Monday, January 17, 2011

Upgrade to VMware View Manager 4.5 - a use case scenario

Upgrading your existing version of View (4.0) to the newer version 4.5 could be a little tricky, if certain steps are not performed in the correct order. The documentation provided by VMware is very exhaustive but not that user friendly.
I have penciled out a procedure that might be helpful in determining the upgrade plan specific to your environment.

It is IMPORTANT that you go through the upgrade guide and the installation guide in addition to the below procedure. This is a specific use case scenario applicable for the setup mentioned below.
1. vCenter is 4.0 and running on 32 bit machine. Also installed on same machine is View Composer 2.0. View Connection Server is also running on a 32 bit machine.
2. vCenter has to be migrated to a 64 bit machine and upgraded to 4.1.
3. View Composer has to be upgraded to 2.5.
4. View Connection Server also has to be migrated to a different 64 bit VM.
5. Standalone SQL 2005 is used as a database for both vCenter and View Composer.

Recommended:
- Preferably, perform all the below steps with a domain administrator account, that is also part of the local administrators group.
- Also when running any program during the installation, always select the "Run as Administrator" option.

To do before the upgrade:
1. Check the compatibility of all involved products.
2. Take a backup of your Virtual Center Database and View Composer Database.
3. Note down the computer name and the ip address of the existing 4.0 Virtual Center Server.
4. Make a copy of the folder that contains SSL certificates (on the existing 4.0 Virtual Center Server).
This folder is located at %ALLUSERSPROFILE%\Application Data\VMware\VMware VirtualCenter.
5. Schedule downtime for your View infrastructure, disable all provisioning.


Upgrade Virtual Center to 4.1 and View Composer to 2.5
[The below steps can also be leveraged to migrate your VMware update manger and orchestrator also.]

On the existing vCenter Server machine:
- Run the View Composer 2.5 installation on this machine and upgrade the View Composer to 2.5 on this machine. Perform steps given in Pg. 31 of the View 4.5 upgrade guide.
- Stop the Virtual Center Server and View composer service.
- Take a backup of the Virtual Center database and View Composer database. These would be bak files. These files would be used to restore the database on the new Virtual Center machine. (Instead of backup you can also use the Detach/Attach option to move the database.)
- Migrate the RSA key container used by View Composer. Refer pg. 31 of the View 4.5 upgrade guide.
- Mount the vCenter 4.1 installation to this VM. Navigate the contents and you should find a Datamigration folder containing a datamigration.zip file.
- Extract this file on to the local system.
- Open command prompt (run as administrator) and navigate to the folder where you extracted the contents of the datamigration.zip file and execute the "backup.bat" script.
- Once the script completes, copy the datamigration folder completely to the network location which is accessible from the newly created VM.
- Remove this machine from the domain.
- Shut down the existing virtual center.

On the new 64 bit machine created to host vCenter 4.1 and Composer 2.5:
- Change the name of this VM to be the same as the original Virtual center machine and add to domain.
- Assign the same IP address as the original Virtual center machine.
- Migrate the RSA key container as per steps given in pg. 32 of the View 4.5 upgrade guide.
- Install the database application and restore the Virtual Center database and View Composer database.
- Create a 64-bit DSN for the Virtual Center database and the View Composer database.
- Copy the datamigration folder from the network location to this machine.
- Open command prompt and navigate to this folder and execute the "install.bat" script.
- You will have to have the vCenter 4.1 installation files on this machine (mount the vCenter 4.1 iso on this VM).
- The "install.bat" script will start the installation of the Virtual Center 4.1. Point to the 64-bit DSN when prompted and complete the installation.

- Start the installation of View Composer 2.5
- When prompted for the DSN, manually enter the name of the 64 bit DSN that you created pointing to the restored View Composer database.


Upgrade View Connection Server to 4.5

On the existing View Connection Server:
- Run the installation for View Connection Server 4.5 and upgrade the existing installation.

On the new View Connection Server:
- Start the installation for View Connection Server 4.5 and select the option "Replica Server" and point to the existing View Connection Server.
- Finish the installation.
You can then uninstall the Connection Server from the old machine.
If you still find the old connection server listed under Connection Server in the admin portal, you need to run the vdmadmin command to remove it. (Pg. 24 of View 4.5 upgrade guide.)

Note: The name of the Connection Server has to be updated.

If this article is of some help, please leave a comment.

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