When you upgrade your VMware environment to version 5.5. remember to upgrade your distributed vSwitch as well; it will not be done automatically. In this way, you can utilize new features in dvSwitch 5.5, including:
The upgrade process is fairly easy and the good thing is that according to VMware documentation, it is non-disruptive which means there is no outage and no host and VM will get down or experience issues. Find your distributed vSwitch either in vSphere Client or Web client, right click and do upgrade.
As you may know, vCloud Director 5.1 recognized ‘Storage Profiles’ instead of recognizing datastore or datastore clusters directly. In VCD 5.5, ‘Storage Profiles’ are changed to ‘Storage Policies’ .This change of concept and term from ‘Profiles’ to ‘Policies’ may make some issues when you want to add a Datastore and utilize it in vCloud Director 5.5. As a matter of fact, if you (like me) are used to vSphere Client instead of vSphere Web Client to do your tasks (because it seems faster!) you will fall into troubles and this is one of those scenarios.
The normal procedure to add a datastore to the infrastructure in order to provision it in vCloud Director 5.1 is:
- Add datastore to the VMware infrastructure in vCenter using VMware vSphere Client (or Web Client)
- Assign a pre-defined ‘Storage Capability’ to datastore. If you didn’t define ‘Storage Capability’ yet see link above to see how to create and enable it. This ‘Storage Capability’ is assigned to a ‘Storage Policy’ itself! I know it’s confusing! and ‘Storage Profiles’ are known in vCloud Director through connected vCenter. An important bug is mentioned here that you should assign a ‘Storage Capability’ to your datastore before adding it to a datastore cluster. Keep this in mind if you are just adding datastore to an existing ‘Storage Profile’.
- So, if you didn’t add ‘Storage Profile’ in vCloud Director before, you should do so now; if it’s introduced before you can right-click on your vCenter in vCloud Director (‘Manage and Monitor’) and ‘Refresh Storage Profiles’. It’s not necessary, it will be done automatically after some time.
The regular procedure and storage terms in vSphere/VCD 5.5 is different than 5.1. The point is vSphere Client 5.5 (not Web Client) is still using the old terms and if you add datastore using vSphere Client 5.5, datastore cluster will disappear in vCloud Director and Provider VDC’s will not have access to datastores! No need to say it’s not a pleasant situation! So, to utilize a new datastore in vCloud Director 5.5 follow the procedure explained here. As I said, it’s very important to use vSphere Web Client to add datastore to infrastructure. In brief:
- Add datastore to the VMware infrastructure in vCenter
- The good thing in vSphere 5.5 is that there is no ‘Storage Capability’ which is less confusing (it’s confusing because you expect to find a very complicated concept but when you use it you see that it’s nothing more than a label!) and it’s replaced by a simple word: ‘tag’. So, if you already defined a ‘Storage Policy’ with a known ‘tag’, the only thing is to ‘Assign Tag’ to datastore by right-clicking on it. If you have upgraded infrastructure from 5.1, storage capabilities are already converted to tags.
- Right-click on your vCenter in vCloud Director (‘Manage and Monitor’) and ‘Refresh Storage Policies’. As you see storage profile is replaced with storage policy in VCD 5.5.
When you want to upgrade VMware vCloud Director 5.1 to version 5.5, VMware vCloud Networking and Security should be upgraded to 5.5 as well because vCloud Director 5.5 is not backward compatible with vShield 5.1. Unfortunately and surprisingly, the documentation on VMware website to do so is not accurate! and it took some time for me to realize what’s the correct procedure. So, I thought it would be useful to share it here for those who can’t find the things mentioned in VMware website to upgrade VMware vCloud till they modify the documentation.
Actually, the part which is not accurate is where it explains the steps to upgrade vShield Edge appliances and it is a crucial part because failing to do this will result in failure in managing Edge gateways through vCloud Director interface. Since there would be one vShield Edge system appliance for each Edge Gateway that is created in Virtual Data Centers, you will have considerable number of vShield Edges in your environment and you should take care of them one by one. By the way, after upgrading vShield Manager to 5.5 is done (it’s easy, just uploading the upgrade bundle in vShield web console and reboot), the most important one is Upgrading vShield Edge.
Let’s look at the document on VMware website: Best practices for upgrading to VMware vCloud Networking and Security 5.5 , it says:
If you have vShield Edge 5.1.0 or later instances, upgrade each Edge:
- Log in to the vSphere Client.
- Click the data center for which vShield Edge instances are to be upgraded.
- Click the Network Visualization tab. All existing vShield Edge instances are shown in the listings page. An arrow icon is shown for each vShield Edge that must be updated.
- Click an Edge and click Upgrade from Actions to start the upgrade. When the Edge is upgraded, the arrow icon no longer appears.
- Repeat for each vShield that must be upgraded
After logging in to vSphere client, you will notice that there is no “Network Visualization” tab, but instead “Network Virtualization” tab. It must be a typo but even after clicking on “Network Virtualization” you will face some errors complaining about not having Acrobot Adobe Reader and so on! While the proper way to do this is to Log in to vShield Manager Web console (not vSphere Client) and look for Network Virtualization (instead of Visualization) under your DataCenter and the rest of steps are the same. You need to choose each Edge, select “Actions” on the top and choose “Upgrade” which will result in an automatic upgrade of that special Edge Gateway to new version.
I hope they modify their document because it is considered as the most reliable one.