Before you upgrade the VMware Identity Manager virtual appliance online, perform these prerequisite tasks.

  • Verify that at least 4 GB of disk space is available on the primary root partition of the virtual appliance.
  • Take a snapshot of your virtual appliance to capture the entire state of the virtual appliance before you update. For information about how to take snapshots, see the Taking a Snapshot in the vSphere documentation.
  • If you revoked the db_owner role on the Microsoft SQL database, as described in Change Database Level Roles, you must add it back before performing the upgrade, otherwise upgrade fails.

    Add the db_owner role to the same user that was used during installation:

    1. Log in to the Microsoft SQL Server Management Studio as a user with sysadmin privileges.
    2. Connect to the database instance for VMware Identity Manager.
    3. Enter the following commands.

      If you are using Windows Authentication mode, use the following commands: 

      USE <saasdb>;
ALTER ROLE db_owner ADD MEMBER <domain\username>; GO

      Make sure that you replace <saasdb> with your database name and <domain\username> with the relevant domain and user name.

      If you are using SQL Server Authentication mode, use the following commands: 
      USE <saasdb>;
ALTER ROLE db_owner ADD MEMBER <loginusername>; GO

      Make sure that you replace <saasdb> with your database name and <loginusername> with the relevant user name.

  • Take a snapshot or backup of the external database.
  • Verify that the virtual appliance can resolve and reach vapp-updates.vmware.com on ports 80 and 443 over HTTP.
  • If an HTTP proxy server is required for outbound HTTP access, configure the proxy server settings for the virtual appliance. See Configure Proxy Server Settings for the VMware Identity Manager Appliance.