VCF 9.0.1 Upgrade Part 1: Management Components

HOMELAB JOURNAL

VCF 9.0.1 Upgrade Part 1: Management Components

Follow the VCF 9.0.1 management upgrade for Fleet Manager, Operations, Logs, Networks, Identity Broker and Automation in a homelab.

Overview

This VCF 9.0.1 management upgrade walkthrough covers Fleet Manager, Operations, Logs, Networks, Identity Broker and Automation in my lab. It is Part 1 of the upgrade sequence; the core SDDC Manager, NSX, vCenter and ESXi work follows in Part 2.

Recorded upgrade durations and backup readiness

This is the recorded 9.0.1 upgrade, not the latest-release recommendation. Durations below come from the original lab notes; they exclude preparation and do not predict another environment’s maintenance window.

ComponentRecorded elapsed time
Fleet ManagerNot recorded
VCF OperationsAbout 34 minutes
Operations for LogsAbout 15 minutes; single appliance
Operations for NetworksAbout 1 hour 49 minutes; upload retry noted
Identity BrokerAbout 1 hour 30 minutes
VCF AutomationAbout 2 hours 30 minutes; single appliance
  • Complete and verify the product-supported backups before patching. Check destination access, encryption passphrases, source builds and the restore procedure.
  • A snapshot option shown in a product upgrade wizard is a scoped rollback mechanism. Do not substitute it for backups or take arbitrary independent snapshots of every appliance.
  • VCF Services Platform health checks can flag snapshots on cluster nodes because they interfere with node rotation. Follow the specific Automation/Identity Broker procedure rather than copying another product’s snapshot steps.
  • After each update, verify target version, health, collection and logins; complete a fresh backup before closing the change.

Sources: SDDC snapshot scope and VCF Services Platform health checks.

Related background: VCF 9.0 page here

This walkthrough records the lab upgrade from VCF 9.0 to 9.0.1. Read the target-release notes and hardware compatibility requirements before repeating it; 9.0.1 is not presented as the current release.

Prepare the upgrade

The first step in getting the upgrade going is to download the binaries using the VMware Cloud Foundation Download Tool, there are a ton of other blogs out there discussing how to use this so I am not going to walkthrough this. Once you have the binaries downloaded and uploaded to your offline depot, you need to make sure they appear available to the SDDC Manager.

Login to your VCF Operations Console, expand Fleet Management and click on Lifecycle

Now click on VCF Management and then Binary Management

Patch Fleet Manager

The first step in upgrade requires us to patch the Fleet Manager appliance so that we can download the rest of the binaries. In the Binary Management page, click on Patch Binaries

Click the check box next to fleet management and click the Download link.

Wait for the binary to download

Now that the binary is download, click on Settings

Click on System Patches

For this Fleet Manager patch workflow, verify a supported backup first and then use the wizard’s snapshot option as directed. A VM snapshot is not an independent backup.

Enter in the vCenter FQDN and select the credentials that can be used to login to the vCenter.

The Create Snapshot dialog warns that appliances must be in a consistent state before snapshots are triggered and requests the hosting vCenter and credentials.

Wait for that task to complete before moving on. You can click on the link to view the progress.

After the snapshot has completed, click on New Patch

The patch we just download should be available now, click the radio button next to the patch and click Next

Fleet Manager patch selection warns that SFTP and snapshot prerequisites must be checked and that service restarts can cause running tasks to fail.

Click Install

The selected Fleet Management 9.0.1.0 Maintenance Patch 1 is categorized as a critical bug fix; the review includes a snapshot recovery notice and release-notes link.

Wait for the patch to install before proceeding. The fleet manager will reboot, so you may lose connectivity for a period of time.

I went back to the overview and received a VCF Fleet Manager not ready message and after some time it refreshed back to the normal overview. I also wanted to confirm it upgrade by clicking on Settings

Fleet Management System Information reports version and patch version 9.0.1.0 with build 24960371 after patching.

Create the management upgrade plan

With the Fleet Manager upgraded, we can download the remaining binaries for VCF Operations Click on Binary Management

Click the checkboxes next to all the 9.0.1.0 versions of the VCF operations appliances and click Download.

Once all the binaries have downloaded for the other appliances, we can proceed to upgrade them. Click on Components.

Then click on Plan Upgrade.

Click the drop-down next to each product and select the Target Version. Click Create Plan

The upgrade plan targets 9.0.1.0 for Automation, Identity Broker, Operations for Logs, Operations, and Operations for Networks.

The status of each product will change and provide the upgrade path for each.

The plan lists Automation and Identity Broker as Pending Patch, while Operations, Operations for Logs, and Operations for Networks are Pending Upgrade.

Prior to upgrading these products, it is always recommended to perform an inventory sync. You can perform that by clicking on each product and clicking the Trigger Inventory Sync link.

After all the products have been synced, you can start the upgrade by click on the link of the product you wish to patch/upgrade.

Upgrade VCF Operations

I am going to upgrade VCF Operations first, in the pop-up you will see the note about inventory syncing. Click Proceed to continue.

The upgrade notice describes version 9.x entitlement and licensing requirements, warns that Operations will be offline during upgrade operations, and recommends synchronizing inventory.

Click Next at the Select Version window.

Click on Run Assessment to have the Aria Pre-Upgrade Assessment Tool (APUAT) run an environment assessment of VCF Operations.

Wait for the Aria Pre-Upgrade Assessment Tool (APUAT) assessment to run.

Once the report is completed, click on View Report and review the assessment to see if there is anything that should be addressed before the upgrade. My report showed now issues.

The pre-upgrade assessment lists successful validation checks for node access, disk space, time synchronization, credentials, cluster health, DNS, and management packs.

Return to the Upgrade process and click Next.

At the snapshot screen, leave the default selected to have the appliance take a snapshot before upgrading and click Next.

Click Run Precheck so it will validate everything we selected and allow us to continue on the process.

After the checks have passed, click Next to continue.

Review the upgrade summary page and click Submit if everything is correct for you.

The Operations upgrade summary selects version 9.0.1.0 with a component snapshot enabled; automatic revert and snapshot retention are disabled.

The upgrade for VCF Operations will start.

During the upgrade process, the VCF Operations UI will go offline for an extended period of time. If you refresh during the upgrade you may see an Error 503 Service Unavailable message.

The Operations page reports that the service is unavailable, will redirect when available, and provides an Admin UI link for cluster management.

It took roughly 34 minutes for VCF Operations to upgrade.

The Operations upgrade task shows all ten stages successful and an elapsed time of about 34 minutes.

You can validate the upgrade was successful by going back to the Components page and seeing that VCF operations is compliant with the upgrade plan.

Upgrade VCF Operations for Logs

Next I am going to upgrade VCF Operations for Logs, click on Upgrade.

Click Proceed as on the pop-up. I have already triggered inventory sync for all products prior to starting this upgrade plan.

Click Next at the Select Version screen.

I am going to leave the defaults selected for the Snapshot settings and click Next to continue.

Operations for Logs snapshot options have Take component snapshot selected and Retain component snapshot taken unchecked.

Click Run Precheck so it can run an assessment before the upgrade.

My precheck reported a TLS 1.0/1.1 warning. Review the detailed report and confirm that no source or integration still depends on those protocols before proceeding; do not dismiss the warning solely because newer TLS is preferred.

Operations for Logs prechecks show a TLS warning alongside passed SSH and primary-node address checks, despite the overall green validation banner.

Review the Upgrade Summary and click Submit to start the upgrade.

The Operations for Logs upgrade summary targets 9.0.1.0, enables a component snapshot, and leaves automatic revert and snapshot retention disabled.

The VCF Operations for Log upgrade will start.

It took roughly 15 minutes for the VCF Operations for Logs upgrade to complete, it this was a cluster it would take significantly more as there are 3 or more appliances compared to the single appliance I am running in my lab.

Upgrade VCF Operations for Networks

Next we are going to upgrade VCF Operations for Networks, we will start back at the VCF Management components page.

Click on Upgrade next to operations-networks.

I am completing this upgrade over multiple days so I am going to trigger inventory sync in the pop-up. If you trigger an inventory sync another pop-up will appear and you have to select Confirm to start the sync. Click Proceed to continue with the upgrade.

In the Select Version screen, click Next.

At the Snapshot screen, I am leaving the defaults selected so that it will create a snapshot before upgrading. Click Next.

Click Run Precheck to validate the environment is ready for an upgrade.

Review the precheck to see if there are any issues that need to be resolved before continuing. My precheck pass all the checks, so I clicked Next to continue.

Review the Upgrade Summary page and click Submit to begin.

The Operations for Networks summary targets 9.0.1.0 with a component snapshot enabled, automatic revert disabled, and snapshot retention disabled.

Wait for the upgrade to complete.

The VCF Operations for Networks upgrade took approximately 1 hour 49 minutes to upgrade. I had one issue with the upgrade uploading to the appliance but that remedied easily by restarting the upgrade, probably just timed out the first time it up was uploading.

The Operations for Networks task shows all ten upgrade stages successful with an elapsed time of about one hour and 49 minutes.

Now we return to the components tab and move on to the next part of the process.

Operations, Operations for Logs, and Operations for Networks show version 9.0.1.0 and In Compliance; Automation and Identity Broker still show Pending Patch.

Prepare the remaining patches

We see that we only have patches left to install, automation and identity broker. We haven’t downloaded the patches yet, so we have to do that first. Click on Binary Management.

Then click on Patch Binaries.

Select the checkboxes next to automation and identity broker and click the Download link.

We have to wait for these to download before continuing.

Patch Identity Broker

After the patch binaries are downloaded, we can return to the Components screen and apply them. Click on Apply Patch next to identity broker.

Select the radio button next to the 9.0.1.0 patch and click the check box next to “I confirm that the SFTP configuration has been done” Click Next to continue.

Identity Broker patch selection requires SFTP confirmation and warns that prerequisites and existing snapshots must be checked because service restarts can interrupt running tasks.

At the Review and Install screen, review the options selected and click Install.

The patching process will begin.

I took almost 1 hour and 30 minutes to complete the patching process on the identity broker appliances.

The Identity Broker patch task shows all five stages successful, with an elapsed time of about one hour and 22 minutes.

Patch VCF Automation

Now the last step in this part of the upgrade process is patching the VCF Automation appliance. We start by returning to the components screen and clicking Apply Patch next to automation.

In the Install Patch pop-up it will confirm that you have SFTP configured for this appliance as well, click the radio button next to the patch version and the check box next to “I confirm that the SFTP configuration has been done”. Then click Next.

Automation patch selection requires SFTP confirmation and warns that prerequisites and existing snapshots must be checked because Automation services may restart.

Click Install at the Review and Install screen.

The patching process will begin.

VCF Automation took roughly 2 hours and 30 minutes to complete the patching process on my lab with a single automation appliance.

The Automation patch task shows all five stages successful, with an elapsed time of two hours and 41 minutes.

Continue to the core upgrade

Since this is walking through the entire upgrade, I have decided to split this into multiple posts as the upgrade process consists of upgrading the entire VCF product suite. This post was focuses on upgrading the VCF management components. In the next part I will continue on with upgrading the VCF core components (vCenter, NSX, ESXi).

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