Before you upgrade, shut down and take a snapshot of each vRealize Automation IaaS server on each Windows node and each vRealize Automation appliance on each Linux node. If the upgrade is unsuccessful, you can use the snapshot to return to the last known good configuration and attempt another upgrade.


  • Backup Prerequisites for Upgrading vRealize Automation 7.0 or 7.0.1

  • Beginning with vRealize Automation 7.0, the PostgreSQL database is always configured in high-availability mode. Log in to the vRealize Automation appliance management console and select vRA settings > Database to locate the current Master node. If the database configuration is listed as an external database, create a manual backup of this external database.

    For information about the PostgreSQL database, see

  • If the vRealize Automation Microsoft SQL database is not hosted on the IaaS server, create a database backup file.

  • Verify that you have completed the backup prerequisites for upgrading.

  • Verify that you have taken a snapshot of your system while it is shut down. This is the preferred method of taking a snapshot. See your vSphere 6.0 Documentation.

    If you cannot shut down your system, take an in-memory snapshot of all the nodes. This is the non-preferred method and should only be used if you cannot take a snapshot while the system is shut down.

  • If you modified the app.config file, make a backup of that file. See Restore Changes to Logging in the app.config File.

  • Make a backup of the external workflow configuration (xmldb) files. See Restore External Workflow Timeout Files.

  • Verify that you have a location outside your current folder where you can store your backup file. See Backup Copies of .xml Files Cause the System to Time Out.


  1. Log in to your VMware vSphere ® client.
  2. Locate each vRealize Automation IaaS Windows machine, and each vRealize Automation appliance node.
  3. On each machine, click Shutdown guest in this order.
    1. IaaS Windows Server machines

    2. vRealize Automation appliance.

  4. Take a snapshot of each vRealize Automation machine.

    If you are upgrading from vRealize Automation 7.0, complete these steps:

    1. Create a clone of each appliance node. You perform the upgrade on the cloned machines.

    2. Keep the original machines in case you need to perform a system restore later on.

  5. Use your preferred backup method to create a full backup of each appliance node.

What to do next