VMware ESX 4.0 - GETTING STARTED UPDATE 1 General instructions

vSphere Upgrade Guide

Update 1

ESX 4.0

ESXi 4.0

vCenter Server 4.0

vSphere Client 4.0

This document supports the version of each product listed and

supports all subsequent versions until the document is replaced

by a new edition. To check for more recent editions of this

document, see http://www.vmware.com/support/pubs.

EN-000259-02

vSphere Upgrade Guide

2 VMware, Inc.

You can find the most up-to-date technical documentation on the VMware Web site at:

http://www.vmware.com/support/

The VMware Web site also provides the latest product updates.

If you have comments about this documentation, submit your feedback to:

[email protected]

intellectual property laws. VMware products are covered by one or more patents listed at

http://www.vmware.com/go/patents.

VMware is a registered trademark or trademark of VMware, Inc. in the United States and/or other jurisdictions. All other marks

and names mentioned herein may be trademarks of their respective companies.

VMware, Inc.

3401 Hillview Ave.

Palo Alto, CA 94304

www.vmware.com

Contents

Updated Information 7

About This Book 9

1Changes to the Upgrade Process 11

vCenter Server Upgrade 11

Host Upgrade 11

Datastore Upgrade 12

Virtual Machine Upgrade 12

Licensing 13

2Example Upgrade Scenarios 15

About the Upgrade Process 15

Upgrading Environments with Host Clusters 16

Upgrading Environments Without Host Clusters 17

Upgrading by Moving Virtual Machines Using VMotion 18

Upgrading by Moving Virtual Machines Using Upgrade VMotion 20

Upgrading by Moving Powered Off or Suspended Virtual Machines (with vCenter Server) 22

Upgrading by Moving Powered Off or Suspended Virtual Machines (Without vCenter Server) 23

Upgrading to vCenter Server on a New Machine 24

3Changing Host Types 27

Change ESX to ESXi Installable 27

Change ESXi Embedded to ESX 27

Change ESXi Embedded to ESXi Installable 28

4System Requirements 29

ESX Hardware Requirements 29

ESXi Hardware Requirements 32

vCenter Server and vSphere Client Hardware Requirements 34

vCenter Server Software Requirements 35

vSphere Client Software Requirements 36

Support for 64-Bit Guest Operating Systems 36

Requirements for Creating Virtual Machines 36

Required Ports 36

Supported Remote Management Firmware Versions 38

5Preparing for the Upgrade to vCenter Server 39

About the vCenter Server 4.0 Upgrade 39

vCenter Server Upgrade Summary 39

Prerequisites for the vCenter Server Upgrade 40

VMware, Inc. 3

vCenter Server Database Patch and Configuration Requirements 42

Database Scenarios 43

Configure vCenter Server to Communicate with the Local Database After Shortening the Computer

Name to 15 Characters or Fewer 44

Back Up VirtualCenter 2.x 45

Run the vCenter Agent Preupgrade Check Tool 45

Downtime During the vCenter Server Upgrade 47

6Upgrading to vCenter Server 4.0 49

About the Database Upgrade Wizard 49

Upgrade to vCenter Server 49

7Upgrading to vCenter Server on a Different Machine and Keeping the Existing

Database 53

Back Up and Restore a Microsoft SQL Database 53

Detach and Attach a Microsoft SQL Server Database 54

Back Up and Restore an Oracle Database 55

Create a 32-Bit DSN on a 64-Bit Operating System 56

Upgrade to vCenter Server on a Different Machine 56

8Postupgrade Considerations for vCenter Server 59

Upgrade to the vSphere Client 60

Using a License Server to Manage ESX 3.x/ESXi 3.5 Hosts 60

License Server Scenarios 61

Join a Linked Mode Group After a vCenter Server 4.0 Upgrade 61

Set the Maximum Number of Database Connections After a vCenter Server Upgrade 62

Restore VirtualCenter 2.x 63

9Upgrading Datastore and Network Permissions 65

Datastore Privileges 66

Network Privileges 66

Update Datastore Permissions 67

Update Network Permissions 68

10 Preparing for the Upgrade to ESX 4.0/ESXi 4.0 71

About Host Upgrades 71

vSphere Host Update Utility 72

vCenter Update Manager 72

Recommendation for Static IP Addresses 73

List of Upgraded vSphere Components 73

List of Preserved Configuration Components 74

Back Up the ESX Host Configuration 75

Back Up the ESXi Host Configuration 75

Release Upgrade Support for ESX/ESXi 76

11 Upgrade to ESX 4.0 or ESXi 4.0 79

Upgrade ESX Hosts 79

Upgrade ESXi Hosts 81

vSphere Upgrade Guide

4 VMware, Inc.

12 Postupgrade Considerations for Hosts 83

Restore vSphere Web Access on ESX Hosts 84

Evaluation Period Countdown 85

Clean Up the ESX Bootloader Menu After Upgrade 85

About the esxconsole.vmdk 86

Uninstalling the VMware License Server 86

vSphere Host Update Utility Support for Rolling Back ESX/ESXi Upgrades 87

Roll Back an ESX Upgrade 87

Roll Back an ESXi Update, Patch, or Upgrade 88

Restore the ESX Host Configuration 88

Restore the ESXi Host Configuration 88

13 Upgrading Virtual Machines 89

About VMware Tools 90

About Virtual Machines and ESX/ESXi Upgrades 90

Orchestrated Upgrade of Virtual Machines Scenario 90

Planning Downtime for Virtual Machines 91

Downtime for Upgrading Virtual Machines 91

Perform an Interactive Upgrade of VMware Tools on a Microsoft Windows Guest 92

Perform an Interactive Upgrade of VMware Tools on a Linux Guest in an X Terminal 93

Perform an Interactive Upgrade of VMware Tools on a Linux Guest with the RPM Installer 94

Perform an Interactive Upgrade of VMware Tools on a Linux Guest with the Tar Installer 96

Perform an Interactive Upgrade of VMware Tools on a Solaris Guest 97

Perform an Interactive Upgrade of VMware Tools in a Netware Virtual Machine 98

Perform an Automatic Upgrade of VMware Tools 99

Upgrade VMware Tools on Multiple Virtual Machines 100

Configure a Virtual Machine to Automatically Upgrade VMware Tools 101

Upgrade Virtual Hardware 101

Upgrade Virtual Hardware on Multiple Virtual Machines 102

14 About Host Updates and Patches 105

Best Practices for Updates 105

About Patching Hosts with vSphere Host Update Utility 105

About the vihostupdate Command-Line Utility 108

Index 113

Contents

VMware, Inc. 5

vSphere Upgrade Guide

6 VMware, Inc.

Updated Information

This vSphere Upgrade Guide is updated with each release of the product or when necessary.

This table provides the update history of the vSphere Upgrade Guide.

Revision Description

EN-000259-02 nRenamed and clarified descriptions for various vCenter Server components in the section “vCenter

Server Upgrade Summary,” on page 39.

nAdded a reference regarding rollup jobs in relationship to detaching and attaching the vCenter Server

database to a different Microsoft SQL Server in the section “Detach and Attach a Microsoft SQL

Server Database,” on page 54.

nAdded a sentence to indicate that vSphere Host Update Utility does not support authenticated

proxies.

nAdded wording in various locations to indicate that upgrade to ESX 4.0 includes ESX 4.0 Update (or

ESX 4.0 Update 1 and later).

EN-000259-01 nAdded information on upgrade from ESX 3.5 Update 5 in the section “Upgrading Environments

with Host Clusters,” on page 16.

nAdded note on upgrade from ESX 3.5 Update 5 in the section “Upgrading Environments Without

Host Clusters,” on page 17.

nChanged support for ESX 3.0.0 and 3.0.1 to "Limited Support" in Table 10-2 in the section “Release

Upgrade Support for ESX/ESXi,” on page 76.

nAdded section “Upgrading from ESX 3.0.0 and 3.0.1,” on page 77.

EN-000259-00 Initial release.

VMware, Inc. 7

vSphere Upgrade Guide

8 VMware, Inc.

About This Book

The vSphere Upgrade Guide describes how to upgrade from earlier versions of VMware® ESX™, ESXi, and

VMware vCenter™ Server to ESX 4.0/ESXi 4.0 and vCenter Server 4.0.

This guide includes the following tasks:

nUpgrade to vCenter Server 4.0.

nInstall vCenter Server 4.0 on a different machine and keep the VirtualCenter 2.x database. You would do

this if you are upgrading from a 32-bit server to a 64-bit server, for example.

nUpgrade to ESX 4.0 from ESX 3.x.

nUpgrade to ESXi 4.0 from ESXi 3.5.

nUpgrade to ESX 4.0 from ESX 2.5.x using upgrade VMotion.

nUpgrade to ESX 4.0 from ESX 2.5.x using cold migration.

nChange ESX to ESXi and the reverse.

nUpgrade VMware Tools and virtual hardware.

To learn how to simplify and automate your datacenter upgrade, see the vCenter Update Manager Administration

Guide.

If you have legacy versions of ESX, ESXi, and VirtualCenter, and you want to migrate to

VMware vsphere™ 4.0 by performing fresh installations that do not preserve existing data, see the following

manuals:

nESX and vCenter Server Installation Guide

nESXi Installable and vCenter Server Setup Guide

nESXi Embedded and vCenter Server Setup Guide

Intended Audience

This book is intended for anyone who needs to upgrade from earlier versions of ESX/ESXi and vCenter Server

to ESX 4.0/ESXi 4.0 and vCenter Server 4.0. The information in this manual is written for experienced Microsoft

Windows or Linux system administrators who are familiar with virtual machine technology and datacenter

operations.

Document Feedback

VMware welcomes your suggestions for improving our documentation. If you have comments, send your

feedback to [email protected].

VMware, Inc. 9

VMware vSphere Documentation

The vSphere documentation consists of the combined VMware vCenter Server and ESX/ESXi documentation

set.

Technical Support and Education Resources

The following technical support resources are available to you. To access the current version of this book and

other books, go to http://www.vmware.com/support/pubs.

Online and Telephone

Support

To use online support to submit technical support requests, view your product

and contract information, and register your products, go to

http://www.vmware.com/support.

Customers with appropriate support contracts should use telephone support

for the fastest response on priority 1 issues. Go to

http://www.vmware.com/support/phone_support.html.

Support Offerings To find out how VMware support offerings can help meet your business needs,

go to http://www.vmware.com/support/services.

VMware Professional

Services

VMware Education Services courses offer extensive hands-on labs, case study

examples, and course materials designed to be used as on-the-job reference

tools. Courses are available onsite, in the classroom, and live online. For onsite

pilot programs and implementation best practices, VMware Consulting

Services provides offerings to help you assess, plan, build, and manage your

virtual environment. To access information about education classes,

certification programs, and consulting services, go to

http://www.vmware.com/services.

vSphere Upgrade Guide

10 VMware, Inc.

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