When you perform an upgrade, you update all vRealize Automation components in a specific order.

The order of upgrade varies depending on whether you are upgrading a minimal installation or a distributed installation with multiple vRealize Automation appliances.

Use the checklists to track your work as you complete the upgrade. Complete the tasks in the order in which they are given.

Warning:

You must upgrade components in the prescribed order and upgrade all components. Using a different order can result in unexpected behavior after the upgrade or failure of the upgrade to complete.

For information about all supported upgrade paths, see the release notes for vRealize Automation, available on the VMware vRealize Automation Documentation landing page.

Table 1. Checklist for Upgrade of a Minimal vRealize Automation Deployment

Task

Instructions

Backup your current installation. This is a critical step.

For more information on how to back up and restore your system, see Back Up Your Environment.

For general information, see Configuring Backup and Restore by Using Symantec Netbackup at http://www.vmware.com/pdf/vrealize-backup-and-restore-netbackup.pdf

Shut down vRealize Automation Windows services on your Iaas server.

See Shut Down vCloud Automation Center Services on Your IaaS Windows Server.

If the Common Components Catalog is installed, you must uninstall it before you upgrade.

For information about how to uninstall, install, and upgrade the Common Components Catalog, see the Common Components Catalog documentation.

Review the considerations for upgrade so that you understand what can be upgraded, what cannot be upgraded, and how upgraded items might behave differently in the target deployment than in the source.

Not all items, including blueprints, reservations, and endpoints can be upgraded. The presence of some unsupported configurations blocks upgrade.

See Considerations About Upgrading to This vRealize Automation Version.

Prepare and update the embedded PostgreSQL database if your deployment includes one.

See Prepare a Clustered PostgreSQL Environment for Upgrade.

Configure your hardware resources.

See Increase vCenter Server Hardware Resources for Upgrade.

For sites with external Postgres databases, create a SaaS Schema and Citext. to use when you upgrade PostgreSQL.

See Create a SaaS Schema and Citext Extension for External vRealize Automation Database

Download updates to the vRealize Automation appliance.

See Downloading vRealize Automation Appliance Updates.

Upgrade the External PostgreSQL virtual appliance, if your deployment includes one.

See Upgrade the External PostgreSQL Virtual Appliance

Install the update on the vRealize Automation appliance.

See Install the Update on the vRealize Automation Appliance.

Update the Single-Sign On utility to the VMware Identity Manager utility.

See Update Your Single Sign-On Password for VMware Identity Manager.

Update the license key.

See Update the License Key.

Migrate the Identity Store to the VMware Identity Manager

Migrate Identity Stores to the VMware Identity Manager

Download and install updates for IaaS.

See Upgrading the IaaS Server Components.

Upgrade the external vRealize Orchestrator.

See Upgrade Stand-Alone External vRealize Orchestrator for Use With vRealize Automation.

Add users or groups to an Active Directory connection

See Add Users or Groups to an Active Directory Connection.

Table 2. Upgrade to vRealize Automation Distributed Installation Checklist

Task

Instructions

Backup your current installation. This is a critical step.

For more information on how to back up and restore your system, see Back Up Your Environment.

For detailed information, see Configuring Backup and Restore by Using Symantec Netbackup at http://www.vmware.com/pdf/vrealize-backup-and-restore-netbackup.pdf

Shut down vRealize Automation services on your Iaas Windows server.

See Shut Down vCloud Automation Center Services on Your IaaS Windows Server.

If the Common Components Catalog is installed, you must uninstall it before you upgrade.

For information about how to uninstall, install, and upgrade the Common Components Catalog, see the Common Components Catalog documentation.

Prepare and update the embedded PostgreSQL database if your deployment includes one.

See Prepare a Clustered PostgreSQL Environment for Upgrade.

Configure your hardware resources for the upgrade.

See Increase vCenter Server Hardware Resources for Upgrade.

Create a SaaS Schema and Citext. to use when you upgrade PostgreSQL.

See Create a SaaS Schema and Citext Extension for External vRealize Automation Database

Download updates to the vRealize Automation appliance.

See Downloading vRealize Automation Appliance Updates.

Upgrade the External PostgreSQL virtual appliance, if your deployment includes one.

See Upgrade the External PostgreSQL Virtual Appliance

Install the update on the first vRealize Automation appliance in your installation. If you have designated an appliance as a master, upgrade this appliance first.

See Install the Update on the vRealize Automation Appliance.

Update the Single-Sign On utility to the VMware Identity Manager utility.

See Update Your Single Sign-On Password for VMware Identity Manager.

Update the license key.

See Update the License Key.

Migrate the Identity Store to the VMware Identity Manager utility

Migrate Identity Stores to the VMware Identity Manager

Install the update on the rest of your vRealize Automation appliances.

Install the Update on Additional vRealize Automation Appliances

Download and install updates for IaaS.

See Upgrading the IaaS Server Components.

Upgrade the external vRealize Orchestrator

See Upgrade Stand-Alone External vRealize Orchestrator for Use With vRealize Automation .

Enable your load balancers.

Enable Your Load Balancers