Complete the backup prerequisites before you begin your upgrade.
Verify that your source environment is fully installed and configured.
Log in to your vSphere client and for each appliance in your source environment, back up all the vRealize Automation appliance configuration files in the following directories:
Back up the IaaS Microsoft SQL Server database. For information, find articles on the Microsoft Developer Network about creating a full SQL Server database backup.
Back up 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.