Before you upgrade the appliance that includes vRealize Code Stream and vRealize Automation, review the prerequisites.

General Prerequisites

Before you begin the upgrade, verify that the following prerequisites are met.

  • Before you upgrade, plan for downtime where no pipelines or workflows are running. If they are running when you upgrade, the upgrade might fail and pipelines will terminate abnormally.

  • Before you upgrade, back up your artifacts. Then, you can migrate your artifacts. See Migrate Artifacts and Configure Your External Artifactory Instance.

  • Verify that you have access to an Active Directory account with a username@domain format, and permissions to bind to the directory.


    When you upgrade from vRealize Automation 6.2.x versions, Identity Provider from OpenLDAP is not migrated.

  • Verify that you have access to an account in SAMaccountName format, and sufficient privileges to join the appliance to the domain by creating a new computer object dynamically. Or, verify that you have permissions to join this appliance to a pre-created computer object.

  • Ensure that users cannot access the appliance while you perform the upgrade.

  • Verify that you disabled any applications that query vRealize Automation.

  • If your site uses an external vRealize Orchestrator appliance, and your deployment uses an external vRealize Orchestrator appliance that is connected to the Identity Appliance, you must upgrade vRealize Orchestrator before you upgrade vRealize Automation.