Other posts in this series:
- Part 1 – Planning & Backups and Prep
- Part 2 – Unlink vCenter & Upgrade/Install Single Sign-on & Upgrade vSphere Web client
- Part 3 – Upgrade vCenter Inventory Service & Upgrade vCenter Server & Upgrade vCenter Update Manager
- Part 4 – Upgrade SRM & Upgrade SRA, Re-link vCenter & Site Secondary Upgrade
- Part 5 – Post upgrade tasks
- Part 6 – Upgrade ESXi hosts & Upgrade VMware Tools
Step 20: Upgrade the ESXi hosts using Update Manager
20.1: The first step to carry out is to create a new baseline with the ESXi image. To do this go to Update Manager from the home page on the vSphere client
20.2: Click on the ESXi Images tab as you’ll need to upload the image before configuring a new baseline. Select Import ESXi image
20.4: Accept the certificate if you’re prompted by click Ignore
20.5: The image will begin to upload
20.6: Once completed click Next
20.7: Create a new baseline and click Finish
20.8: Go to Baselines and Groups and the newly created baseline will appear
20.9: Next, click on Compliance View and it will bring you to the root of vCenter within Update Manager. Select Attach and add the Upgrade Baseline for ESX 5.5 and select Attach
20.10: Next click on Scan and select Upgrades as the scan criteria. Click Scan
20.11: This will kick off a scan across the entire environment. As there are two different sites with separate Update Manager Servers the above steps will need to be carried out there also.
20.12: The next steps are to update the individual ESXi hosts to not cause any downtime. Put one of the hosts in maintenance mode and migrate any VMs from it. The host will need a reboot following the upgrade. Once the selected host is in maintenance mode select Update Manager
20.13: If you see an error about ‘host software configuration requires a reboot’. Follow the instructions and reboot the host. – http://kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&externalId=2034945
20.14: Once the host is rebooted re-run the Update Manager scan. Compliance will now show Non-complaint rather than Incompatible.
20.15: Next click on Stage to push the software out to the host. This will just speed up the upgrade process. Once the staging has been completed then click on Remediate to complete the upgrade process
20.16: Once the Host Upgrade is selected click Next during the remediate process
20.17: Accept the EULA and click Next
20.18: Select remove incompatible third-party software if needed. Double-check what VIBs are installed on your hosts before upgrading. Click Next.
20.19: Set the task to run immediately and click next
20.20: Leave the defaults and click Next
20.21: Choose what options you’d like to use as part of the upgrade and click Next
20.22: Click Finish to complete the task
20.23: A new remediation task will begin.
20.24: Keep an eye on the remediation in case there are any alerts that appear. Once the remediation has completed Update Manager will show the host as being compliant.
20.25: Exit maintenance mode and migrate some VMs back onto the host. Follow the same above steps on all the remaining ESXi hosts.
Step 21: Upgrade DVSwitch versions
21.1: Once the ESXi hosts have been upgraded you can then upgrade any dvSwitches. Go to Networking and select the dvSwitch. Check the version number. If it’s a previous version to the current version of vCenter it will ask for an upgrade. The ESXi hosts need to be upgraded first so now is the time to upgrade the dvSwitches.
21.2: Select upgrade and select vSphere Distributed Switch Version: 5.5.0. Click Next to continue.
21.3: The hosts are checked for compatibility. Once they get the all clear click on Next.
21.4: And that’s it. The version of you distributed switch has been upgraded
Step 22: Upgrade VMware tools
22.1: You can view the VM Version and tools status from the top cluster view. If the tools are out-of-date they will need to be updated.
22.2: Open a console session and select VM-> Guest -> Install/Upgrade VMware Tools.
22.3: You can select Automatic mode if you want to quickly update, however I need to ensure that the vShield agent is installed so I’ve selected Interactive Mode and clicked Ok
22.4: Select Run setup when prompted
22.5: The installation will then begin. Click Next on the first dialog
22.6: Select Custom and click Next
Congratulations!! You’ve now completed all steps of the upgrade. You can choose to upgrade the hardware version of the VMs as well. In my case it was decided due to the nature of some of the VMs the benefits they would get from the hardware upgrade it was decided to leave that upgrade component until a later date.