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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

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The 4. You will need the license for vCenter and the ESXi hosts.1 licenses will not work for 5. At the bottom click on vCenter Host Agent Pre-Upgrade Checker > click the Install button on the right 3.Preparing for VMware vSphere 5.0. Run the vCenter Host Agent Pre-Upgrade Checker 1. Ensure that you have the proper vSphere 5 licenses. both for vCenter and the hypervisor 2. Select the Use Windows Credentials option > click Next 6. Ensure that you have the necessary files at the local site to upgrade to vSphere 5. Standard Mode should be selected by default > click Next 7. Click Run precheck 2 . When the wizard opens click Next 4. Select the proper DSN for the vcenter server 5. Open up the folder and right-click on autorun and select Run as administrator > click Yes 2.0 Upgrade Gather Required Files 1.

Click Next > all hosts should show as Passed > click Next > click Finish Backup the vCenter SSL Certificates 1. Once complete ensure that the Host with errors is listed as 0 9. Expand msdb > Security > Users 6. Click OK 3 . Under Role Member select db_owner 10. Right-click Users and select Add User 7.8. For the Login name enter whichever user you are using to install vCenter 9. Launch SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > Sql Server Management Studio) 3. Expand Databases > expand System Databases 5. For the User name enter whichever user you are using to install vCenter 8. Log into the SQL server 2. 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. If needed enter in the server name and choose authentication method > click Connect 4.

5. 2. 3. 7.Backup the vCenter Database 1. While in SQL Server Management Studio > expand Databases Find the vCenter database Right-click on the vCenter database > select Tasks > select Back Up… Make sure the Backup type is Full Select Disk > click Add… Use the default location and add a filename Click OK > Click OK to start the backup 4 . 6. 4.

Click Next 10. If not already.exe and Run as Administrator Click on vCenter Server > click Install 5. 3. 6. The DSN and ODBC driver should be displayed. Click OK to choose English Click Next > click Next Choose I agree > click Next Enter in the new vCenter 5 license key (if nothing is entered you will be entered into evaluation mode) 9. 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 5 . 7. 8.0 Upgrade 1. 2.Perform VMware vCenter 5. 4. connect to vCenter server Go to the folder where your installation files are Right-click on autorun.

Click Next Choose Automatic to automatically upgrade the vCenter Agent on all hosts automatically Click Next Enter in the password for the account you are using Ensure the FQDN is correct > click Next Leave the defaults for the destination folders > click Next Leave all the ports at their defaults > click Next Click Next at the inventory service screen Choose an inventory size > click Next 6 . Choose Upgrade existing vCenter Server Database 12. 17. 18. 16.11. Check the checkbox confirming you have backed up the SSL certificates 13. 20. 15. 19. 21. 14.

> 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. choose Run The Installer 3. Unless needed. You will be prompted to upgrade your client. Open up the vSphere client on the server and login 2.22. If needed enter in the server name and select an Authentication method > click Connect 4. Enter a database name 6. Right-click on user you added earlier 7. Log into SQL server 2. leave the checkbox unchecked for the ephemeral ports option 23. If needed enter in the server name and select Authentication method > click Connect 4. Right-click on Databases > click New Database… 5. 8. Log into the SQL server 2. When complete click Finish Install the new vSphere Client 1. Click OK 7 . Launch SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > Sql Server Management Studio) 3. Run through the wizard and click Finish once complete **For SQL Server Database** Remove Additional Permissions from MSDB 1. Launch SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > Sql Server Management Studio) 3. 9. Expand msdb > Security > Users 6. Click Install 24. Expand Databases > expand System Databases 5.

14. 11. If Databases is expanded. 8. 12. collapse it Expand Security > Logins Add or select a user you will use to run the update manager service on the vCenter server Select User Mapping from the left pane Find the database you just and check the box in the Map column Select db_owner in the lower pane Click OK Log off of the SQL server 8 . 10.7. 13. 9.

RDP to vCenter server 2. Click on the System DSN tab Click Add… Scroll down to the bottom and select SQL Server Native Client 10.Create a 32bit DSN for Update Manager 1. Click Start > type c:\windows\syswow64 > press Enter 3. 6.0 Click Finish 1 2 3 4 8.exe and execute it 4. Click Next 9 . In the Server box type in the name of your SQL server 10. 5. 7. Enter in a name 9. Find odbcad32.

15. Leave the default options on this page > click Next Check the Change the default database to: box Select update manager database you created earlier from the drop-down Click Next Click Finish Click Test Data Source… button and verify TESTS COMPLETED SUCCESSFULLY! Appears > click OK 17. 13.11. 16. 12. 14. Click OK > click OK to exit the ODBC Data Source Administrator 10 .

8. 4. 2.Install VMware vSphere Update Manager 1. 6. 7. 3. Click OK to select English Click Next > click Next Accept the license and click Next Uncheck the Download updates from default sources… option if you want 11 . Go to the folder where your installation files are Right-click on autorun and select Run as administrator Click VMware vSphere Update Manager on the left Click Install on the right 5.

4. 16. 7. Click Next Leave the IP Address and HTTP Port at default Use whatever account you gave access to on the update manager database Click Next Choose Use an existing supported database Choose the 32bit DSN you just created from the drop-down > click Next Click Next Leave all the defaults on the VMware cSphere Update Manager Port Settings screen and click Next 17. 2. Open up the vSphere client and login 2. 13. Once complete click Finish Change the Log On As Account for Update Manager Services 1. 5. 10. 8. From the top menu click Plug-ins > click Manage Plug-ins… 12 . If you don’t have it already. Click Install 19.9. 14. 6. 3. 15. Click Next 18. 12. 11. Click Start > type services. logging into vSphere using an older client should prompt you to install the new one 1. 9.msc > press Enter Right-click VMware vSphere Update Manager Service Properties > click Properties Select the Log On tab Choose the This Account option and enter the account you gave permission to on the update manager database > Click OK You are prompted to restart the service after clicking OK then restart the service Right-click VMware vSphere Update Manager UFA Service Properties > click Properties Select the Log On tab Choose the This Account option and enter the account you gave permission to on the update manager database > Click OK 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).

6. If the Update Manager tab is not showing up click on the Plug-ins menu > click Manage Plugins… 13 . 8. Click Run on the Open File dialog box Click OK to select English Click Next in the wizard Agree to the license > click Next Click Install Click Finish once complete Click Close on the Plug-in Manage window Close and re-open the vSphere Client and you will now see the Update Manager tab 12.3. At the bottom under Available Plug-ins find the VMware vSphere Update Manage Extension > click the Download and Install… hyperlink 4. 10. 11. 9. 5. 7.

Click on the ESXi Images tab 5.13. Click View > Solutions and Applications > Update Manager 4.0 using vSphere Update Manager Import ESXi Image into Update Manager 1. Click Browse 14 . Click on the Import ESXi Image… hyperlink 6.1 to version 5. RDP to vCenter server 2. Login to vSphere using the vSphere client 3. 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.

Click View > Inventory > Hosts and Clusters (or press Ctrl+Shift+H) 2. Right-click in the Attached Baselines pane and click Attach… 5. 9.1 to 5. 12. Find the ISO file for vSphere 5 Click Next Once the you see the upload is successful click Next Enter in a name for the baseline Click Finish The import automatically creates a new Host baseline. 8. Click on the virtual Datacenter object 3. 11. Click the Update Manager tab 4. Under the Upgrade Baselines place a check next to the baseline that was created when you imported the ESXi image 6. Click Attach 15 . 10.0 1. 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 4.7.

If you have third-party software installed (such as CIM) check the checkbox to Remove installed third-party software > click Next 10. Click the Remediate… button 8. Click Next 15. If an error occurs and remediation fails diagnose the error(s) 16 . Click Next 13. Click Finish Monitor progress until complete. Enter a task name if you wish 11. Accept the license agreement > click Next 9.7. 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. Under Remediate Time choose Immediately (if you want to schedule if for later choose At Time: and select a date/time) 12.

Click View > Inventory > Hosts and Clusters (or press Ctrl+Shift+H) Select the first host you upgraded Click the Configuration tab on the right Click the Licensed Features hyperlink Click the Edit hyperlink Choose the Assign a new license key to this host option Click Enter Key Enter in the vSphere 5 license key 17 . 5. 7. 6. 4.Configure all Virtual Machines for VMware Tools Upgrade 1. 6. 5. 3. Click View > Inventory > VMs and Templates (or press Ctrl+Shift+V) 2. 7. 4. Click on the Datacenter object in the left pane (or whichever object you’d like) In the right pane click the Update Manager tab Click on the VMware Tools upgrade settings button Click on the checkbox next to the Name column Uncheck all that have a type of Template Click Apply At this point you may get in an in your tasks pane. but you can ignore it Final Tasks 1. 2. 8. 3.

9. Click OK > click OK 10. The vSphere 5 Upgrade is now complete 18 .

3. 6. vService 4. Navigate to C:\ProgramData\VMware\VMware VirtualCenter 2. Delete your installation files Custom Roles: Update vSphere Permiossions as needed 1. Datastore Cluster b. ESX Agent Manager c. 2. Right-click on the role you want to edit and select Edit Role… 3. Click Start > click Control Panel Click Programs and Features (or Uninstall a Program depending on your view) Scroll down and click VMware vSphere Client 4. 5. Delete the backup SSL folder you created prior to the upgrade Remove the old vSphere Client 1. Profile-driven storage d. Click View > Administration > Roles (or press Ctrl+Shift+R) 2.Post vSphere 5 Cleanup Delete the vCenter SSL Certificates Backups 1. 4.1 > click Uninstall Click Yes to “Are you sure…” dialog Click Yes to UAC warning Once it’s complete close Programs and Features Remove Installation Files 1. Place checks in the following checkboxes as needed: a. Click OK -----------------------------------------------------END OF PROCEDURE---------------------------------------------------------- 19 . VMware vSphere Update Manager (if not already checked) e.