You can set custom host configurations to customize the upgrade sequence of the hosts, disable certain hosts from the upgrade, or pause the upgrade at various stages of the upgrade process.

About this task

Each host group consists of individual hosts. For example, all the existing vSphere and KVM hosts are grouped in separate host groups. The default maximum limit is five host groups and five hosts per group. Before you upgrade the hosts, you can select to update the hosts simultaneously or consecutively.

You can edit the host groups to move a host to a different host group. You can also reorder the upgrade sequence of the host groups or reorder the hosts within a host group.

Prerequisites

  • Verify that the latest version of the upgrade bundle is uploaded. See Upload the Upgrade Bundle.

  • Verify that either the vSphere or KVM hosts are prepared for upgrade. See Hosts Upgrade.

  • Verify that for vSphere hosts that are part of a cluster, the tenant VMs should be powered off or migrated to other hosts. After being moved, the vSphere hypervisors must be powered on.

  • Verify that the transport zone or transport node host switch name does not contain spaces. If there are spaces, create a transport zone with no spaces in host switch name, reconfigure all the components that are associated with the old transport zone to use the new transport zone, and delete the old transport zone.

Procedure

  1. Complete the host group overall upgrade details.

    You can configure the overall group upgrade order to set the host groups to be upgraded first.

    Option

    Description

    Serial

    Upgrade all the host groups consecutively.

    This menu item is selected by default and applied to the overall upgrade sequence. This selection is useful to maintain the step-by-step upgrade of the host components.

    For example, if the overall upgrade is set to serial and the host group upgrade is set to parallel. The host groups are upgraded in the serial mode.

    Parallel

    Upgrade all the host groups simultaneously.

    You can upgrade up to five hosts simultaneously.

    When an upgrade unit fails to upgrade

    Select to pause the upgrade process if any host upgrade fails.

    This selection allows you to fix the error on the host group and resume the upgrade.

    After each group completes

    Select to pause the upgrade process after each host group finishes upgrading.

    By default, the upgrade pauses when all the hosts are updated. After you review the upgrade result, you can proceed to upgrade the next host group or the NSX Edge clusters.

  2. (Optional) : Reorder the upgrade sequence of a host group.

    If you configure the overall group upgrade in the serial mode, the upgrade waits for a host group upgrade to finish before proceeding to upgrade the second host group. You can reorder the host group upgrade sequence to set a host group to upgrade first.

    1. Select the host group and click the Actions tab.
    2. Select Reorder from the drop-down menu.
    3. Select Before or After from the drop-down menu.
    4. Click Save.
  3. (Optional) : Remove a host group from the upgrade sequence.

    You can disable some host groups and upgrade them later.

    1. Select the host group and click the Actions tab.
    2. Select Set State from the drop-down menu.
    3. Select Disabled to remove the host group.
    4. Click Save.
  4. (Optional) : Change VM migration for a host group.

    For vSphere hosts in a cluster, by default the VMs are set for migration prior to the upgrade. VM migration is not required for standalone vSphere and Ubuntu hosts.

    1. Select the host group and click the Actions tab.
    2. Select Set VM Migration from the drop-down menu.
    3. Select Required or Not Required to migrate VMs in the host group.
    4. Click Save.
  5. (Optional) : Change individual host group upgrade sequence.

    By default, the upgrade sequence is set to the parallel mode.

    1. Select the host group and click the Actions tab.
    2. Select Set Upgrade Order from the drop-down menu.
    3. Select Serial to change the upgrade sequence.
    4. Click Save.
  6. Click Reset to discard your custom upgrade configuration and revert to the default state.
    Caution:

    You cannot restore your previous upgrade configuration.

What to do next

Determine whether to add, edit, or delete host groups or to upgrade host groups. See Manage Host Groups or Upgrade Hosts.