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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Preparing for VMware vSphere 5.0 Upgrade
Gather Required Files
1. Ensure that you have the necessary files at the local site to upgrade to vSphere 5, both for
vCenter and the hypervisor
2. Ensure that you have the proper vSphere 5 licenses. You will need the license for vCenter and
the ESXi hosts. The 4.1 licenses will not work for 5.0.
Run the vCenter Host Agent Pre-Upgrade Checker
1. Open up the folder and right-click on autorun and select Run as administrator > click Yes
2. At the bottom click on vCenter Host Agent Pre-Upgrade Checker > click the Install button on
the right
3. When the wizard opens click Next
4. Select the proper DSN for the vcenter server
5. Select the Use Windows Credentials option > click Next
6. Standard Mode should be selected by default > click Next
7. Click Run precheck
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8. Once complete ensure that the Host with errors is listed as 0
9. Click Next > all hosts should show as Passed > click Next > click Finish
Backup the vCenter SSL Certificates
1. 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. Log into the SQL server
2. Launch SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > Sql
Server Management Studio)
3. If needed enter in the server name and choose authentication method > click Connect
4. Expand Databases > expand System Databases
5. Expand msdb > Security > Users
6. Right-click Users and select Add User
7. For the User name enter whichever user you are using to install vCenter
8. For the Login name enter whichever user you are using to install vCenter
9. Under Role Member select db_owner
10. Click OK
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Backup the vCenter Database
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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
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Perform VMware vCenter 5.0 Upgrade
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If not already, connect to vCenter server
Go to the folder where your installation files are
Right-click on autorun.exe and Run as Administrator
Click on vCenter Server > click Install
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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
10. The DSN and ODBC driver should be displayed, 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
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11. Choose Upgrade existing vCenter Server Database
12. Check the checkbox confirming you have backed up the SSL certificates
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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
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22. Unless needed, leave the checkbox unchecked for the ephemeral ports option
23. Click Install
24. When complete click Finish
Install the new vSphere Client
1. Open up the vSphere client on the server and login
2. You will be prompted to upgrade your client, choose Run The Installer
3. Run through the wizard and click Finish once complete
**For SQL Server Database** Remove Additional Permissions from MSDB
1. Log into SQL server
2. Launch SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > Sql
Server Management Studio)
3. If needed enter in the server name and select Authentication method > click Connect
4. Expand Databases > expand System Databases
5. Expand msdb > Security > Users
6. Right-click on user you added earlier
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9. > 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. Log into the SQL server
2. Launch SQL Server Management Studio (Start > All Programs > Microsoft SQL Server 2008 > Sql
Server Management Studio)
3. If needed enter in the server name and select an Authentication method > click Connect
4. Right-click on Databases > click New Database…
5. Enter a database name
6. Click OK
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If Databases is expanded, 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
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Create a 32bit DSN for Update Manager
1. RDP to vCenter server
2. Click Start > type c:\windows\syswow64 > press Enter
3. Find odbcad32.exe and execute it
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Click on the System DSN tab
Click Add…
Scroll down to the bottom and select SQL Server Native Client 10.0
Click Finish
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8. Enter in a name
9. In the Server box type in the name of your SQL server
10. Click Next
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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. Click OK > click OK to exit the ODBC Data Source Administrator
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Install VMware vSphere Update Manager
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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
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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
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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. Click Next
18. Click Install
19. Once complete click Finish
Change the Log On As Account for Update Manager Services
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Click Start > type services.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). If you don’t have it already, logging into vSphere using an older client should prompt
you to install the new one
1. Open up the vSphere client and login
2. From the top menu click Plug-ins > click Manage Plug-ins…
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3. At the bottom under Available Plug-ins find the VMware vSphere Update Manage Extension >
click the Download and Install… hyperlink
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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. If the Update Manager tab is not showing up click on the Plug-ins menu > click Manage Plugins…
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13. 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 4.1 to version 5.0 using vSphere Update
Manager
Import ESXi Image into Update Manager
1. RDP to vCenter server
2. Login to vSphere using the vSphere client
3. Click View > Solutions and Applications > Update Manager
4. Click on the ESXi Images tab
5. Click on the Import ESXi Image… hyperlink
6. Click Browse
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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. 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 4.1 to 5.0
1. Click View > Inventory > Hosts and Clusters (or press Ctrl+Shift+H)
2. Click on the virtual Datacenter object
3. Click the Update Manager tab
4. Right-click in the Attached Baselines pane and click Attach…
5. Under the Upgrade Baselines place a check next to the baseline that was created when you
imported the ESXi image
6. Click Attach
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7. Click the Remediate… button
8. Accept the license agreement > click Next
9. If you have third-party software installed (such as CIM) check the checkbox to Remove installed
third-party software > click Next
10. Enter a task name if you wish
11. Under Remediate Time choose Immediately (if you want to schedule if for later choose At Time:
and select a date/time)
12. Click Next
13. 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. Click Next
15. Click Finish
Monitor progress until complete. If an error occurs and remediation fails diagnose the error(s)
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Configure all Virtual Machines for VMware Tools Upgrade
1. Click View > Inventory > VMs and Templates (or press Ctrl+Shift+V)
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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
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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
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9. Click OK > click OK
10. The vSphere 5 Upgrade is now complete
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Post vSphere 5 Cleanup
Delete the vCenter SSL Certificates Backups
1. Navigate to C:\ProgramData\VMware\VMware VirtualCenter
2. Delete the backup SSL folder you created prior to the upgrade
Remove the old vSphere Client
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Click Start > click Control Panel
Click Programs and Features (or Uninstall a Program depending on your view)
Scroll down and click VMware vSphere Client 4.1 > 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. Delete your installation files
Custom Roles: Update vSphere Permiossions as needed
1. Click View > Administration > Roles (or press Ctrl+Shift+R)
2. Right-click on the role you want to edit and select Edit Role…
3. Place checks in the following checkboxes as needed:
a. Datastore Cluster
b. ESX Agent Manager
c. Profile-driven storage
d. VMware vSphere Update Manager (if not already checked)
e. vService
4. Click OK
-----------------------------------------------------END OF PROCEDURE----------------------------------------------------------
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