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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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At the bottom click on vCenter Host Agent Pre-Upgrade Checker > click the Install button on the right 3. Select the proper DSN for the vcenter server 5. Run the vCenter Host Agent Pre-Upgrade Checker 1. Ensure that you have the proper vSphere 5 licenses. Standard Mode should be selected by default > click Next 7.1 licenses will not work for 5. You will need the license for vCenter and the ESXi hosts. Select the Use Windows Credentials option > click Next 6. both for vCenter and the hypervisor 2.0.0 Upgrade Gather Required Files 1. Open up the folder and right-click on autorun and select Run as administrator > click Yes 2. The 4. Ensure that you have the necessary files at the local site to upgrade to vSphere 5. Click Run precheck 2 .Preparing for VMware vSphere 5. When the wizard opens click Next 4.

Launch SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > Sql Server Management Studio) 3. Click Next > all hosts should show as Passed > click Next > click Finish Backup the vCenter SSL Certificates 1. For the Login name enter whichever user you are using to install vCenter 9. Make a backup of the SSL folder **For SQL Server** Grant vCenter Service Account Permissions to MSDB (if DB is on separate server) 1. Expand msdb > Security > Users 6. Navigate to C:\ProgramData\VMware\VMware VirtualCenter 2. Once complete ensure that the Host with errors is listed as 0 9. If needed enter in the server name and choose authentication method > click Connect 4. Expand Databases > expand System Databases 5. For the User name enter whichever user you are using to install vCenter 8. Under Role Member select db_owner 10. Click OK 3 . Right-click Users and select Add User 7. Log into the SQL server 2.8.

Backup the vCenter Database 1. 3. 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 . 2. 5. 6. 4. 7.

Click Next 10. 2. If not already. The DSN and ODBC driver should be displayed.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 . connect to vCenter server Go to the folder where your installation files are Right-click on autorun. 3. 4.Perform VMware vCenter 5. 8.exe and Run as Administrator Click on vCenter Server > click Install 5. 6. click Next -. 7. 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) 9.0 Upgrade 1.

20. 15.11. 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. Check the checkbox confirming you have backed up the SSL certificates 13. 16. 19. 14. 21. 18. 17.

If needed enter in the server name and select Authentication method > click Connect 4. Expand msdb > Security > Users 6. Enter a database name 6. Click Install 24. > 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. Run through the wizard and click Finish once complete **For SQL Server Database** Remove Additional Permissions from MSDB 1.22. Log into the SQL server 2. leave the checkbox unchecked for the ephemeral ports option 23. You will be prompted to upgrade your client. Launch SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > Sql Server Management Studio) 3. 9. Open up the vSphere client on the server and login 2. Right-click on Databases > click New Database… 5. Click OK 7 . Right-click on user you added earlier 7. Expand Databases > expand System Databases 5. 8. When complete click Finish Install the new vSphere Client 1. choose Run The Installer 3. Unless needed. If needed enter in the server name and select an Authentication method > click Connect 4. Launch SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > Sql Server Management Studio) 3. Log into SQL server 2.

11. If Databases is expanded. 10. 14. 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 . 8. 9. 13.7. 12.

exe and execute it 4.Create a 32bit DSN for Update Manager 1. Click on the System DSN tab Click Add… Scroll down to the bottom and select SQL Server Native Client 10. Enter in a name 9. In the Server box type in the name of your SQL server 10. RDP to vCenter server 2. Click Next 9 . 5. Click Start > type c:\windows\syswow64 > press Enter 3.0 Click Finish 1 2 3 4 8. 6. 7. Find odbcad32.

16. 15. 12.11. Click OK > click OK to exit the ODBC Data Source Administrator 10 . 13. 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. 14.

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. 8. 7. 6.Install VMware vSphere Update Manager 1. 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 . 3. 2.

From the top menu click Plug-ins > click Manage Plug-ins… 12 .9. 3. 5.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). 10. If you don’t have it already. 7. Click Next 18. 4. Open up the vSphere client and login 2. 9. 8. 14. 15. Once complete click Finish Change the Log On As Account for Update Manager Services 1. Click Install 19. 2. 13. 11. 16. logging into vSphere using an older client should prompt you to install the new one 1. 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. 12. 6. Click Start > type services.

8.3. 9. 10. 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. At the bottom under Available Plug-ins find the VMware vSphere Update Manage Extension > click the Download and Install… hyperlink 4. 11. If the Update Manager tab is not showing up click on the Plug-ins menu > click Manage Plugins… 13 . 7. 5. 6.

Click on the ESXi Images tab 5.13.1 to version 5. RDP to vCenter server 2. Find the vSphere Update Manager plug-in and if it is disabled. Click Browse 14 . 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 4.0 using vSphere Update Manager Import ESXi Image into Update Manager 1. Click View > Solutions and Applications > Update Manager 4. Login to vSphere using the vSphere client 3. Click on the Import ESXi Image… hyperlink 6.

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. Under the Upgrade Baselines place a check next to the baseline that was created when you imported the ESXi image 6.1 to 5. 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 4.0 1. Right-click in the Attached Baselines pane and click Attach… 5. Click the Update Manager tab 4. 10. 8. Click Attach 15 . 9.7. Click on the virtual Datacenter object 3. Click View > Inventory > Hosts and Clusters (or press Ctrl+Shift+H) 2. 12. 11.

Click Finish Monitor progress until complete. Click Next 13. Enter a task name if you wish 11. 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. 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 15.7. Under Remediate Time choose Immediately (if you want to schedule if for later choose At Time: and select a date/time) 12. Accept the license agreement > click Next 9. If an error occurs and remediation fails diagnose the error(s) 16 .

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 . 7. 8. 6. 3. 4. Click View > Inventory > VMs and Templates (or press Ctrl+Shift+V) 2. 5. 6. 7. 5. 2. 3.Configure all Virtual Machines for VMware Tools Upgrade 1. 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.

The vSphere 5 Upgrade is now complete 18 . Click OK > click OK 10.9.

Profile-driven storage d. Navigate to C:\ProgramData\VMware\VMware VirtualCenter 2. Datastore Cluster b. Place checks in the following checkboxes as needed: a. VMware vSphere Update Manager (if not already checked) e. 3. 4. 6. vService 4. Delete your installation files Custom Roles: Update vSphere Permiossions as needed 1. Click OK -----------------------------------------------------END OF PROCEDURE---------------------------------------------------------- 19 .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. ESX Agent Manager c. Delete the backup SSL folder you created prior to the upgrade Remove the old vSphere Client 1. 5. 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.Post vSphere 5 Cleanup Delete the vCenter SSL Certificates Backups 1. 2. Click View > Administration > Roles (or press Ctrl+Shift+R) 2. Right-click on the role you want to edit and select Edit Role… 3.