Transcript Upgrading vSphere from 4 to 5

Upgrading vSphere from 4 to 5
Julian Wood
UK VMware User Group – 3rd November 2011
#UKVMUG
Julian Wood
IT Infrastructure Architect & Blogger
www.WoodITWork.com
@julian_wood
Upgrading vSphere from 4 to 5
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What’s new
The bigger picture
Licensing
The upgrade
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vCenter
vSphere Client
Web Client (Server)
Update Manager
ESX and/or ESXi Hosts
VM Tools & Hardware
VMFS
vSphere 5
• Licensing Reporting
Manager
• Monster VMs
– 32 vCPUs
– 1TB memory
• Auto Deploy
– PowerCLI
– PXE + Host Profiles
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HA rewritten
Profile-Driven Storage
Storage DRS
Web Client
vCenter Appliance
– No upgrade
– No Linked Mode
– Limited Plugins
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
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/
Migrate to vSphere 5
4 steps
1. Upgrade vCenter (+ other bits)
2. Upgrade to ESXi
3. Upgrade VMs (Tools / Hardware)
– Recommended, not required
4. Upgrade VMFS
– Recommended, not required
• Each Phase Independent
• VMware Tools 5.0 supported on ESX(i) 4.x
1. Upgrade vCenter
Some 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
Upgrading vCenter
Workflow
Upgrading vCenter
Getting started
• vCenter Host Agent Pre-Upgrade Checker
• Back it all up
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Database
SSL Certs
vpxd.cfg
snapshot
• Linked Mode
– Unlink
– Check Roles / Permissions / v4 Licenses
• Heartbeat
– Collapse
• Database permissions
Upgrading vCenter
Installer
Upgrading vCenter
The 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
Web Client (Server)
The Install
• Launch Installer
• Questions:
– License, Customer Info, Ports, folders,
Update Manager
The 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
Upgrading vCenter
Post Upgrade
• Plug-ins
• License Keys
– VI 2.5 License server for 3.5 hosts
• Heartbeat
• Linked Mode
2. Upgrade to ESXi 5
The Options
1. Auto-Deploy
2. Fresh Install with ESXi Installer
3. Upgrade - ESXi Installer
– Supported on both ESX4 and ESXi4
– Easy, fast, familiar
– Interactive, not scalable, need host console access
4. 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
Upgrading to ESXi 5
Non-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
Upgrading to ESXi 5
Keeping 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
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/etc/sysconfig/mouse & /etc/sudoers
Custom Service Console config files
Scripts added to /etc/rc.d
Ruleset files and customised firewall rules
Info in custom disk partitions
Local users and groups
ESXi Dual Image Architecture
Upgrading to ESXi 5
Pre-requisites
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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)
Upgrading to ESXi 5
ESX Disk Partitioning
• VMFS volume must start after sector 1843200 (1GB)
• From shell run “fdisk –ul”
Upgrading to ESXi 5
Process Summary
• ESX
• ESXi
Upgrading to ESXi 5
Update Manager
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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
Upgrading to ESXi 5
ESXi Installer
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Maintenance Mode
Boot off DVD/USB/PXE
Select Boot Device
Select Option to Migrate
– If not, check disk requirements
5. 3rd party software warning
6. Confirm and upgrade
7. Reconnect in VC
Upgrading to ESXi 5
Post Upgrade
• Configure Syslog Collector
• Configure Dump Collector
• Configure Remote Management Host
– vSphere PowerCLI
– vSphere CLI
– vMA
3. Upgrade VMs
VM Tools
• VM Tools 4 & 5 supported on both ESX(i) 4 & 5
• Options
– Manual/scripted Install
– vCenter
– Update Manager
Upgrading VMs
VM Hardware
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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
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
VMware View
Considerations
• If upgrading separately
– After upgrading all hosts, restart View Composer
Service
– After VM Tools upgrade, reinstall View Agent
– Guarantees drivers are compatible.
Links…
• vSphere 5 Upgrade Guide
http://pubs.vmware.com/vsphere50/topic/com.vmware.ICbase/PDF/vsphere-esxi-vcenter-server-50upgrade-guide.pdf
• vSphere 5 Pre-Upgrade Checklist
http://www.vmware.com/files/pdf/techpaper/VMware-vSphere-50Upgrade-Checklists.pdf
• vSphere 5.0 Upgrade Best Practices
http://www.vmware.com/files/pdf/techpaper/VMware-vSphere-50Upgrade-Best-Practices-Technical-White-Paper.pdf
• Licensing
http://www.vmware.com/products/vsphere/upgradecenter/licensing.html
Upgrading vSphere from 4 to 5
Julian Wood
UK VMware User Group – 3rd November 2011
#UKVMUG
Upgrading vCenter