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Upgrading vSphere from 4 to 5 Julian Wood

Upgrading vSphere from 4 to 5 Julian Wood. UK VMware User Group – 3 rd November 2011 #UKVMUG. Julian Wood IT Infrastructure Architect & Blogger www.WoodITWork.com @julian_wood. Upgrading vSphere from 4 to 5. What’s new The bigger picture Licensing The upgrade vCenter vSphere Client

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Upgrading vSphere from 4 to 5 Julian Wood

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  1. Upgrading vSphere from 4 to 5Julian Wood UK VMware User Group – 3rd November 2011 #UKVMUG

  2. Julian Wood IT Infrastructure Architect & Blogger www.WoodITWork.com @julian_wood

  3. Upgrading vSphere from 4 to 5 • What’s new • The bigger picture • Licensing • The upgrade • vCenter • vSphere Client • Web Client (Server) • Update Manager • ESX and/or ESXi Hosts • VM Tools & Hardware • VMFS

  4. vSphere 5 • Licensing Reporting Manager • Monster VMs • 32 vCPUs • 1TB memory • Auto Deploy • PowerCLI • PXE + Host Profiles • HA rewritten • Profile-Driven Storage • Storage DRS • Web Client • vCenter Appliance • No upgrade • No Linked Mode • Limited Plugins

  5. The bigger picture • What do you have now? • Future Strategy • Getting bigger and smarter • Think global • vCenter, VM? Split? • Network • Storage • Make things the same • Naming Standards • Roles and Permissions

  6. Licensing • A lesson in bad PR!  • Per Processor with vRAM entitlements • Advanced gone • vSphere Desktop • 60 day Trial • Enterprise Plus • Assist migration http://www.vmware.com/support/licensing/

  7. Migrate to vSphere 54 steps • Upgrade vCenter (+ other bits) • Upgrade to ESXi • Upgrade VMs (Tools / Hardware) • Recommended, not required • Upgrade VMFS • Recommended, not required • Each Phase Independent • VMware Tools 5.0 supported on ESX(i) 4.x

  8. 1. Upgrade vCenterSome research… • Pre-requisites • 64 bit OS only • Rebuild OS • Move the DB • Data Migration Tool for SQL Express • 64 bit database DSN • Can use 32 bit DB Server but check size • Check Plug-ins • Databases • Sort out database first • Oracle 9i not supported • MS SQL 2000 not supported

  9. Upgrading vCenterWorkflow

  10. Upgrading vCenterGetting started • vCenter Host Agent Pre-Upgrade Checker • Back it all up • Database • SSL Certs • vpxd.cfg • snapshot • Linked Mode • Unlink • Check Roles / Permissions / v4 Licenses • Heartbeat • Collapse • Database permissions

  11. Upgrading vCenterInstaller

  12. Upgrading vCenterThe Upgrade • Launch Installer • Questions: • License Agreement, Customer Info, License Key, ODBC, Upgrade DB, Automatic Agent Upgrade, Service Account, Folders, Ports, JVM Size, ephemeral ports • vSphere Client

  13. Web Client (Server)The Install • Launch Installer • Questions: • License, Customer Info, Ports, folders,

  14. Update ManagerThe Upgrade • Cannot change path / patch download location • Requires reinstall • ESXi host patching • No more Guest VM patching • Questions: • Upgrade, License, delete old upgrade files, download updates after installation, vCenter credentials, DSN, Upgrade, Ports • Update Manager Client • Plug-ins | Manage Plug-ins

  15. Upgrading vCenterPost Upgrade • Plug-ins • License Keys • VI 2.5 License server for 3.5 hosts • Heartbeat • Linked Mode

  16. 2. Upgrade to ESXi 5The Options • Auto-Deploy • Fresh Install with ESXi Installer • Upgrade - ESXi Installer • Supported on both ESX4 and ESXi4 • Easy, fast, familiar • Interactive, not scalable, need host console access • Upgrade - Update Manager • Supported on both ESX4 and ESXi4 • Fully automated, multiple hosts in parallel, no console access, from vSphere Client • Needs Update Manager, disk partitioning pre-requisites

  17. Upgrading to ESXi 5Non-disruptively • Use advanced vSphere features • 60 day trial license • vMotion, DRS, Storage vMotion • Use Cluster • Maintenance Mode • Can mix ESX(i) 3.5, 4.x & ESXi 5 in same cluster • Watch VM Tools, Hardware & VMFS versions

  18. Upgrading to ESXi 5Keeping the host config • Service console port group removed, NICs converted to VMkernel NICs • Most ESX/ESXi host config kept, but not all • What you lose • /etc/sysconfig/mouse& /etc/sudoers • Custom Service Console config files • Scripts added to /etc/rc.d • Rulesetfiles and customisedfirewall rules • Info in custom disk partitions • Local users and groups

  19. ESXi Dual Image Architecture

  20. Upgrading to ESXi 5Pre-requisites • Upgrade ESX(i) 3.x to 4 first • Back up • Check Hardware HCL requirements • BIOS • Additional Drivers • Disk Space • 50MB on boot disk VMFS • ESX • > 1GB /boot partition • Update Manager requires 350MB free in /boot • VMFS volume must start after sector 1843200 (1GB)

  21. Upgrading to ESXi 5ESX Disk Partitioning • VMFS volume must start after sector 1843200 (1GB) • From shell run “fdisk –ul”

  22. Upgrading to ESXi 5Process Summary • ESX • ESXi

  23. Upgrading to ESXi 5Update Manager • Import ESXi image into Update Manager • Create an Upgrade Baseline • Attach Baseline to Datacenter/Cluster/Host • Run a scan • Remediate • Cluster will be rolling upgrade

  24. Upgrading to ESXi 5ESXi Installer • Maintenance Mode • Boot off DVD/USB/PXE • Select Boot Device • Select Option to Migrate • If not, check disk requirements • 3rd party software warning • Confirm and upgrade • Reconnect in VC

  25. Upgrading to ESXi 5Post Upgrade • Configure Syslog Collector • Configure Dump Collector • Configure Remote Management Host • vSphere PowerCLI • vSphere CLI • vMA

  26. 3. Upgrade VMsVM Tools • VM Tools 4 & 5 supported on both ESX(i) 4 & 5 • Options • Manual/scripted Install • vCenter • Update Manager

  27. Upgrading VMsVM Hardware • Upgrade Tools First • ESXi 5 supports Hardware 4,7,8 • Hardware 8 cannot run on ESX(i)4 • Upgrade hardware only when whole cluster is ESXi 5 • Upgrade with vCenter / Update Manager

  28. 4. Upgrade VMFS • ESXi 5 supports VMFS 3.x & 5 • VMFS 5 volumes not accessible by ESX(i) 4 hosts • VMFS 5 upgraded limitations • Previous block size • 64KB not 8KB subblocks • No Roll Back

  29. VMware ViewConsiderations • If upgrading separately • After upgrading all hosts, restart View Composer Service • After VM Tools upgrade, reinstall View Agent • Guarantees drivers are compatible.

  30. Links… • vSphere 5 Upgrade Guide http://pubs.vmware.com/vsphere-50/topic/com.vmware.ICbase/PDF/vsphere-esxi-vcenter-server-50-upgrade-guide.pdf • vSphere5 Pre-Upgrade Checklist http://www.vmware.com/files/pdf/techpaper/VMware-vSphere-50-Upgrade-Checklists.pdf • vSphere5.0 Upgrade Best Practices http://www.vmware.com/files/pdf/techpaper/VMware-vSphere-50-Upgrade-Best-Practices-Technical-White-Paper.pdf • Licensing http://www.vmware.com/products/vsphere/upgrade-center/licensing.html

  31. Upgrading vSphere from 4 to 5Julian Wood UK VMware User Group – 3rd November 2011 #UKVMUG

  32. Upgrading vCenter

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