An in-place upgrade provides a quick way to upgrade Site Recovery Manager Server without changing the information that you provided for the previous installation.

With an in-place upgrade, you upgrade Site Recovery Manager Server on the same host machine as an existing Site Recovery Manager Server installation. To upgrade Site Recovery Manager and migrate the Site Recovery Manager Server to a different host machine, see Upgrade Site Recovery Manager Server with Migration.
Note: Before you update Site Recovery Manager 8.1 to a 8.1.x update release or to a 8.1.x.x patch release by using in-place upgrade or migration, see the respective Release Notes document at VMware Site Recovery Manager Documentation for information about the supported upgrade methods.

When you upgrade Site Recovery Manager Server, you provide the address of the Platform Services Controller that the upgraded vCenter Server instance uses. If the address of the Platform Services Controller changed during upgrade, provide the new address when you upgrade Site Recovery Manager Server. For the subsequent steps of the upgrade, the Site Recovery Manager installer reuses information about vCenter Server connections, certificates, and database configuration from the previous Site Recovery Manager installation. The installer populates the text boxes in the installation wizard with the values from the previous installation.

To change installation information, for example, database connections, certificate location, or administrator credentials, you must run the installer in modify mode after you upgrade an existing Site Recovery Manager Server.

If existing configuration information is invalid for the upgrade, the upgrade fails. For example, the upgrade fails if the database is not accessible at the same DSN, or if vCenter Server is not accessible at the same port.

During upgrade, you cannot change the vCenter Server instance to which Site Recovery Manager connects. To connect to a different vCenter Server instance, you must install a new Site Recovery Manager Server.

If you are updating an existing Site Recovery Manager 8.1 release to an update release or a patch release, not all steps in the procedure apply.

Prerequisites

  • You completed the tasks and obtained the information described inPrerequisites and Best Practices for Site Recovery Manager Upgrade.
  • Log in to the Site Recovery Manager host machine to upgrade. Log in using an account with sufficient privileges. This is often an Active Directory domain administrator, but can also be a local administrator.
  • If you use an SQL Server database with Integrated Windows Authentication as the Site Recovery Manager database, use the same user account or an account with the same privileges when you upgrade Site Recovery Manager Server as you used when you created the Integrated Windows Authentication data source name (DSN) for SQL Server.

Procedure

  1. Double-click the Site Recovery Manager installer, select an installation language, and click OK.
  2. Follow the installer prompts to accept the license agreement, and verify that you satisfied the installation prerequisites.
  3. Verify or modify the information about the Platform Services Controller at the site where you are upgrading Site Recovery Manager Server, enter the vCenter Single Sign-On password, and click Next.
    Option Description
    Address The host name or IP address of the Platform Services Controller for the vCenter Server with which to register Site Recovery Manager. If the address of the Platform Services Controller changed during the upgrade of vCenter Server, enter the new address. Enter the host name in lowercase letters. After installation is complete and you are configuring the connection between the protected and recovery sites, supply this host name or IP address exactly as you enter it here, because it is subject to case-sensitive comparisons.
    Important: To facilitate IP address changes in your infrastructure, provide a fully qualified domain name (FQDN) whenever possible, rather than an IP address.
    Important: If the Platform Services Controller uses an FQDN rather than an IP address, you must specify the FQDN when you install Site Recovery Manager.
    HTTPS Port Accept the default value of 443 or enter a new value if Platform Services Controller uses a different port. Platform Services Controller only supports connections over HTTPS and does not support HTTP connections.
    Username The vCenter Single Sign-On user name for the vCenter Single Sign-On domain to which this Platform Services Controller instance belongs. This user account must be a member of the vCenter Single Sign-On Administrator group on the Platform Services Controller instance. Only members of the Administrator group have the necessary permissions to create or recreate the Site Recovery Manager solution user.
    Password The password for the specified vCenter Single Sign-On user name.
  4. If prompted, verify the Platform Services Controller certificate and click Accept to accept it.
  5. Verify the vCenter Server instance with which the Site Recovery Manager Server instance to upgrade is registered, and click Next.
    You cannot change the vCenter Server instance that Site Recovery Manager extends during upgrade.
  6. Verify the Administrator email, Local Host, and Listener Port values and click Next.
  7. Select a certificate type and click Next.
    Option Description
    Automatically generate certificate Use an automatically generated certificate:
    1. Select Automatically generate certificate and click Next.
    2. Enter text values for your organization and organization unit, typically, your company name and the name of your group in the company.
    3. Click Next.
    Load a certificate file Use a custom certificate:
    1. Select Use a PKCS#12 certificate file and click Next.
    2. Click Browse, navigate to the certificate file, and click Open. The certificate file must contain exactly one certificate with exactly one private key matching the certificate.
    3. Enter the certificate password.
    4. Click Next.
    Use existing certificate Select this option to retain the current certificate.
  8. Enter the password for the Site Recovery Manager database, and click Next.
  9. Select the user account under which to run the Site Recovery Manager Server service and click Next.
    • Select Use Local System Account to run the Site Recovery Manager Server service under the Local System account.
    • Enter the username and password of an existing LDAP user account to run the Site Recovery Manager Server service under a different user account. This can be any user account, including local users, that is a member of the built-in Administrators group.
    This option is not available if you use an SQL Server database with Integrated Windows Authentication. In this case, the Site Recovery Manager Server service runs under the account that you use to install Site Recovery Manager.
  10. Click Install.
  11. When the installation is finished, click Finish.

What to do next

  • Log in to vSphere Web Client or the vSphere Client, or if you are already connected to vSphere Web Client or the vSphere Client, log out and log in again. The upgraded Site Recovery Manager extension appears in vSphere Web Client or the vSphere Client. You might need to clear the browser cache for the upgrade to appear. If the upgrade still does not appear, restart the vSphere Web Client or vSphere Client service.

  • Click Site Recovery > Open Site Recovery in the vSphere Web Client or the vSphere Client. On the Site Recovery home tab, select a site pair and click View Details. On the Summary tab, expand the Site Recovery Manager information to verify that the build number for Site Recovery Manager Server reflects the upgrade.

  • Repeat the procedure to upgrade the Site Recovery Manager Server on the other Site Recovery Manager site.

  • If you changed the Platform Services Controller address, or you changed the Site Recovery Manager, Platform Services Controller, or the vCenter Server certificate during the upgrade, or if the site pairing is broken, reconfigure the pairing between the sites. For information about site pairing, see Reconfigure the Connection Between Sites.

  • When you have upgraded both sites, perform the post-upgrade tasks in Configure and Verify the Upgraded Site Recovery Manager Installation.