In this tutorial I will guide you through upgrading vCenter 4 to the new vCenter 5. In this lab I have a separate SQL Server running SQL 2008 R2 on Windows 2008 R2, vCenter 4.1 running on Windows 2008 R2.
Upgrading to vCenter 5
1. Firstly backup your vcenter database followed by backing up your vcenter SSL keys C:programdataVMwareVMware VirtualCenterSSL. Log into your vCenter server as the service account that is running the vCenter services. Either burn or mount the vCenter 5 iso image to the DVD drive of your vCenter server. It will either auto start or if you have auto start disabled you can browse the DVD and double click autostart.exe. First thing we are going to do is test our current ESXi servers to see if the VPX agent is ready to be upgraded. NOTE: In vSphere 5, there is no more ESX servers, so you must plan to re-install your hosts to ESXi.
2. Select vCenter Host Agent Pre-Upgrade Checker and click Install. Click Next at the Welcome screen.
3. The wizard will pick up your existing DSN, enter in the username and password to authenticate to your database. Alternatively you can select Use Windows Credentials if the user you are logged in with has access to your database, or Use Virtual Center Credentials. Click Next.
4. Select Custom Mode. Click Next.
5. Select your hosts and click Next.
6. Click Run precheck and when finished click Next.
7. As you can see my host has passed, you can also click on View Report if you wish. Click Next.
8. The Pre-Upgrade Checker has now complete, click Finish.
9. Click on vCenter Server and click install to being the vCenter 5 installation wizard.
10. Select your language and click Ok.
11. The wizard picks up that you have a previous version of vCenter and that an upgrade to vCenter 5 will take place. Click Next.
12. Click Next to the End-User Patent Agreement.
13. Agree to the license agreement and click Next.
14. Enter in your username and organization followed by your license key, or leave empty to install in evaluation mode. Click Next.
15. Click Yes if you are continuing in evaluation mode or click no and enter in your vcenter 5 license key.
16. Your preivous DSN is found, click Next.
17. Make sure you take a backup of your existing database before upgrading. Also backup your SSL keys. Select Upgrade and click I have taken a backup. Click Next.
18. You can select Automatic or Manual here, I select Automatic to have vCenter upgrade my vCenter Agent on each host automatically. Click Next.
19. Enter in your password for the vCenter Service and enter in your FQDN for your vCenter Server. Click Next.
20. Select your installation Directories for vCenter 5 and click Next.
21. Check your port settings for conflicts, most of these ports are from your existing vCenter 4. Click Next.
22. Check the Inventory Service Ports for conflicts. Click Next.
23. Select the Inventory Size that corresponds to your environment. Click Next.
24. If you power on more than 2000 virtual machines simultaneously then select this box, otherwise click Install.
25. The vCenter 5 upgrade begins.
26. Click Finish.
27. Back at the welcome screen, install the vSphere Client. This will upgrade your existing client. The installation is very basic so I won’t provide any screen shots. Once the new vSphere Client is installed, double click it to launch it. Enter in your vCenter ip address or hostname followed by your username/password or you can tick the box to use your current Windows session credentials.
28. Select Install this certificate… and then click Ignore.
29. You are now logged into your new vCenter 5 Server.
Disclaimer: All the tutorials included on this site are performed in a lab environment to simulate a real world production scenario. As everything is done to provide the most accurate steps to date, we take no responsibility if you implement any of these steps in a production environment.