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1 SER2318BU Upgrading to vsphere 6.5 the VCDX Way Melissa Palmer Rebecca Fitzhugh #VMworld #SER2318BU

2 Disclaimer This presentation may contain product features that are currently under development. This overview of new technology represents no commitment from VMware to deliver these features in any generally available product. Features are subject to change, and must not be included in contracts, purchase orders, or sales agreements of any kind. Technical feasibility and market demand will affect final delivery. Pricing and packaging for any new technologies or features discussed or presented have not been determined. #SER2318BU CONFIDENTIAL 2

3 Melissa Palmer Tweet Blogger Creative Team Author vmiss.net VirtualDesignMaster.io IT Architect Series: The Journey VCDX #236 #SER2318BU CONFIDENTIAL 3

4 Rebecca Fitzhugh Tweet Blogger Co-Host I have a job! Author Rubrik.com vsphere Virtual Machine Management Learning VMware vsphere VCDX #243 #SER2318BU CONFIDENTIAL 4

5 Part I Planning Your Upgrade

6 Why Upgrade? Because it is the latest and greatest isn t good enough. Better justification is: Extended lifecycle Compatibility (must upgrade to ESXi 6.5 for VSAN 6.5+) vcenter Server HA VM encryption #SER2318BU CONFIDENTIAL 6

7 Planning Your Upgrade, the VCDX Way Approach problem of upgrade with distinct methodology Rehost vs rearchitect It s not about the bells and whistles but meeting the business requirements Plan the upgrade project end-to-end before beginning implementation Validate post implementation #SER2318BU CONFIDENTIAL 7

8 Design Process Assess the technical and business requirements. Design a solution that meets the requirements. Deploy the design in the production environment. Validate the deployment against the design and requirements. Education and Knowledge Transfer (Ongoing) Educate stakeholders to provide design input. Communicate technical and operational changes. Requirements #SER2318BU CONFIDENTIAL 8

9 Current State Analysis Health Assessment vrealize Operations Manager vsphere Optimization Assessment VMware {code} vcheck for vsphere vsphere Health Check (PSO) Hardware / Storage / Network / 3 rd party Compatibility #SER2318BU CONFIDENTIAL 9

10 Design Methodology Requirements, Constraints, Assumptions, Risks Conceptual Logical Physical Design Decisions Design Decisions #SER2318BU CONFIDENTIAL 10

11 Conceptual Model Requirements Example: All virtual infrastructure components should be highly available. Constraints Example: VSAN must be used for virtual machine storage. Assumptions Example: Organization will continue to purchase vsphere Enterprise Plus licensing Risks Example: Staff has not been trained in the use of vsphere Web Client VMworld 2017 Content: Not for publication #SER2318BU CONFIDENTIAL 11

12 Logical Design High level architecture and design decisions. Design Decision: Management components should be separate from production workloads. #SER2318BU CONFIDENTIAL 12

13 Physical Design Licensing Configuration specifications Upstream configurations Networking, storage, etc. Design Decision: vcenter Server HA will be used. #SER2318BU CONFIDENTIAL 13

14 Major Key Alert! You will need to involve more than just the virtualization team: Networking Storage Operations Security Backup Disaster Recovery #SER2318BU CONFIDENTIAL 14

15 Part II Future State Design

16 New Features Design and use of new features / products Review all features to determine what is relevant to your organization Keep your organizations top design qualities in mind! #SER2318BU CONFIDENTIAL 16

17 Introduction to Design Qualities They are Availability Manageability Performance Recoverability Security How does your organization rank them, and why? Use these to drive your design choices and business cases. Security Availability Performance #SER2318BU CONFIDENTIAL 17

18 Rearchitect versus Rehost Upgrades can be the time to fix issues in infrastructure design. Design Decision: Old environment gets upgraded; new clusters added are re-architected. Design Decision: New deployment is configured according to new design; existing infrastructure is re-architected cluster-by-cluster. VMworld 2017 Content: Not for publication #SER2318BU CONFIDENTIAL 18

19 Building the Business Case Proof of concept for new features can prove value. Be sure to determine key success criteria at the outset! Examine operational cost of continuing with old architectures. Compare to operational cost of deploying new architectures or rearchitecting existing. Consequences of not upgrading. Support implications, lifecycle, etc. VMworld 2017 Content: Not for publication #SER2318BU CONFIDENTIAL 19

20 Major Key Alert! The success of future state design is highly dependent on an accurate current state analysis. In case you didn t catch the DJ Khaled reference the first time. #SER2318BU CONFIDENTIAL 20

21 Part III Example Upgrade Plans

22 Scenario A The Utility Muffin Research Kitchen is currently running vsphere 5.5 across 3 sites. Currently, each site is independently managed. Requirements: Manage all sites through a single interface. Ensure virtual infrastructure components adhere to 10 minute RTO. Centralized logging in each site. Constraints: No additional hardware may be purchased. Assumptions: Licensing is available. Risks: VMworld 2017 Staff is not trained to use vrealize Log Insight Content: Not for publication #SER2318BU CONFIDENTIAL 22

23 Scenario A The Utility Muffin Research Kitchen is currently running vsphere 5.5 across 3 sites. Currently, each site is independently managed. Design Decisions: Consolidate vsphere SSO domains (must be done prior to upgrading) Use Enhanced Linked Mode. Migrate to vcenter Server Appliance Use vcenter Server High Availability Deploy vrealize Log Insight or distribution #SER2318BU CONFIDENTIAL 23

24 vsphere 5.5 vsphere 6.5 Product Current Version Upgrade Version Comments vcenter Server u1 vcenter Server 6.5a needed for NSX ESXi u1 NSX Req vsphere 5.5 U3 minimum vrealize Automation Side by side upgrade vrealize Operations Manager Two steps: 6.0.x to to 6.6 vrealize Log Insight n/a 4.5 New per requirement #SER2318BU CONFIDENTIAL 24

25 Compatibility Matrix #SER2318BU CONFIDENTIAL 25

26 Upgrade Order VMworld 2017 Content: Not for Step 4: Upgrade Other VMware & 3 rd Party Products Step 1: vsphere SSO Domain Consolidation Step 2: Migrate / Upgrade SSO 5.5 to PSC 6.5 Step 3: Migrate / Upgrade vcenter Server 5.5 to 6.5 Step 6: Upgrade Virtual Machines VM Tools / Compatibility publication Step 5: Upgrade ESXi 5.5 hosts to 6.5 Step 7: Upgrade VMFS5 to VMFS6 #SER2318BU CONFIDENTIAL 26

27 Scenario B Dunder Mifflin is currently running vsphere 6.0 within a single site. A new compliance regulation requires user data to be encrypted. All users leverage VDI for desktops. Requirements: Adhere to new regulatory compliance. Centralized monitoring for virtual infrastructure. Constraints: Horizon must be used for VDI solution. Assumptions: The current number of Connection Servers provides sufficient number of sessions Risks: VMworld 2017 Staff is unfamiliar with vrealize Operations Manager Content: Not for publication #SER2318BU CONFIDENTIAL 27

28 Scenario B Dunder Mifflin is currently running vsphere 6.0 within a single site. A new compliance regulation requires user data to be encrypted. All users leverage VDI for desktops. Design Decisions: Consolidate vsphere SSO domains (must be done prior to upgrading) Use Enhanced Linked Mode. Migrate to vcenter Server Appliance Use vcenter Server High Availability Deploy vrealize Operations Manager Install Horizon adapter for vrealize Operations Manager VMworld 2017 Content: Not for publication #SER2318BU CONFIDENTIAL 28

29 vsphere 6.0 vsphere 6.5 Product Current Version Upgrade Version Comments vcenter Server 6.0u2 6.5u1 ESXi 6.0u2 6.5u1 vrealize Operations Manager n/a Horizon View #SER2318BU CONFIDENTIAL 29

30 Compatibility Matrix #SER2318BU CONFIDENTIAL 30

31 Upgrade Order VMworld 2017 Step 3: Upgrade Horizon to 7.2 & 3 rd Party Products Step 1: Migrate / Upgrade SSO 6.0 to PSC 6.5 Step 2: Migrate / Upgrade vcenter Server 6.0 to 6.5 Step 5: Upgrade Virtual Machines VM Tools / Compatibility Step 6: Upgrade Horizon Agent Content: Not for publication Step 4: Upgrade ESXi 5.5 hosts to 6.5 Step 7: Upgrade VSAN t0 6.6 #SER2318BU CONFIDENTIAL 31

32 Major Key Alert! Takeaway: understand the upgrade process and concepts and apply them to your own environment. VMworld 2017 Content: Not for publication #SER2318BU CONFIDENTIAL 32

33 Resources vsphere documentation ( vsphere Upgrade blog series ( VMware {code} vcheck ( #SER2318BU CONFIDENTIAL 33

34 Questions? #SER2318BU CONFIDENTIAL 34

35

36 Melissa Rebecca VMworld 2017 Content: Not for publication

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