This post is not as a end-to-end upgrade guide but a methodology guide. Everything is more or less straight forward if one uses the correct methodology.
As this is a home lab I have chosen not to add complexity by adding additional nodes to the various components for High Availability but depend on vSphere HA. This eases and shortens my upgrade path. In a production environment every application should be evaluated and talked through with the stakeholders whether it can rely on vSphere HA or some form of application HA should be introduced.
The release of vSphere 7 introduced a starting point for an update/upgrade round in the lab. I have not always used the methodology when upgrading components as I should have in the lab. When I used this methodology in the current upgrade round it has come to light that some components were not interoperable with each other. Why is this important? If you have a problem with your environment and you call VMware support, they will go through the logs and verify the environment is on par with the documentation.
So where do I start?
Reading the docs first takes time but it will save a lot of time in the long run. Can’t stress it enough RTFM !!
I always create my own high level upgrade guide. This will include the research that I have done and it also includes the upgrade path to follow.
Phase 1: Information gathering
Determine the components and versions
Be thorough in determining the components and versions (BOM or Bill Of Materials).
VMware vSphere 6.7U3
vRealize Log Insight 4.5
vRealize Operations 7.5
VMware Horizon 7.11
You will see below that I had forgotten to include VMware Horizon in my component set. This could have been catastrophic as some components might stop to work when you don’t follow the correct upgrade procedure.
Gather the documentation
After you determine which components are used in the environment you can go and search for the necessary documentation. Find the release notes, upgrade guides and other relevant documentation
What I learned from these documents was that I was not sure the NVMe drives in my hosts would be compatible. After all they are consumer grade NVMe drives and are not on the VMware HCL. I recently installed two NVMe drives, a CT500P1SSD8 and a CT1000P1SSD8 and at the time of install the Crucial CT500P1SSD8 was not recognized. A quick googling showed me a blog post from William Lam that replaced the vSphere 6.7 U3 nvme driver with one from a vSphere 6.5U2 install. I will discuss how I determined if there would be issues around this in ESXi 7.0 in a later phase.
All components should be checked with the vendor and the VMware HCL. Be aware that the vendor and VMware might not always agree and that the VMware HCL might not always be in sync with the the documentation of the hardware vendor. You should always follow the VMware HCL but be aware of the following KB. If vSAN hardware is involved it is advised to use extreme caution as this has a specific section of the VMware HCL for vSAN Ready Nodes and for Build Your Own
VMware Product Interoperability Matrix overview
I did a research on which versions would be compatible with vSphere 6.7 and vSphere 7.0 as I was not yet sure if would be able to upgrade to vSphere 7.0
One product I forgot about was VMware Horizon. I’m currently on 7.10 and the VMware Product Interoperability Matrix show that at least 7.12 is needed to be supported. As I currently use Horizon with a full clone this should not pose much problems and I am planning to upgrade this as well. If I would be using Linked Clones or Instant Clones this could have been worse.
Update sequence for vSphere 7.0 and its compatible VMware products
Now that we checked all the info on whether everything would be compatible and supported after the upgrade, it is time to check the knowledge base article on the update sequence. This article shows what must be upgraded before another component can be upgraded to keep a supported environment.
Phase 2: The upgrade
vRealize Log Insight upgrade
vRealize Log Insight was running version 4.6. Digging back through the release notes showed me that I had to upgrade from 4.6 > 4.7(.1) > 4.8 > 8.1. The VMware Product Interoperability Matrix showed that vRealize Log Insight 8.1 was compatible with either vSphere 6.7U3 and vSphere 7.0
The upgrade process was painless. It just took a lot of time. The process itself is straight forward. Go to Administration > Management > Cluster, upload the pak file and follow the screens. In my case again and again because I did not upgrade Log Insight a long time.
vRealize Operations Manager upgrade
Upgrading the vRealize Operations Manager node is a breeze too, mainly because it is a simple setup with only one master node. vRealize Operations Manager was running version 7.5. I missed the 8.1 release so I upgraded to 8.0 first.
There are a couple of things that need some attention.
Always run the vRealize Operations Manager Pre-Upgrade Readiness Assessment Tool (APUAT pak)
Make sure to upgrade the OS through the OS pak files first, then the vROps pak file
As I upgraded to 8.0 I had to switch files to execute the 8.1 upgrade
The Pre-Upgrade Readiness Assessment Tool showed me warnings for two items:
Validating product version Make sure to run vRealize Operations Manager – 6.6.1, 6.7, 7.0 and 7.5 Virtual Appliance upgrade, as product version is 7.5.0 Ensure product and upgrade versions meet the requirements.
Checking /dev/sda partition size. The size of the partition is less than 20GB. Increase the size of the partition to be greater or equal to 20 GB (https://kb.vmware.com/s/article/75298).
Both are easily addressed. The first one gives a warning to use the correct pak file when upgrading. The second one refers to a KB article that has only a couple of steps:
take vRealize Operations offline
shut down guest OS
increase hard disk in vCenter
boot Virtual Machine
take vRealize Operations online
After addressing both warnings I was able to upgrade.
Simple and easy when you are already on the VCSA with an embedded Platform Services Controller (PSC).
Run the installer and choose upgrade. Supply the source vCenter information and destination vCenter information and click Next – Next – Finish. Grab a drink and wait. It is a two part process. The first part will deploy the new machine with the chosen information and the second part will migrate the data from the old vCenter to the new vCenter.
Before the actual upgrade could take place I needed to be sure that everything would work after the upgrade. Within the vExpert vCommunity I had seen a nice and easy way to do this. I am sorry that I can’t give credits to the person that I got the idea from.
Create a bootable USB ESXi installer or use the iDRAC or equivalent technology to boot your server from the ESXi installer
Find an empty USB flash drive
Put your server in Maintenance Mode
Shutdown and boot your server from the USB installer or the iDRAC or equivalent technology
Install to the empty USB drive – BE CAREFUL not to install to the wrong location
Upgrade check workaround
ESXi will create a VMFS volume from the remaining local space where ESXi is installed by default. After installing I tried to add the ESXi host to vCenter but failed because it had detected the local VMFS volume from the original install and that was conflicting with the one that was still present in vCenter but disconnected. I rebooted the ESXi host, booted into the original drive, verified nothing was on the local drive in the original install and deleted the datastore. Rebooted again into the USB drive and now could add the USB installed ESXi 7.0 to vCenter. Now I was able to get a glimpse of how everything was seen from an ESXi 7.0 install. The NVMe drives I was worried about were showing all fine.
Again this is a home lab and not all components are on the VMware HCL so this adds some extra steps like checking from an actual install. This would not be necessary in a production environment where everything has green checks on the VMware HCL.
The actual upgrade
Upgrading ESXi hosts is done easiest through VMware vSphere – Lifecycle Manager (VMware Update Manager has been rebranded)
I imported the Dell customized ISO, created a baseline and did a Host Compliance Check. The Host Compliance Check was Incompatible and led me to the following two knowledge base articles:
I had to remove everything based on the qedi and qedf drivers
VMware Tools / VM Hardware Compatibility
Upgrading the VMware Tools and the VM Hardware Compatibility is the last part in the process. Determine the viability of each VM to upgrade the VMware Tools and the VM Hardware Compatibility. For most VMs this won’t pose a problem. Nevertheless there are some vendor appliances that will need to run a specific version.
Although vSAN is not really a separate component to upgrade, you will need to upgrade the on-disk format. This is an online upgrade that will not impact the running VMs.
Sometimes you want/need use iPerf to test the nic speed between two ESXi hosts. I did because I was seeing a NIC with low throughput in my lab.
How can we test raw speeds between the two hosts? iPerf comes to the rescue. I was looking on how to do this on an ESXi host. I doesn’t come as a surprise that I found the solution here at William Lams’ virtuallyghetto.com. Apparently iperf has been added to ESXi since 6.5 U2. You used to have to copy iperf to iperf.copy. In ESXi 7.0 that has been done for you, although you will need to look for /usr/lib/vmware/vsan/bin/iperf3.copy
ESXi host 1 (iperf server)
Disable the firewall:
esxcli network firewall set--enabled false
Change to the directory containing the iperf binary
Execute iPerf as server
Overview of the used parameters:
will start iperf as server
defines the IP the iperf server will listen to
Disable the firewall
esxcli network firewall set--enabled false
ESXi host 2 (iperf client)
Change to the directory containing the iperf binary
Execute iPerf as client
Overview of the used parameters:
will determine the interval of reporting back
time iperf will be running
client ip, will force the usage of the correct vmkernel interface
defaults to kbit/s, adding m will use mbit/s
Don’t forget to re-enable the firewall on both systems.
I have been working on a script to deploy environments on a regular basis in my homelab. While I have made great progress I have not been able to get this completed due to the lack of time. It did up my powershell script writing skills.
A while ago I followed a webinar about VMware Cloud Foundation Lab Constructor (VLC in short). This will deploy a VCF environment in a decent amount of time. With little effort I have been able to get this up and running multiple times. There are some pitfalls I ran into. My goal is to get to learn more about VCF, NSX-T and K8s all in a VMware Validated Design (VVD) setup.
You can get access too by completing the registration form at tiny.cc/getVLC.
The following files are included in the download:
VCF Lab Constructor Install Guide 39.pdf
As I already have a DNS infrastructure in place I used ‘Example_DNS_Entries.txt‘ as a reference to create all the necessary DNS entries.
Read the documentation pdf FIRST. It will give you a good insight in what will be set up, won’t be set up and how everything will be set up. I’m not planning to repeat info that is included in the documentation. The only thing that I have copied from this pdf is the disclaimer because I feel it is important:
Below I have included the various configuration files and split them to show the different parts and also show where I deferred from the default. There are the configuration files that the VLC script will use:
default-vcf-ems.json → changed all ip addresses, gateways, hostnames, networks and licenses
default_mgmt_hosthw.json → changed the amount of CPUs (8 → 12), the amount of RAM (32 and 64 → 80) and the disk sizes(50,150 and 175 → 150)
add_3_hosts.json → changed the hostname, management IP and IP gateway
To deploy VCF and be able to deploy NSX-T you will need a good amount of resources. The mimimum of host resources to be able to deploy NSX-T is 12vCPUs (There is a workaround to lower the vCPU requirements for NSX-T) and 80GB of RAM due to the NSX-T requirements.
The configuration files
The first file is the ‘default_mgmt_hosthw.json’. This file describes the specs for the (virtual) hardware for the management domain hosts:
default management host hardware json
The second file is the ‘default-vcf-ems.json’. This file describes the configuration for all software components for the management domain:
default VCF EMS JSON
The last configuration file is ‘add_3_hosts.json’. This configuration file is optional and can be used to prepare three extra hosts for the first workload domain:
Add 3 host JSON
Where did I change the defaults
There are some settings that I changed from the defaults aside from changing the names and network settings:
in the ‘default_mgmt_hosthw.json’ I have changed the CPU to 12 to be able to deploy NSX-T
in the ‘default_mgmt_hosthw.json’ I have changed the RAM 80 to be able to deploy NSX-T
How do we start
If you are meeting the prerequirements it is fairly simple. Fire up the ‘VLCGui.ps1’. This will present the following gui which will give the ability to supply all the necessary information and to connect to your physical environment. It speaks for itself, just make sure the Cluster, Network Name and Datastore field are higlighted blue like the following.
I hope to expand this inital post with a couple of follow-up posts. These are the topics that I’m currently thinking about:
Whilst upgrading the home lab I also decided to rebuild from scratch. There were some challenges to overcome because I have running VMs I don’t want to shut while migrating.
My current home lab setup and the go to setup is documented here (work in progress). Basically it comes down to:
Original setup: three hosts backed with iSCSI storage for running the VMs
New vCenter with two of the three hosts configured for vSAN with connection to the iSCSI datastores
Old vCenter with one remaining host running all of the VMs
Destination setup: new vCenter with vSAN datastore
To migrate the virtual machines from the old environment (from the last remaining host to the two new hosts) I decided to take a look at the ‘Cross vCenter vMotion Utility‘. There is not a lot of documentation available at first sight but it is straightforward to set up and configure. Although I did find some things that are worth noting.
Step 1 : Running the jar
To start the Cross vCenter vMotion Utility one must run a jar file: ‘java -jar xvm-2.6.jar’.
I am running linux (Pop!_OS 18.04) as my OS. I have java version 8 and 11 installed with version 11 as default. Version 11 is not listed on the fling site as supported (Java Runtime Environment 1.8-10: See requirements). Running with version 11 (sudo java -jar xvm-2.6.jar) starts the local website on port 8080 (http://localhost:8080) but does not report back on the CLI.
Under the assumption that the java application started and failed right away, I decided to run it on my windows box which has Java Runtime environment 8 installed. The last line of feedback ‘Initialized controller with empty state’ was the same as on my linux machine. Navigating to localhost:8080 showed the Cross vCenter vMotion Utility web interface. I could now configure the application and run migrations.
It is only later when I closed the running instance on my linux box and restarting it that it showed me output on the CLI that the application started successfully.
Output after restart:
Step 2 : Configuration
Step 3 : Migration
Source Site: source vCenter
Target Site: destination vCenter
Virtual Machine(s): Select one or more virtual machines
Placement Target: Cluster or Host
Network Mapping(s): the utility will detect the source networks for all selected virtual machines and display a selection field for the target network
Storage vMotion does not seem to be supported. I tried to svMotion my machines from their iSCSI based datastores to the newly created vSAN datastore but it failed.
Target Datastore: Shared datastore (same as source)
Choosing ‘Shared datastore (same as source)’ as Target Datastore fails and throws the following error:
I added the destination host and tried again but it also failed with several issues:
destination networks were not listed, only a subset were – although all were added to the distributed vSwitch
matching datastore was not found on the destination host
I could migrate to the new environment but had to select a destination datastore. This posed not much of a problem in my environment because the end goal was to get the virtual machine on the vSAN datastore.
After migrating most of the virtual machines, only two types of virtual machines were left, it felt like I could take a step back if needed. The following types were left to migrate, the vCenter VMs and the firewall VMs. The old vCenter is not needed anymore, the new vCenter and the firewall VMs are and once those are migrated I can go break down the last part of the old setup. The last host will be reset to default settings via the DCUI after which it can be added to the vSAN cluster and I can make the vSAN cluster setup complete. A tmp_vSAN_policy with no redundancy is not the way you (or me) want to run your environment, even if it is a lab environment.
I could not migrate from the old environment to the new environment while also doing a Storage vMotion, I needed to go in steps.
Nevertheless I’m happy to have used the Cross vCenter vMotion Utility. It did save me a lot of work, required little setup and configuration. I didn’t need to change anything to the setup of my old nor my new environment.
Well it is already more than a decade ago since I visited my first VMUGBE. I have seen the event grow from 15 visitors to more than 200. The last couple of years it is hosted in the LAMOT event center in Mechelen which is a superb venue. Ever since the first time I only missed a couple due to other obligations but when I attended I took home a lot of info, knowledge and new visions. Going to VMUGBE throughout the years have made me grow due to the sessions and the peers available.
A couple of years ago I met @kim_bottu who engaged me in becoming a #vExpert. Now two years in a row I am awarded being part of this vExpert community and VMUGBE facilitated this in a way. A lot of the Belgian vExperts come year after year and are very open people ready to chat.
These are a couple of the vExperts that will be attending this year:
Maarten Van Driessen
Frederiek Van Hoornick
Jurgen Van de Perre
Johan Van Amersfoort
Why should you attend?
It is a FREE #vCommunity networking event with top speakers. There is top relevant content available from CNA to Horizon View and VMware Cloud on AWS to VMware Blockchain and IOT. It is all VMware related and there is some marketing stuff yes (which make the event FREE) but most is community driven and real world examples.
There are 16 sessions in total, 3 parallel tracks with 4 sessions in the morning and 4 in the afternoon. There will be a small breakfast, a free lunch, a free BBQ and a chance to win a smartphone.
What sessions am I looking forward to?
Maarten Van Driessen (@mvandriessen) will share his knowledge from the field about VVOLS. I have never worked with VVOLS so I’m curious. My lab has Synology based storage and sadly Synology does not support VVOLS. I’m personally looking forward to this session.
Our very own Luc Dekens (@lucd) will tell you about PowerCLI. Even if you know everything about PowerCLI this is a session to attend. I have been at several Luc his sessions and for me these gave me new insights about challenges I had.
Johan van Amersfoort (@vhojan) is an easy to listen to speaker which has his session right after lunch. He will tell about a project where they used the VDI infrastructure to do a whole other thing during the nighttime. Don’t miss out on this session. I have missed this session twice so I will be now. Third time is a charm.
Last but not least the #vExpert Community session led by Stijn Depril (@sdepril). This sessions is one of the last sessions and will try to highlight why you should become a #vExpert. I will be on the #vExpert panel during this session so if you want to see me sweat (it is my first public speaking session) you should attend this session. We will share a lot of personal views and insights during this session.