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Upgrading VMware

vSphere 4.X to
vSphere 5
Performing an Orchestrated upgrade

This document covers upgrading of vCenter Server, VMware vSphere Update Manager and
ESX 4.X or ESXi 4.X to the latest version, VMware vSphere 5

2011

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CONTENTS
Contents ............................................................................................................................................................................2
Prepare to Upgrade vCenter Server........................................................................................................................................3
Create Snapshot ...........................................................................................................................................................3
Connect to vCenter Server .............................................................................................................................................4
Upgrade vCenter Server .......................................................................................................................................................5
Upgrade VMware vSphere Update Manager ......................................................................................................................... 12
Upgrade the vSphere Client ................................................................................................................................................ 17
Log-in to the upgraded vCenter Server .......................................................................................................................... 21
Commit (Delete) Snapshot ........................................................................................................................................... 24
Perform an Orchestrated Upgrade of ESX/ESXi to ESXi 5 ......................................................................................................... 25
Upload ESXi Images and create Upgrade Baseline ........................................................................................................... 25
Attach Upgrade Baselines ............................................................................................................................................ 29
Check Upgrade Success ............................................................................................................................................... 35


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www.vmsources.com | Prepare to Upgrade vCenter Server 3

PREPARE TO UPGRADE VCENTER SERVER
CREATE SNAPS HOT
1. Create a Snapshot of vCenter Server
a.
b.
c.
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d.
CONNECT TO VCENTER S ERVER
2. Log on to the vCenter 4.X server (physical or VM) using RDP
a. To avoid being disconnected while upgrading the vCenter server, it is important to use a physical console
connection, RDP, or the vSphere Client connected directly to an ESX server.
b.
3. Access the vCenter 5.X installation files.
a. The files may be in an *.iso or *.zip and may require extraction to be usable. We use 7-ZIP to extract both *.iso and
*.zip files
b. In our environment, the vCenter 5 is located in: \\share\files\vSphere 5\VMware-VIMsetup-all-5.X.X-XXXXXX

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c. Copy the entire VMware-VIMsetup-all-5.X.X-XXXXXX folder to the desktop

d. Initiate the VMware-VIMsetup-all-5.X.X-XXXXXX installer by douple-clicking on autorun.exe

UPGRADE VCENTER SERVER
4. Install vCenter Server
a.
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b.
c.
d.
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e.
f.
g.
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h.
i.
j.
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k.
l.
m.
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n.
o.
p.
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q.
r.

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UPGRADE VMWARE VSPHERE UPDATE MANAGER
5. Run the VMware vSphere Update Manager installer
a.
b.
c.
d.
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e.
f.
g.
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h.
i.
j.
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k.
l.
m.
n. This message might appear several times:
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o.
p.
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q.
UPGRADE THE VSPHERE CLIENT
6. Upgrade the vSphere Client from any desktop and connect to the upgraded vCenter Server
a.
b.
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c.
d.
e.
f.
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g.
h.
i.
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j.
k.

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LOG- I N TO THE UPGRADED VCENTER S ERVER
1. Log-in to the upgraded vCenter Server
a.
b.
2. Install the new vSphere Update Manager Plug-inplug-in
a.
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b.
c.
d.
e.
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f.
g.
h.
i. Even after the VUM Client has finished installing, wait until it is listed as an installed plug-in before closing the plug-
in manager
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.
COMMI T ( DELETE) SNAPS HOT
3. Commit (Delete) Snapshot
a.
b.
c.


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PERF ORM AN ORCHESTRATED UPGRADE OF ESX/ESXI TO ESXI 5
UPLOAD ESXI I MAGES AND CREATE UPGRADE BAS ELI NE
1. Upload ESXi Images and create Upgrade Baseline
a. Now go to the Home Screen and select Update Manager

b. Select the tab: ESXi Images

c. Choose: Import ESXi Image

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d.
e.
f.
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g.
h. Pleace a check in: Install this certificate......

i.
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j.
k. Name your new baseline and then click: Finish

l. Your new Baseline appears in the list with the default baselines as well as any other baselines you may have
configured.
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ATTACH UPGRADE BAS ELI NES
2. Attach Baselines to ESX/ESXi Server(s)
a. Choose: Hosts and Clusters

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b. Select the tab: Update Manager

c.
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d.
e. Choose: Upgrade Baseline

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f. Now select the upgrade baseline created earlier and all of the ESX/ESXi Servers to be upgraded.

g.
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h.
i.
j.
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k.
l. Choose: Finish

m. vCenter will begin migrating Virtual Machines from ESX/ESXi Server(s) to be upgraded.

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n. Migrations are completed

o. ESX/ESXi Server(s) will then be placed into Maintenance Mode

p. Upgraded ESX/ESXi Server(s) will reboot

CHECK UPGRADE S UCCESS
3. View Results
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a.