Complete the backup prerequisites before you begin your upgrade.
Verify that your source installation is fully installed and configured.
Log in to your vSphere Client and for each appliance in your source environment, backup all the vRealize Automation appliance configuration files in the following directories .
Backup the vRealize Automation external workflow configuration (xmldb) files on your system. Store the backup files in a temporary directory. These files are located at \VMware\vCA\Server\ExternalWorkflows\xmldb\. You restore the xmldb files on your new system after migration. See Restore External Workflow Timeout Files.
For a related issue, see Backup Copies of .xml Files Cause the System to Time Out.
Backup the vRealize Automation PostgreSQL database on the master vRealize Automation appliance.
Log in to the master vRealize Automation appliance management console.
Note the vRealize Automation PostgreSQL database settings.
Back up the PostgreSQL database. For information about PostgreSQL database backup, see https://www.postgresql.org/.
Create a snapshot of your tenant configuration and the users assigned.
Backup any files you have customized, such as DataCenterLocations.xml.
Create a snapshot of each virtual appliance and IaaS server. Adhere to regular guidelines for backing up the entire system in case vRealize Automation upgrade is unsuccessful. See Backup and Recovery for vRealize Automation Installations.