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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

Upgrading vSphere from 4 to 5Julian Wood

UK VMware User Group – 3rd November 2011

#UKVMUG

slide2

Julian Wood

IT Infrastructure Architect & Blogger

www.WoodITWork.com

@julian_wood

upgrading vsphere from 4 to 5
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
vsphere 5
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
the bigger picture
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
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
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
1 upgrade vcenter some research
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
upgrading vcenter getting started
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
upgrading vcenter the upgrade
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
web client server the install
Web Client (Server)The Install
  • Launch Installer
  • Questions:
    • License, Customer Info, Ports, folders,
update manager the upgrade
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
upgrading vcenter post upgrade
Upgrading vCenterPost Upgrade
  • Plug-ins
  • License Keys
    • VI 2.5 License server for 3.5 hosts
  • Heartbeat
  • Linked Mode
2 upgrade to esxi 5 the options
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
upgrading to esxi 5 non disruptively
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
upgrading to esxi 5 keeping the host config
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
upgrading to esxi 5 pre requisites
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)
upgrading to esxi 5 esx disk partitioning
Upgrading to ESXi 5ESX Disk Partitioning
  • VMFS volume must start after sector 1843200 (1GB)
  • From shell run “fdisk –ul”
upgrading to esxi 5 update manager
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
upgrading to esxi 5 esxi installer
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
upgrading to esxi 5 post upgrade
Upgrading to ESXi 5Post Upgrade
  • Configure Syslog Collector
  • Configure Dump Collector
  • Configure Remote Management Host
    • vSphere PowerCLI
    • vSphere CLI
    • vMA
3 upgrade vms vm tools
3. Upgrade VMsVM Tools
  • VM Tools 4 & 5 supported on both ESX(i) 4 & 5
  • Options
    • Manual/scripted Install
    • vCenter
    • Update Manager
upgrading vms vm hardware
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
4 upgrade vmfs
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
VMware ViewConsiderations
  • If upgrading separately
    • After upgrading all hosts, restart View Composer Service
    • After VM Tools upgrade, reinstall View Agent
    • Guarantees drivers are compatible.
links
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

upgrading vsphere from 4 to 5 julian wood32

Upgrading vSphere from 4 to 5Julian Wood

UK VMware User Group – 3rd November 2011

#UKVMUG