With stage 1 of the upgrade process, you deploy the OVA file of the new vCenter Server Appliance 6.5 with an external Platform Services Controller.

Procedure

  1. In the vCenter Server Appliance installer, navigate to the vcsa-ui-installer directory, go to the subdirectory for your operating system, and run the installer executable file.
    • For Windows OS, go to the win32 subdirectory, and run the installer.exe file.

    • For Linux OS, go to the lin64 subdirectory, and run the installer file.

    • For Mac OS, go to the mac subdirectory, and run the Installer.app file.

  2. On the Home page, click Upgrade.
  3. Review the Introduction page to understand the upgrade process and click Next.
  4. Read and accept the license agreement, and click Next.
  5. Connect to the source appliance that you want to upgrade.
    1. Enter the information about the source vCenter Server Appliance that you want to upgrade, and click Connect to Source.

      Option

      Action

      Appliance FQDN or IP address

      Enter the IP address or FQDN of the vCenter Server Appliance that you want to upgrade.

      Appliance HTTPS port

      The default value (443) is displayed and cannot be edited.

    2. Enter the information about the vCenter Single Sign-On administrator and root user.

      Option

      Action

      SSO user name

      Enter the vCenter Single Sign-On administrator user name.

      Important:

      The user must be administrator@your_domain_name.

      If you are upgrading vCenter Server Appliance 5.5.x, this is administrator@vsphere.local.

      SSO password

      Enter the password of the vCenter Single Sign-On administrator.

      Appliance (OS) root password

      Enter the password of the root user.

    3. Enter the information about the source ESXi host or vCenter Server instance on which resides the vCenter Server Appliance that you want to upgrade and click Next.

      Option

      Description

      Source server or host name

      IP address or FQDN of the source ESXi host or vCenter Server instance on which the vCenter Server Appliance that you want to upgrade resides.

      Note:

      The source vCenter Server instance cannot be the vCenter Server Appliance that you want to upgrade. In such cases, use the source ESXi host.

      HTTPS port

      If the ESXi host or vCenter Server instance uses a custom HTTPS port, change the default value.

      The default value is 443.

      User name

      User name of a user with administrative privileges on the ESXi host or vCenter Server instance.

      Password

      Password of the user with administrative privileges on the ESXi host or vCenter Server instance.

  6. Verify that the certificate warning displays the SHA1 thumbprints of the SSL certificates that are installed on the source appliance and its source server, and click Yes to accept the certificate thumbprints.
  7. If you are upgrading from version 5.5, on the Select deployment type page, select vCenter Server with an external Platform Services Controller, and click Next.
  8. Connect to the target server on which you want to deploy the new vCenter Server Appliance.

    Option

    Steps

    You can connect to an ESXi host on which to deploy the new appliance.

    1. Enter the FQDN or IP address of the ESXi host.

    2. Enter the HTTPS port of the ESXi host.

    3. Enter the user name and password of a user with administrative privileges on the ESXi host, for example, the root user.

    4. Click Next.

    5. Accept the certificate warning, if any, by clicking Yes.

    You can connect to a vCenter Server instance and browse the inventory to select an ESXi host or DRS cluster on which to deploy the new appliance.

    Note:

    The target server cannot be the vCenter Server Appliance that you want to upgrade. In such cases, use an ESXi host as a target server.

    1. Enter the FQDN or IP address of the vCenter Server instance.

    2. Enter the HTTPS port of the vCenter Server instance.

    3. Enter the user name and password of a vCenter Single Sign-On user with administrative privileges on the vCenter Server instance, for example, the administrator@your_domain_name user.

    4. Click Next.

    5. Accept the certificate warning, if any, by clicking Yes.

    6. Select the data center or data center folder that contains the ESXi host or DRS cluster on which you want to deploy the new appliance, and click Next

      Note:

      You must select a data center or data center folder that contains at least one ESXi host that is not in lockdown or maintenance mode.

    7. Select the ESXi host or DRS cluster on which you want to deploy the new appliance, and click Next.

  9. On the Set up target appliance VM page, enter a name for the new vCenter Server Appliance, set the password for the root user, and click Next.

    The appliance name must not contain a percent sign (%), backslash (\), or forward slash (/) and must be no more than 80 characters in length.

    The password must contain only lower ASCII characters without spaces, at least eight characters, a number, uppercase and lowercase letters, and a special character, for example, an exclamation mark (!), hash key (#), at sign (@), or brackets (()).

    Note:

    The root password of the old appliance is not transferred to the new upgraded appliance.

  10. Select the deployment size for the new vCenter Server Appliance for your vSphere inventory.

    Deployment Size Option

    Description

    Tiny

    Deploys an appliance with 2 CPUs and 10 GB of memory.

    Suitable for environments with up to 10 hosts or 100 virtual machines

    Small

    Deploys an appliance with 4 CPUs and 16 GB of memory.

    Suitable for environments with up to 100 hosts or 1,000 virtual machines

    Medium

    Deploys an appliance with 8 CPUs and 24 GB of memory.

    Suitable for environments with up to 400 hosts or 4,000 virtual machines

    Large

    Deploys an appliance with 16 CPUs and 32 GB of memory.

    Suitable for environments with up to 1,000 hosts or 10,000 virtual machines

    X-Large

    Deploys an appliance with 24 CPUs and 48 GB of memory.

    Suitable for environments with up to 2,000 hosts or 35,000 virtual machines

  11. Select the storage size for the new vCenter Server Appliance, and click Next.
    Important:

    You must consider the storage size of the appliance that you are upgrading and the database size if external.

    Storage Size Option

    Description for Tiny Deployment Size

    Description for Small Deployment Size

    Description for Medium Deployment Size

    Description for Large Deployment Size

    Description for X-Large Deployment Size

    Default

    Deploys an appliance with 250 GB of storage.

    Deploys an appliance with 290 GB of storage.

    Deploys an appliance with 425 GB of storage.

    Deploys an appliance with 640 GB of storage.

    Deploys an appliance with 980 GB of storage.

    Large

    Deploys an appliance with 775 GB of storage.

    Deploys an appliance with 820 GB of storage.

    Deploys an appliance with 925 GB of storage.

    Deploys an appliance with 990 GB of storage.

    Deploys an appliance with 1030 GB of storage.

    X-Large

    Deploys an appliance with 1650 GB of storage.

    Deploys an appliance with 1700 GB of storage.

    Deploys an appliance with 1805 GB of storage.

    Deploys an appliance with 1870 GB of storage.

    Deploys an appliance with 1910 GB of storage.

  12. From the list of available datastores, select the location where all the virtual machine configuration files and virtual disks will be stored and, optionally, enable thin provisioning by selecting Enable Thin Disk Mode.
  13. Configure the temporary network for communication between the vCenter Server Appliance that you want to upgrade and the new vCenter Server Appliance, and click Next.

    Option

    Action

    Choose a network

    Select the network to which to connect the new appliance temporarily.

    The networks displayed in the drop-down menu depend on the network settings of the target server. If you are deploying the appliance directly on an ESXi host, non-ephemeral distributed virtual port groups are unsupported and are not displayed in the drop-down menu.

    Important:

    If you want to assign a temporary IPv4 address with DHCP allocation, you must select a network that is associated with a port group which accepts MAC address changes.

    IP Address family

    Select the version for the temporary IP address of the new appliance.

    Can be either IPv4 or IPv6.

    Network type

    Select the allocation method for the temporary IP address of the appliance.

    • Static

      The wizard prompts you to enter the temporary IP address, subnet mask or prefix length, default gateway, and DNS servers.

    • DHCP

      A DHCP server is used to allocate the temporary IP address. Select this option only if a DHCP server is available in your environment. Optionally, you can provide a temporary system name (FQDN) if a DDNS server is available in your environment.

  14. On the Ready to complete stage 1 page, review the deployment settings for the new vCenter Server Appliance and click Finish to start the OVA deployment process.
  15. Wait for the OVA deployment process to finish and click Continue to proceed with stage 2 of the upgrade process to transfer the data from the old appliance and start the services of the new appliance.
    Note:

    If you exit the wizard by clicking Close, you must log in to the Appliance Management Interface of the newly deployed vCenter Server Appliance to transfer the data from the old appliance and set up the services.

Results

The newly deployed target vCenter Server Appliance 6.5 with an external Platform Services Controller is running on the target server but is not configured.

Important:

The data from the source vCenter Server is not transferred and the services of the target appliance are not started.