An orchestrated upgrade allows you to upgrade VMware Tools and the virtual hardware for the virtual machines in your vSphere inventory at the same time. You can perform an orchestrated upgrade of virtual machines at the folder or datacenter level.

Update Manager makes the process of upgrading the virtual machines convenient by providing baseline groups. When you remediate a virtual machine against a baseline group containing the VMware Tools Upgrade to Match Host baseline and the VM Hardware Upgrade to Match Host baseline, Update Manager sequences the upgrade operations in the correct order. As a result, the guest operating system is in a consistent state at the end of the upgrade.

This workflow describes the overall process to perform an orchestrated upgrade of the virtual machines in your vSphere inventory.

  1. Create a virtual machine baseline group.

    To upgrade virtual machines, you must create a virtual machine baseline group containing the VMware Tools Upgrade to Match Host baseline and the VM Hardware Upgrade to Match Host baseline. You can create baseline groups from the Baselines and Groups tab of the Update Manager Administration view. For more information about creating baseline groups and for detailed instructions, see Create a Virtual Machine and Virtual Appliance Baseline Group.

  2. Attach the baseline group to an object containing the virtual machines that you want to upgrade.

    To scan and remediate the virtual machines, attach the baseline group to a container object that contains the virtual machines that you want to upgrade. The container object can be a folder or a datacenter. For detailed instructions about attaching baselines and baseline groups to objects, see Attach Baselines and Baseline Groups to Objects.

  3. Scan the container object.

    You must scan it to view the compliance state of the virtual machines in the container. You can scan selected objects manually to start the scanning immediately. For detailed instructions on how to scan your virtual machines manually, see Manually Initiate a Scan of Virtual Machines and Virtual Appliances.

    You can also scan the virtual machines in the container object at a time convenient for you by scheduling a scan task. For more information and detailed instructions about scheduling a scan, see Schedule a Scan.

  4. Review the scan results displayed in the Update Manager Client Compliance view.

    For a detailed procedure about viewing scan results and for more information about compliance states, see Viewing Scan Results and Compliance States for vSphere Objects.

  5. Remediate the non-compliant virtual machines in the container object to make them compliant with the attached baseline group.

    If virtual machines are in a Non-Compliant state, you can remediate the container object to make the virtual machines compliant with the baselines in the attached baseline group. You can start the remediation manually or schedule a remediation task. For more information about remediating virtual machines and for detailed instructions, see Remediate Virtual Machines and Virtual Appliances.

    During an upgrade of VMware Tools, the virtual machines must be powered on. If a virtual machine is in a powered off or suspended state before remediation, Update Manager powers on the machine. After the upgrade is completed, Update Manager restarts the machine and restores the original power state of the virtual machine.

    During a virtual machine hardware upgrade, the virtual machines must be shut down. After the remediation is completed, Update Manager restores the original power state of the virtual machines. If a virtual machine is powered on, Update Manager powers the machine off, upgrades the virtual hardware, and then powers the virtual machine on.

The virtual machines in the container object become compliant with the attached baseline group.