Migrating Windows vCenter Server to VCSA 6.5

This post gives a walkthrough on migrating from a Windows based vCenter Server (VCS) to the Photon OS based vCenter Server Appliance (VCSA). This guide is specific to migrating and upgrading from vCenter Server 5.5 or 6.0 to VCSA 6.5. If you are looking to migrate from vCenter Server 5.5 to VCSA 6.0 then see Migrating Windows vCenter Server to VCSA 6.0, or to deploy a new VCSA review the vCenter Server Appliance 6.5 Install Guide.

About VCSA

The VCSA is a pre-configured virtual appliance; as of v6.5 the operating environment is built on Project Photon OS 1.0. Since the OS has been developed by VMware it benefits from enhanced performance and boot times over the previous Linux based appliance. Furthermore the embedded Postgre database means VMware have full control of the software stack, resulting in significant optimisation for vSphere environments and quicker release of security patches and bug fixes. The VCSA scales up to 2000 hosts and 35,000 virtual machines.

In vSphere 6.0 the VCSA reached feature parity with its Windows counterpart, 6.5 begins to pave the way for VCSA to become the preferred deployment method for vCenter Server. One key addition is the inclusion of Update Manager bundled into the VCSA, as well as vCenter High Availability, Backup and Restore, and other features. The appliance also saves operating system license costs and is quicker and easier to deploy and patch.

Migrating to VCSA involves the deployment of a new appliance and migration of all configuration (including distributed switches) and historical data using the upgrade installer. The VCSA uses a temporary IP address during migration before switching to the IP and host name of the VCS, the Windows box is then powered off. Last year there was a fling for migrating to VCSA which had limited capability and support. If you have used or read about the fling then re-review any limitations as a lot of this has been lifted now that VMware have released the migration tool as an official product. Furthermore in vSphere 6.5 the migration tool is not built into the single installation package alongside install, upgrade, and restore.

vcs

Software Considerations

  • The Windows VCS must be v5.5 or v6.0 (any build / patch) to migrate to VCSA 6.5. If the VCS is v5.0 or 5.1 upgrade to 5.5 first and then migrate. Both physical and virtual vCenter Server installations are compatible.
  • Any database, internal or external, supported by VCS 5.5 can be migrated to the embedded Postgre database within the target VCSA.
  • The ESXi host where VCSA will be deployed must be v5.5 or above, as must all other hosts in the vCenter.
  • The Windows server is powered off once the VCSA is brought online, this means any other components, VMware or third party, need to be migrated off the Windows server in advance or they will no longer work (don’t forget to move and update any scripts that may live on the Windows server).
  • If you are using Update Manager the VCSA now includes an embedded Update Manager instance from v6.5.
  • You must check compatibility of any third party products and plugins that might be used for backups, anti-virus, monitoring, etc. as these may also need upgrading for use with vSphere 6.5.
  • For other VMware products check the Product Interoperability Matrix.

Hardware Considerations

  • The VCSA with embedded PSC requires the following hardware resources (disk can be thin provisioned)
    • Tiny (up to 10 hosts, 100 VMs) – 2 CPUs, 10 GB RAM.
    • Small (up to 100 hosts, 1000 VMs) – 4 CPUs, 16 GB RAM.
    • Medium (up to 400 hosts, 4000 VMs) – 8 CPUs, 24 GB RAM.
    • Large (up to 1000 hosts, 10,000 VMs) – 16 CPUs, 32 GB RAM.
    • X-Large (up to 2000 hosts, 35,000 VMs) – 24 CPUs, 48 GB RAM – new to v6.5.
  • Storage requirements for the smallest environments start at 250 GB and increase depending on your specific database requirements. See the Storage Requirements document for further details.
  • Where the PSC is deployed as a separate appliance this requires 2 CPUs, 4 GB RAM, 60 GB disk.
  • Environments with ESXi host(s) with more than 512 LUNs and 2048 paths should be sized large or x-large.
  • To help with selecting the appropriate storage size for the appliance calculate the size of your existing VCS database here.

Architectural Considerations

  • From vSphere 6 onwards the Platform Services Controller (PSC) was introduced to the vSphere architecture. The PSC contains infrastructure services such as Single Sign On, Certificate Authority, licensing, etc. The PSC is deployed internally with vCenter Server or as an external component.
  • You can read more about the PSC in this kb.
  • When implementing a new vSphere 6.5 environment you should plan your topology in accordance with the VMware vCenter Server and PSC Deployment Types. Larger environments may require an external PSC.
  • The migration tool supports different deployment topologies but does not, and can not, make changes to the topology and SSO domain configuration.
  • If SSO was installed on the same machine as vCenter Server then services are migrated to vCenter Server Appliance 6.5 with embedded Platform Services Controller.
  • If SSO was installed on a different machine from vCenter Server then the Windows VCS server will be migrated to the vCenter Server Appliance 6.5 with external Platform Services Contoller, and the Windows SSO server will be migrated to the Platform Services Controller 6.5 Appliance.
  • In this post we will be migrating a Windows vCenter using the embedded deployment model.

embedded

Other Considerations

  • Variables such as FQDN resolution, database permissions and access to the licensing portal should all be in place since we are upgrading an existing vCenter solution.
  • All vSphere components should be configured to use an NTP server. The installation can fail or the vCenter Server Appliance vpxd service may not be able to start if the clocks are unsynchronized.
  • The ESXi host on which you deploy the VCSA should not be in lockdown or maintenance mode.
  • You will need the SSO administrator login details and if the Windows VCS service runs as a service account then the account must have replace a process level token permission.
  • Local Windows users that have vSphere permissions are not migrated since they are specific to the Windows server, all SSO users and permissions are migrated.
  • If there are any firewalls between vSphere components then review the list of required ports here., e.g. data migration from the VCS to the VCSA uses SSH so port 22 must be open.
  • The upgrade can be easily rolled back by following this KB.
  • Migration of vCenter using DHCP, or services with custom ports, is not supported. The settings of only one physical network adapter are migrated.
  • Downtime varies depending on the amount of data you are migrating, but can be calculated using this KB.
  • Ensure you have a good backup of the vCenter Server and the database.
  • Official resources – vSphere 6.5 Documentation Centre, vSphere 6.5 Release Notes. Update – there is now a vCenter Server Appliance migration VMware blog here and walkthrough here.
  • Read the Important information before upgrading to vSphere 6.5 KB.

Process

Before we begin if your existing Windows vCenter is virtual it may be beneficial to rename the vCenter virtual machine name in the vSphere inventory to include -old or equivalent. While the hostname and IP are migrated the vSphere inventory name of the VM cannot be a duplicate. The old server is powered down but not deleted so that we have a back out.

Download the VMware vCenter Server Appliance 6.5 ISO from VMware downloads. Unlike the Windows vCenter installer, which hasn’t changed much in v6.5; the VCSA installer has had a complete overhaul. You’ll notice straight away that the GUI is much cleaner, and multiple deployment options (install, upgrade, migrate, restore) are now bundled into one installer.

Mount the ISO on your computer. The VCSA 6.5 installer is compatible with Mac, Linux, and Windows. Copy the migration-assistant folder to the Windows vCenter Server (and SSO server if separate). If SSO is running on a different Windows server then you must run the Migration Assistant on the SSO server first and migrate following the instructions below, then complete the same process on the Windows vCenter Server.

Start the VMware-Migration-Assistant and enter the SSO Administrator credentials to start running pre-checks.

migration1

If all checks complete successfully the Migration Assistant will finish at ‘waiting for migration to start’.

On a different machine from your Windows vCenter and SSO server(s) open the vcsa-ui-installer folder file located on the root of the ISO. Browse to the corresponding directory for your operating system, e.g. \vcsa-ui-installer\win32. Right click Installer and select Run as administrator. The vCenter Server Appliance Installer will open, click Migrate.

migrate1

The migration is split into 2 stages; stage 1 deploys the new appliance with temporary network settings, there is no outage to the Windows vCenter. Stage 2 migrates data and network settings over to the new appliance and shuts down the Windows server. We begin with deploying the appliance. Click Next.

migrate2

Accept the license terms and click Next.

migrate3

Enter the details of the vCenter Server to migrate, then click Next.

migrate4

Enter the FQDN or IP address of the host, or vCenter upon which you wish to deploy the new VCSA. Enter the credentials of an administrative or root user and click Next. The installer will validate access, if prompted with an untrusted SSL certificate message click Yes to continue. Tip – connect to the vCenter for visibility of any networks using a distributed switch, connecting to the host direct will only pull back networks using a standard switch.

migrate5

Enter the virtual appliance name, this is the name that appears in the vSphere inventory as mentioned earlier. The host name of the vCenter Server will automatically be migrated. Click Next.

migrate6

Select the appropriate deployment size for your environment and click Next.

migrate7

Select the datastore to locate the virtual appliance and click Next. Configure the temporary network settings for the appliance. These will only be used during migration of the data, once complete the temporary settings are discarded and the VCSA assumes the identity, including IP settings, of the Windows vCenter Server. Click Next.

migrate8

Review the settings on the summary page and click Finish. The VCSA will now be deployed.

migrate9

Once complete click Continue to being the second stage of the migration.

migrate7

Click Next to begin the migration wizard.

migrate10

The source vCenter details are imported from stage 1.

migrate11

Select the data to migrate and click Next.

migrate12

Select whether or not to join the VMware Customer Experience Improvement Program and click Next.

migrate13

Review the summary page and click Finish. Data will now be migrated to the VCSA, once complete the Windows vCenter Server will be powered off and the network settings transferred to the VCSA. If you urgently need to power back on the Windows server to retrieve files or such like, then do so with the vNICs disconnected, otherwise you will cause an IP/host name conflict on the network.

Post-Installation

Connect to the vCenter post install using the IP or FQDN of the vCenter. Access vSphere by clicking either the vSphere Web Client (Flash) or the vSphere Client (HTML5). Connect to the vSphere Web Client to manage your system, the thick client (Windows) is no longer supported.

vsphereweb

Log in to the vSphere Web Client using the SSO administrator login. Verify the installed version is correct under the Summary tab when selecting the vCenter, you can also go to Help > About.

vsphereclient

You must apply a new vCenter license key within 60 days. From the Hosts and Clusters view select the vCenter Server. Click Actions and Assign License. Select a license or use the green plus button to add a new license and click Ok.

client

You can obtain a 60 day trial license for vCenter Server here. If you have purchased vCenter Server then log into your licensing portal here. If the license key does not appear then check with your VMware account manager.

35 comments

  1. At “Stage 1: Deploy vCenter server with an Embedded Platform Services Controller” the migration tool asks for an IP address of a server to install the appliance on. Does this mean I have to build a new VM ahead of time for the appliance? Are there any recommendations for this server?

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  2. If you are migrating from Windows to VCSA you will be asked for the source server (the Windows server) and the target server (ESXi host or vCenter Server) to deploy the appliance to. The appliance is deployed to the target server by the setup wizard, you do not manually create a VM or appliance.

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    1. Thanks for the reply. I saw one video that used the IP of the vCenter 5.5 server for the appliance so the source and target were the same. Can it work that way?

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      1. Good question – no the vCenter Server cannot be the same source and target, I should have specified that in the post. If you have a self managed vCenter Server you must enter an ESXi host as a deployment target, because there is down time of the vCenter during migration.

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      2. Doesn’t the appliance need its own IP address? Or is that addressed later in the configuration.

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      3. The appliance is given a temporary IP address while data is migrated, this is configured on a step further along in the installer. Once migration of the data is complete the Windows vCenter is shut down and the appliance is given the existing vCenter IP address previously used by the Windows box – this part is done automatically.

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  3. raj vinay · · Reply

    Planning to migrate our windows vCenter 5.5 to vCenter 6.0 appliance, We have different SSO server and vCenter, can we migrate these SSO and vCenter Server to single VM appliance

    Like

    1. No the migration tool cannot change the deployment model, the Windows vCenter will be migrated to the vCenter Server Appliance and the SSO server will be migrated to the Platform Services Controller appliance.

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      1. Hi, is it possible to migrate to an external PSC after a migration to a single appliance with an embedded PSC?

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      2. Is it possible to migrate to an external PSC after the migration to a single appliance or would you need to deploy a fresh vcenter install?

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  4. raj vinay · · Reply

    IF yes please provide me the steps, if not need to install those on two different appliance?

    Like

  5. Sriharsha · · Reply

    Stage 2 pre-upgrade failed with below error
    ” The vCenter Server Appliance FQDN does not match the configuration of the vcenter server and the vcenter Single Sign on certificates. ANy idea how to resolve??

    Like

    1. i had the same problem… … make sure your DNS for vcenter is in lower case
      you also need to modify the DNS name on vcenter as well using the vi edit command
      this config file will name has to be in lower case

      unfortunately i do not remember the file location…

      Like

  6. FredaBen · · Reply

    Hi, if I do migration to vcsa, will moref id of vm’s will stay the same? All Veeam backups will keep working?

    Like

    1. Hi, to be honest I’m not sure on the moref ID, I would have thought so, all database and config is migrated across. Check with VMware if it’s a requirement for you. No issues with Veeam providing your version is compatible with the vSphere version you’re moving to (you need Veeam 9.5 for vSphere 6.5).

      Like

  7. FredaBen · · Reply

    You even need Veeam 9.5 Update 1 for vSphere 6.5. Thanks for your answer anyway!

    Liked by 1 person

  8. Hi, does the migration tool also migrate roles / permissions that are set on folders and VMs…?

    When I tried to migrate our w2k8 vcenter to a newly installed w2k12 system a while back, I had to learn the hard way, that roles and permissions are NOT saved in the db anymore, but on the PSC and there is no backup / restore function.
    The advised method from VMware was to shut down the old vcenter, but leave the PSC up. Then install vcenter on the new system incl. PSC and attach db again. Then let the two PSC synchronize and shutdown the original PSC afterwards. Didn’t do it… sounded too adventurous to me 🙂
    So I reverted to the w2k8 vcenter and decided to wait for a usable migration tool… since in the long run, I wanted to move ahead to VCSA anyway.

    Like

    1. Yes permissions are migrated. The PSC, including data, is migrated to the PSC appliance, the vCenter, including data, is migrated to the vCenter appliance.

      Like

  9. D Bridwell · · Reply

    Before we begin if your existing Windows vCenter is virtual it may be beneficial to “rename the inventory” name in vSphere to include -old or equivalent. While the hostname and IP are migrated the vSphere inventory name cannot be a duplicate. The old server is powered down but not deleted so that we have a back out.

    “rename the inventory”

    Is there a guide for this? I don’t see Vsphere inventory anywhere in the Vshpere web interface, can anyone shed some light for this dim soul?

    Like

    1. The inventory name of the virtual machine in vSphere, right click and select rename. You cannot have 2 virtual machines with the same name.

      Like

      1. D Bridwell · ·

        So, I need to rename the VCenter VM? Not an entire inventory buried in the bowels of VCenter?

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      2. Correct, I’ll update to make it clearer.

        Like

      3. D Bridwell · ·

        Thanks for pointing me in the right direction! I’m looking forward to the upgrade and losing the web client ;-}

        Like

  10. nice work, i have some questions as well since VMware is not being of help

    Like

  11. superspango · · Reply

    My Current Windows vcenter server has both SRM and vRO installed. Will these get migrated and installed on the new appliance? I am concerned that when the old windows vCenter is shut down these will no longer be available for migration if they are not moved as part of this process.

    Like

    1. No they will not be migrated, your concerns are correct if you run the migration wizard then SRM and vRO will both be unavailable when the windows server is shutdown. You need to install these services elsewhere, or consider deploying a new VCSA instead and adding everything back in (you’ll lose historical performance data), depending on the size of your environment.

      Like

  12. Christian · · Reply

    Hi,

    as VUM is now part of the vCSA, I guess the migration assistant also has to be launched on the VUM Server if it is separate from vCS?

    Like

    1. Yeah correct if VUM is running on a different server then the migration assistant should be run from there too.

      Like

  13. Michael · · Reply

    Hi,

    My environment has a vDistributed Switch.
    After the migration, does the new vCenter server upgrade any agents on the hosts?

    I’m concerned that I might lose VM network connectivity when the new vCenter server imports the hosts due to the vDS. Is this an entirely online process?

    Also, I understand that vCenter server has downtime but is there any downtime for the other VM’s running on the hosts in the environment? As I understand, everything else remains online.

    Like

    1. The dvs configuration will be migrated, there is no down time to the hosts or the virtual machines.

      Like

  14. Rajkumar M · · Reply

    currently, i am using Vsphere 5,5, top of that i added 2 VM ….. now i need to upgrade Vsphere to 6.5, without data loss…please help me to upgrade and let me know how much server downtime required.

    Like

  15. iLikeIT · · Reply

    I have vCenter 6.5 on windows. Is their a way to migrate 6.5 vCenter on windows to VCSA 6.5? The migration tool says it is not supported?

    Like

  16. […] Migrating Windows vCenter Server to VCSA 6.5 […]

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