VCenter 5.0 to 5.1 U1 Upgrade while Separating or Splitting out Services (Part 2): Web Client upgrade

In part 1 we installed SSO and we will now install the web client.  This step does not have to be done next, but I recommend it because it will allow you to login with your domain credentials as you install things and you can see services being registered.I have the Web Client currently running on our Vcenter server so that when logging into the Web Client and the Vcenter Application server are same name and it is an easy transition to using the web client.  You can split out the web client onto it’s own server and uninstall your old web client later, but for this guide we will assume you are upgrading your existing installation.  The install will require a reboot so if you need to put in change control or let users know before upgrading now is the time to do so.

A couple items to note prior to installation:

a. Any local groups will not be imported into the permissions for your new Vcenter once that is upgraded.  All other permissions and groups should get imported during the Vcenter upgrade.

b.  For an upgrade, it should recognize the domain source that the server you install on is joined to.

Let’s get this going!
1.  Log onto your vcenter or your current web client server and run the installer for the Web Client from your 5.1 U1 Vcenter download.  Hit next.

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2.  Keep default ports or set the ports for connecting to the web client and hit next.

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3.  Enter the password for the default user you created during the SSO install and the FQDN of your SSO server that was built.

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4.  Install the default certificates for the web client.  You can replace these at a later date with your CA signed certificates using the SSL Automation Tool provided by VMware, but I have found that self signed are sufficient for most organizations.

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5.  Choose install and wait for the install to complete.

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6.  Restart your system or choose no and restart when available.

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7.  Installation is done, but you will want to set your Default domain so that when you upgrade the Vcenter Service you will be able to login.  Go the the web browser https://FQDN.webclient.com:9443 and login with the default username admin@system-domain and the password you set.

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8.  Click on Home -> Administration -> Configuration.  Your Identity source for your domain should already be listed there.  On the bottom under Default Domains make sure your domain is down there and move it to the top of the list and hit the save button

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9.  If you ever have an issue, you can always login with admin@system-domain.

Part 3 will be to install the Inventory service on it’s own server.  Don’t worry about the existing Inventory service, we will remove that during the Vcenter Service install.

VCenter 5.0 to 5.1 U1 Upgrade while Separating or Splitting out Services (Part 1): SSO Install

Upgrading to Vcenter 5.1 is definitely not as easy as the previous upgrades and finding information on exactly the best way to do it was difficult for me.  So, I hope to provide some screenshots and some advice on the issues that I have encountered.   This first part will be the SSO installation for a single site.  The multisite mode requires some extra configuration like replicating the database to your other sites and then setting up linked mode.  I hope to cover that in a later posting once I have it documented.

For my design, I split out SSO, SQL Database, and Inventory Service onto their own servers.  I kept VUM, Web Client, and Vcenter Server on the same server.  This is our lab install and we will not be doing multisite SSO for this guide.

If you need multisite SSO here is the KB article the steps http://kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&externalId=2042849 , but if you select create primary node for multisite during install I don’t believe it harms anything to do it this way even if you run it stand alone.

Here is a link to the sizing requirements for each of the components.  Build out your virtual machines for the components sized for your environment.  http://pubs.vmware.com/vsphere-51/index.jsp#com.vmware.vsphere.install.doc/GUID-67C4D2A0-10F7-4158-A249-D1B7D7B3BC99.html#GUID-67C4D2A0-10F7-4158-A249-D1B7D7B3BC99

Here is the order I have tested and been informed by VMware to do:

1. Install SSO service (seperate server for this article)
2. Install Web Client and Configure your AD sources (Vcenter server):
3. Install Inventory Service (separate server)
4. Uninstall Vcenter application to remove the old inventory
5. Install new Vcenter and point to existing database and point to SSO/new Inventory service)
6. Upgrade Vmware Update Manager / Components

Here are the links to the steps:
Web Client Upgrade
Inventory Service Upgrade
Vcenter Service Upgrade

On to part 1, Installing SSO!  For our setup we are using Windows 2008 Enterprise R2, but I believe it can run on 2012.

1. Download the Vcenter installer and copy it to your new SSO server.

2. Create your SSO SQL Database. If you are using a separate SQl server, which I highly recommend for medium to large businesses, is you need to create the new SSO database.      Log on to where your SQl server resides.

The documents can be a bit confusing and you think you might want to go ahead and create the shell, but the TableSpaces script below will actually create the database for you. The script has instructions in it on if you want to change the install path of the database name. To find the SQl scripts browse to your downloaded Vcenter install and going to the paths from the install guide below.

If you are using an existing database for Single Sign-On, you must create a database user (RSA_USER) and database administrator (RSA_DBA) to use for the Single Sign-On database installation and setup. To create these users, run the script rsaIMSLiteDBNameSetupUsers.sql. The script is included in the vCenter Server installer download package, at vCenter Server Installation directory\Single Sign On\DBScripts\SSOServer\Schema\your_existing_database..

■ If you are using an existing database with your vCenter Single Sign-On installation or upgrade, make sure that the table spaces are named RSA_DATA and RSA_INDEX. Any other table space names will cause the vCenter Single Sign-On Installation to fail.

■ If you are using an existing database for Single Sign-On, to ensure that table space is created for the database, run the script rsaIMSLiteSetupTablespaces.sql. The script is included in the vCenter Server installer download package, at vCenter Server Installation directory\Single Sign On\DBScripts\SSOServer\Schema\your_existing_database. You can run this script prior to the installation, or during the installation, when you are prompted by the installer. You can leave the installer to run the script, and resume the installer after you run the script

Modify the scripts with your username/pass and preferred database name.  Run the scripts on the SQl server to create your database instance and users.  We called our database SSO as opposed to the default RSA.

3.  Log on to your SSO server. Start up the installer, click install, choose language, and hit next

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4.  Choose create the primary node for a new Vcenter Single Sign on installation

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5.  Choose Basic if you will be installing this not in multisite mode or choose create the primary node if you will be doing multisite.  If you think in the future this may be part of a multisite mode I would choose this to be safe because I am not sure how easy it is to change a basic install to multisite and I don’t think it hurts to choose this option by default.  Here are the steps for multisite if you want to go that direction: http://kb.vmware.com/selfservice/microsites/search.do?language=en_US&cmd=displayKC&externalId=2042849

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6. Enter the password you want to be for the default account to get into SSO.  BE SURE TO RECORD THIS OR YOU CANNOT GET IN SSO TO CONFIGURE IT. This is the password you will use to login to setup your domain/identity sources in the web client.

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7.   Select to use an existing database and choose next.

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8.  Enter all the information listed here, your database name, database server hostname, port, and DB user/DBA username which should be RSA_USER/RSA_DBA if you used the scripts.  Enter the passwords you used to create users from step 1.  Finally, enter your JDBC URL or let it auto select by unchecking the manual box.  It should be in the format jdbc://sqlserver://FQDN.server.com:1433;databasename=DBName.  You can read more on the formats below, but the format given should work.  http://pubs.vmware.com/vsphere-51/index.jsp#com.vmware.vsphere.install.doc/GUID-72290DA7-FCF9-4331-B108-DAE73728FA14.html

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9.  Enter the FQDN of the current server you are installing on.

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10.  I took the default for the SSPI service, but you could run it as a service account.

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11.  Choose your install location and change the port if you don’t want to take default.  Hit next till it installs and SSO is installed if everything was entered correctly.

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That is it! SSO is installed.  Next step will be to get the Web Client installed and configure your identity sources configured!  The web client setup will be Part 2 and I hope to get to that soon.

Updates Coming!

Readers, I know that I have not posted in some time.  It is due to lots of work going on.  I have a few items I plan to cover in some upcoming posts.

1. Upgrading from 5.0 to 5.1 and splitting out your services

2. How to create a custom ISO with vendor VIB packages.