Upgrading ESX 3.5 to the next version with Update Manager

In my Lab I was exploring the upgrade possibilities from ESX 3.5 to the next version.  Usually I do a full reinstall just to be absolutely sure there’s no old packages floating around. For testing purposes I decided to do an upgrade of the ESX host. I opened up Update Manager and with a couple simple clicks I upgraded my host to the next version. (I did an upgrade of vCenter and Update Manager before I even started.) I removed a couple of screenshots that didn’t contain much useful info, in total it were 15 steps to create a baseline and update the host:

Create a new Baseline:

Give it a name and select the Type:

Browse to the ISO of the next generation of ESX and upload it:

Specific parameters of the upgrade, notice that the COS will end up in a VMDK:

You might want to have an escape option:

Almost done:

Attach the Baseline to the cluster and all there’s left is “Right click, remediate, next next finish”:

Easy as 1 2 3…




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8 Responses to “Upgrading ESX 3.5 to the next version with Update Manager”

  1. Alan says:

    hi..
    but aren’t you using the standard VI client? ..the update manager screen shoots are a pretty different from then the VI client 3.5 U4?
    thanks

  2. dcoz says:

    Hi Duncan,
    I am hoping from the screenshots shown we dont have to do vmfs upgrades?
    It would be nice not to have go through that again :-)
    D

  3. No VMFS upgrade needed indeed.

  4. @Alan: Yes I’m using the new version of VC and Update manager to do the update!

  5. justme says:

    @Duncan….. Your posting screenshots of the new VC/Update manager… The one your under NDA with… the one your not meant to publicly talk about? :)

  6. Scott Lowe says:

    Use host upgrade baselines are very cool, but if you are using a custom partitioning scheme for the COS in ESX Classic, you’ll want to do a manual upgrade. Otherwise, the upgraded COS won’t have those same custom partitions. For example, if you’ve placed /var on a separate partition in ESX 3.5, then after the upgrade /var will be in the same partition as root, and the old ESX 3.5 /var will be located at /esx3installation/var.

    Bottom line: if you need custom partitions, VUM and upgrade baselines are not the way to go. At least, that’s been my experience.

  7. Tee says:

    What version number is the Update Manager shown in these screenshots?

  8. coalvey says:

    Would it be possible to retain existing partition sizes during an upgrade from ESX 3.5 to 4.0? I have about a 100 hosts to upgrade and did not want to do a full reinstall.

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