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Home > Success Center > Virtualization Manager (VMAN) > VMAN Upgrade Guide

VMAN Upgrade Guide

Updated: 12-4-2017

Supports: VMAN 8.1 and earlier – The latest version of VMAN is currently 8.1.

 

This guide walks you through upgrading VMAN to the newest version. We include checklists to help you prepare and complete your upgrades, gotchas to watch out for, and troubleshooting steps for common issues that users come across when upgrading.

 

The first thing to consider when upgrading your VMAN installation

 

With VMAN 8.0 and later, the VMAN appliance is no longer required. All basic functionality has been moved fully over to the Orion Platform. The Orion Platform is now included as part of a normal VMAN installation. Before upgrading, you have a choice regarding the VMAN appliance:

 

  • Retire the appliance: If you don't need the features that are available only when using the appliance, you should consider retiring the appliance and moving fully over the Orion Platform. The process for upgrading VMAN in this case is quick and simple.

 

  • Keep the appliance: If you want to continue using the appliance, you are able to do so. The steps for upgrading VMAN and reintegrating the appliance are more involved, but we will walk you through the process in this guide.

 

Not sure if you're ready to retire the appliance and move fully over to the Orion Platform? See this post on THWACK to see a breakdown of features available in VMAN as part of the Orion Platform.

 

Depending on your choice, the upgrade process is different.

 

Click on the option that you want to see specific instructions for:

+ If you want to retire the appliance and move fully over to the Orion Platform

 

To complete the upgrade, you must do the following as separate steps:

  • Upgrade VMAN in the Orion Platform
  • Move the primary license from the appliance to the Orion Platform
  • Switch to Orion-based polling in the Orion Web Console

 

Here are the detailed instructions for each step. Complete all three steps to complete the upgrade.

 

  1. Use the Orion Installer to upgrade VMAN in the Orion Platform (also known as VIM, or Virtual Infrastructure Monitor) to the newest version. The Orion Installer is included in the latest install package for VMAN, available under Server Downloads in the Product Downloads section of the Customer Portal.

    The Orion Installer Guide has step-by-step instructions for preparing and executing your upgrade.
     
    If your appliance wasn’t integrated with the Orion Platform, this will be a completely fresh install of VMAN in the Orion Platform. The Orion Installer will guide you.

  1. Move your primary license from the appliance to the Orion Platform

     Remove your primary license from the appliance
     
    1. Log in to the appliance.
    2. Navigate to Setup > License Information.
    3. Click Deactivate License.

    Activate your primary license in the Orion Web Console
     
    1. Log in to the Orion Web Console.
    2. Navigate to SETTINGS > All Settings > Under DETAILS (at the bottom) > License Manager.
    3. Click ADD/UPGRADE LICENSE.
    4. Enter your primary license's Activation Key and fill out the registration information.
       
      You can find your primary license's Activation Key in the Customer Portal. Log in and navigate to LICENSES > Manage Licenses. Scroll down to Virtualization Manager Primary. Find your key under "Activation Key:".

    5. Click Activate.

 

  1. Switch to Orion-based VMAN polling in the Orion Web Console
     
    1. Log in to the Orion Web Console.
    2. Navigate to SETTINGS > All Settings > Under NODE & GROUP MANAGEMENT > Manage Virtual Devices.
    3. Select the HYPER-V or VMWARE tab.
    4. Select all nodes. Use the checkbox in the top left of the Node list to select all nodes.
    5. Click Polling Method.
    6. Select VMAN Orion in the dropdown box.
       
      Do not select Basic as the polling method; Basic polling provides limited polling capability for Virtual Machines compared to VMAN Orion polling.

 

+ If you want to continue using the appliance and integrate it with the Orion Platform

 

To complete the upgrade, you must do the following as separate steps:

  • Upgrade VMAN in the Orion Platform
  • Upgrade the VMAN appliance to the newest version
  • Use the Synchronization Wizard to integrate the appliance with the Orion Platform

 

Here are the detailed instructions for each step. Complete all three steps to complete the upgrade.

 

  1. Use the Orion Installer to upgrade VMAN in the Orion Platform (also known as VIM, or Virtual Infrastructure Monitor) to the newest version. The Orion Installer is included in the latest install package for VMAN, available under Server Downloads in the Product Downloads section of the Customer Portal.

    The Orion Installer Guide has step-by-step instructions for preparing and executing your upgrade.
     
    If your appliance wasn’t integrated with the Orion Platform, this will be a completely fresh install of VMAN in the Orion Platform. The Orion Installer will guide you.

  2. Upgrade the VMAN appliance to the newest version.
     
    Important note for existing installations using a VMAN appliance prior to VMAN 7.2:

    You can directly upgrade an existing VMAN appliance from VMAN 7.2 to the newest version. Follow the steps below.

    However, you cannot directly upgrade an existing VMAN appliance to the newest version from a version prior to 7.2. You must install a new, separate, up-to-date appliance, then migrate from the old appliance to the new one.

    Upgrading an existing VMAN appliance version 7.2 or later appliance to the newest version:

    Use the separate appliance upgrade package, available in the Customer Portal to upgrade the appliance.
     
    1. Log in to the Customer Portal
    2. Click Downloads
    3. Choose Virtualization Manager in the Products dropdown box
    4. Choose your License in the Licenses dropdown box
    5. Find the Virtualization Manager Virtual Appliance Upgrade ISO, under Optional Appliance Downloads
    6. Select the newest version in the Download Type dropdown box
    7. Click Download.
    8. When the download is complete, extract the contents of the zip file to an accessible place.

      Follow the instructions in the included readme.upgrade file.

    Upgrading an existing VMAN appliance version 7.1 or earlier appliance to the newest version:

    You cannot directly upgrade an existing VMAN appliance to the newest version from a version prior to 7.2. You must install a new, separate, up-to-date appliance, then migrate from the old appliance to the new one. Follow the instructions in the VMAN appliance migration guide.

    By migrating to a new appliance, you will be able to keep your appliance's data and benefit from the latest VMAN features and fixes.
     
  1. Use the Synchronization Wizard to integrate the appliance with the Orion Platform. You will need to do this step even if your appliance was already integrated with the Orion Platform before the upgrade.

    In the Orion Web Console, navigate to Settings > All Settings > under Virtualization Settings > Run Synchronization Wizard. After you have completed the steps in the Synchronization Wizard, your VMAN installation and appliance is completely upgraded to the newest version.

 

 

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