCenter 5.0.0 5.5 Update 2
SRM 5.0.1 5.5.1
IBM SRA 2.1.0 2.2.0
Update Manager 5.0.0 5.5 Update 2
IBM TSM TDP 1.1 7.1
IBM Storage Mgmt Console 2.6.0 3.2.2 (supported on 5.5)

There is one other document to be aware of when it comes to planning for the upgrade and that is the upgrade sequence matrix so that you ensure that the correct products are updated at the correct times. This can be found here – http://kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&externalId=2057795

1.2: Download software vCenter 5.5.0 Update 2d

Go to the following website – https://my.vmware.com/group/vmware/details?productId=353&downloadGroup=VC55U2D

Select the relevant version of vCenter and click on Download Now

vCenter Upgrade Planning Step 1

From here you’ll be prompted to log into the my.vwmare.com account. Log in. Accept the EULA

vCenter Upgrade Planning Step 2

The download will begin. To get the Custom ISOs for Cisco blades for this version go to: https://my.vmware.com/group/vmware/details?downloadGroup=ESXI55U2&productId=353#custom_iso and click Go To Downloads

vCenter Upgrade Planning Step 3

You will then be prompted to download an ISO or a zip bundle. Download whichever type you prefer to work with by clicking Download Now

vCenter Upgrade Planning Step 4

1.3: Download SRM 5.5.1

Go to the following link:

https://my.vmware.com/web/vmware/info/slug/infrastructure_operations_management/vmware_vcenter_site_recovery_manager/5_5. Click On Go To Downloads

vCenter Upgrade Planning Step 5

Select how you would like to download the file. I selected Download Now

vCenter Upgrade Planning Step 6

Download will begin.

vCenter Upgrade Planning Step 7

Next you can go to Drivers and Tools and expand Storage Replication Adapters

vCenter Upgrade Planning Step 8

Click Go to Downloads. This will bring you to a list of SRAs. Scroll down to the adapter you require. And expand to verify that it is the correct version according to the compatibility matrix. Click on Download Now for the relevant SRA.

vCenter Upgrade Planning Step 9

1.4: Download any remaining plugins which need to be updated

Download IBM TSM TDP – 7.1 plugin from here

http://www-01.ibm.com/support/docview.wss?uid=swg24035386

vCenter Upgrade Planning Step 10

1.5: Download IBM Storage Mgmt Console 3.2.2 from here:

http://www-933.ibm.com/support/fixcentral/swg/selectFixes?parent=ibm%2FStorage_Disk&product=ibm/Storage_Disk/IBM+Storwize+V7000+(2076)&release=All&platform=All&function=all

vCenter Upgrade Planning Step 11

These plug-ins will require and IBM ID to download.

 

Step 2 – Capture backups of your data prior to migration

2.1: Log onto the SQL server (in this instance it’s the vCenter server) and open SQL Management Studio

vCenter Upgrade Planning Database Backup 1

2.2: Stop the vCenter services before capturing the backup

vCenter Upgrade Planning Database Backup 2

2.3: In SQL Management Studio select the database, right-click and select Tasks -> Back Up.

vCenter Upgrade Planning Database Backup 3

2.4: Next select Full backup and add a destination for the backup file.

vCenter Upgrade Planning Database Backup 4

2.5: Click Ok to begin backup. The backup will then complete successfully

vCenter Upgrade Planning Database Backup 5 2.6: Once the backups are completed restart the vCenter services again.

Step 3 – Backup the SSL certificates

3.1: From the C drives: C:ProgramDataVMwareVMware VirtualCenterSSL. Copy these files:

  • C:ProgramDataVMwareVMware VirtualCenterSSLrui.key
  • C:ProgramDataVMwareVMware VirtualCenterSSLrui.pfx
  • C:ProgramDataVMwareVMware VirtualCenterSSLrui.crt

vCenter Upgrade Planning Database SSL1

Step 4 – Backup the ADAM instance DATA

4.1: Click Start, right-click Command Prompt, then click Run as administrator to open a command prompt.

vCenter Upgrade Planning ADAM backup

4.2: Run the command:

dsdbutil

At the dsdbutil: prompt, run the command:

activate instance VMwareVCMSDS

Run this command to open the ifm prompt:

ifm

At the ifm: prompt, run this command for the type of installation media that you want to create:

create full F:ADAM_BackupVMwareVCMSDS

vCenter Upgrade Planning ADAM backup step 2

4.3: Verify that the file has exported

vCenter Upgrade Planning ADAM backup step 3

Step 5 – Take note of the ODBC connections, both 64-bit and 32-bit

5.1: Open Data Sources (ODBC). If it’s not in the start menu go to Administrative Tools -> Data Sources (ODBC).

vCenter Upgrade Planning ODBC connections 1

5.2: Check System DSN and click Configure

vCenter Upgrade Planning ODBC connections 2

5.3: Check that the database is connecting to the correct vCenter Server

vCenter Upgrade Planning ODBC connections 3

5.4: Click Next. You can test the connection criteria by select Integrated Windows authentication or a local SQL account. Click Next

vCenter Upgrade Planning ODBC connections 4

5.5: Verify the default database and click Next

2015-04-07_09h32_26

5.6: Click Finish

vCenter Upgrade Planning ODBC connections 5

5.7: Click on Test Data Source

vCenter Upgrade Planning ODBC connections 7

5.8: Verify it connects successfully

vCenter Upgrade Planning ODBC connections 8

5.9: Click Ok and click on again on the second dialog. Click Ok to close the ODBC connection.

5.10: To run the 32-bit ODBC connection checker go to C:WindowsSystem32 and run odbcad32.exe. This is a requirement specifically for VMware Update Manager as that connection does not use the 64-bit ODBC connector

 

Step 6 – Take a snapshot of the vCenter servers before continuing

6.1: Select the vCenter Server, right-click and select Snapshot -> Take Snapshot

vCenter Upgrade Planning Take Snapshot

6.2: I have chosen to snap the memory and quiesce the server. This is a bit of overkill but it will provide just a bit more consistency
vCenter Upgrade Planning Take Snapshot 1

As we have two vCenters in Linked Mode this will need to be done on both servers

6.3: Confirm the snapshot exists by going to the server, right-clicking and selecting Snapshot -> Snapshot Manager. You’ll see something similar to the following.

vCenter Upgrade Planning Take Snapshot 4

The next step in the process is to install SSO etc. in How to: VMware vCenter 5.0 to 5.5 Update 2 Upgrade – Part 2

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