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EN-002389-02

Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

You can find the most up-to-date technical documentation on the VMware Web site at:
http://www.vmware.com/support/
The VMware Web site also provides the latest product updates.
If you have comments about this documentation, submit your feedback to:
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Copyright © 2008–2017 VMware, Inc. All rights reserved. Copyright and trademark information.

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Contents

Updated Information 5

1 vRealize Automation 6.2.4 or 6.2.5 Prerequisites, Considerations, and Process 7
Prerequisites for Upgrading from vRealize Automation 6.2.4 or 6.2.5 7
Considerations About Upgrading to This vRealize Automation Version 9
Upgrade and Identity Appliance Specifications 9
Upgrade and Licensing 9
Understanding How Roles Are Upgraded 9
Understanding How Blueprints Are Upgraded 10
Upgrade and vApp Blueprints, vCloud Endpoints, and vCloud Reservations 10
Understanding How Multi-Machine Blueprints Are Upgraded 11
Upgrade and Physical Endpoints, Reservations, and Blueprints 12
Upgrade and Network Profile Settings 12
Upgrade and Entitled Actions 12
Upgrade and Custom Properties 12
Upgrade and Application Services 13
Upgrade and Advanced Service Design 13
Upgrade and Blueprint Cost Information 13
Checklist for Upgrading vRealize Automation 6.2.4 or 6.2.5 13

2 Preparing to Upgrade vRealize Automation 6.2.4 or 6.2.5 17

Backup Prerequisites for Upgrading vRealize Automation 6.2.4 or 6.2.5 17
Back Up Your Existing vRealize Automation 6.2.4 or 6.2.5 Environment 18
Increase vCenter Server Hardware Resources for vRealize Automation 6.2.4 or 6.2.5 19
Power On the Entire System 20
Shut Down vCloud Automation Center Services on Your IaaS Windows Server 21
Downloading vRealize Automation Appliance Updates 22
Download vRealize Automation Appliance Updates from a VMware Repository 22
Download Virtual Appliance Updates for Use with a CD-ROM Drive 23

3 Updating the vRealize Automation 6.2.4 or 6.2.5 Appliance 25

Install the Update on the vRealize Automation 6.2.4 or 6.2.5 Appliance 25
Update Your Single Sign-On Password for VMware Identity Manager 27
Update the License Key 28
Migrate Identity Stores to the VMware Identity Manager 28
Create a Local User Account for Your Tenants 29
Synchronize Users and Groups for an Active Directory Link 30
Migrate Multiple Tenant and IaaS Administrators 31
Install the Update on Additional vRealize Automation 6.2.4 or 6.2.5 Appliances

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4 Upgrading the IaaS Server Components After Upgrading vRealize Automation
6.x to 7.2

35

Upgrade IaaS Components Using the Upgrade Shell Script After Upgrading vRealize Automation
6.x to 7.2 35
Upgrading IaaS Components Using the IaaS MSI Package After Upgrading vRealize Automation
6.x to 7.2 37
Download the IaaS Installer to Upgrade IaaS Components After Upgrading
vRealize Automation 6.x to 7.2 38
Upgrade the IaaS Components After Upgrading vRealize Automation 6.x to 7.2 38

5 Updating vRealize Orchestrator After Upgrading from vRealize Automation
6.x to 7.2

43

Migrating an External vRealize Orchestrator Server to vRealize Automation 7.2 43
Upgrade Stand-Alone vRealize Orchestrator After Upgrading vRealize Automation 6.x to 7.2 43
Upgrade External vRealize Orchestrator Appliance Cluster After Upgrading vRealize Automation
6.x to 7.2 44

6 Add Users or Groups to an Active Directory Connection 47
7 Enable Your Load Balancers 49
8 Post-Upgrade Tasks for Upgrading vRealize Automation 6.2.4 or 6.2.5 51
Port Configuration for High-Availability Deployments 51
Enabling the Connect to Remote Console Action for Consumers 51
Restore External Workflow Timeout Files 51
Verify That vRealize Orchestrator Service Is Available 52
Restore Embedded vRealize Orchestrator Endpoint 52
Restore Changes to Logging in the app.config File 53

9 Troubleshooting the vRealize Automation 6.2.4 or 6.2.5 Upgrade 55

Migration of Identity Store Fails Because the Active Directory is not Synchronized 55
Migration of Identity Store Fails Because of Incorrect Credentials 56
Migration of Identity Store Fails With a Timeout Error Message 57
Installation or Upgrade Fails with a Load Balancer Timeout Error 58
Upgrade Fails for IaaS Website Component 58
Manager Service Fails to Run Due to SSL Validation Errors During Runtime 60
Log In Fails After Upgrade 60
Catalog Items Appear in the Service Catalog But Are Not Available to Request 60
User Migration Batch Files Are Ineffective 61
PostgreSQL External Database Merge Is Unsuccessful 62
Join Cluster Command Appears to Fail After Upgrading a High-Availability Environment 62
Upgrade Is Unsuccessful if Root Partition Does Not Provide Sufficient Free Space 63
Backup Copies of .xml Files Cause the System to Time Out 64
Delete Orphaned Nodes on vRealize Automation 64
Upgrade Fails to Upgrade the Management Agent or Certificate Not Installed on a IaaS Node 64
Unable to Create New Directory in vRealize Automation 65

Index

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Updated Information

This Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2 guide is updated with each release of the product
or when necessary.
This table provides the update history of the Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2 guide .
Revision

Description

EN-002389-02

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n
n
n
n
n

n
n
n
n
n
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EN-002389-01

n
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EN-002389-00

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Revised Preparing to Upgrade vRealize Automation 6.2.4 or 6.2.5.
Revised Install the Update on the vRealize Automation 6.2.4 or 6.2.5 Appliance to include reference
to topic about installing appliance update without upgrading IaaS components.
Revised Update Your SIngle Sign-On Password for VMware Identity Manager.
Revised Update the License Key.
Revised Install the Update on Additional vRealize Automation 6.2.4 or 6.2.5 Appliances.
Revised Upgrade the IaaS Components Using the Upgrade Shell Script and Upgrade the IaaS
Components Using the vRealize Automation 7.2 IaaS Installer MSI Package to include guidance
about rebooting an IaaS server after the appliance update.
Revised Upgrade External vRealize Orchestrator Appliance Cluster for vRealize Automation .
Revised Restore External Workflow Timeout Files.
Added Exclude Management Agents from Upgrade.
Revised Upgrade Fails for Website Component During IaaS Upgrade.
Added Updating vRealize Orchestrator for Use with vRealize Automation 7.2
Added Migrating an External vRealize Orchestrator Server to vRealize Automation.
Revised “Increase vCenter Server Hardware Resources for vRealize Automation 6.2.4 or 6.2.5,” on
page 19.
Revised Upgrade the IaaS Components Using the Upgrade Shell Script .
Revised “Upgrade Fails to Upgrade the Management Agent or Certificate Not Installed on a IaaS
Node,” on page 64.

Initial release.

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vRealize Automation 6.2.4 or 6.2.5
Prerequisites, Considerations, and
Process

1

You can perform an in-place upgrade of your current VMware vRealize ™ Automation 6.2.4 or 6.2.5
environment to the latest version. You use several upgrade procedures specific to this version to upgrade
your environment.
An in-place upgrade is a multi-stage process in which you perform procedures in a particular order on the
various components in your current environment. You must upgrade all product components to the same
version.
New vRealize Automation features introduce several enhancements along with the ability to upgrade or
migrate to the new version. For recommendations and guidance before you begin the upgrade process, visit
the vRealize Automation Upgrade Assistance Program web page at
http://www.vmware.com/products/vrealize-automation/upgrade-center before you begin the upgrade
process.
Beginning with vRealize Automation 7.2, JFrog Artifactory Pro is no lunger bundled with the
vRealize Automation appliance. If you upgrade from an earlier version of vRealize Automation, the
upgrade process removes JFrog Artifactory Pro. For more information, see Knowledge Base 2147237.
Note If you have customized your current vRealize Automation 6.2.4 or 6.2.5 deployment, contact your
CCE support staff for additional information about upgrade considerations.
This chapter includes the following topics:
n

“Prerequisites for Upgrading from vRealize Automation 6.2.4 or 6.2.5,” on page 7

n

“Considerations About Upgrading to This vRealize Automation Version,” on page 9

n

“Checklist for Upgrading vRealize Automation 6.2.4 or 6.2.5,” on page 13

Prerequisites for Upgrading from vRealize Automation 6.2.4 or 6.2.5
Before you upgrade, review the following prerequisites.

System Configuration Requirements
Verify the following system requirements are met before you begin an upgrade.
n

Verify that all appliances and servers that are part of your deployment meet the system requirements
for the latest version. See the vRealize Automation Support Matrix at
https://www.vmware.com/support/pubs/vcac-pubs.html.

n

Consult the VMware Product Interoperability Matrix on the VMware Web site for information about
compatibility with other VMware products.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

n

Verify that the vRealize Automation you are upgrading from is in stable working condition. Correct any
problems before upgrading.

n

If you are upgrading from vRealize Automation 6.2.x, record the vCloud Suite license key you used for
your current vRealize Automation environment. Upon upgrade, existing license keys are removed from
the database. You do not need to record the license if you are upgrading from vRealize Automation 7.x.

Hardware Configuration Requirements
Verify the following system requirements are met before you begin an upgrade.
n

You must configure your current hardware before you download the upgrade. See “Increase vCenter
Server Hardware Resources for vRealize Automation 6.2.4 or 6.2.5,” on page 19.

n

You must have at least 18 GB RAM, 4 CPUs, Disk1 = 50 GB, Disk3=25 GB, and Disk4=50 GB before you
run the upgrade.
If the virtual machine is on vCloud Networking and Security, you might need to allocate more RAM
space.
®

Although general support for VMware vCloud Networking and Security ™ 5.5.x (vCNS) ended in
September 2016, the VCNS custom properties continue to be valid for VMware NSX ™ purposes. See
the VMware Knowledge Base article End of Availability and End of General Support for VMware vCloud
Networking and Security 5.5.x (2144733) at http://kb.vmware.com/kb/2144733 for more information.
n

Your primary IaaS Web site, Microsoft SQL database, and Model Manager node must have the
Microsoft .NET Framework 4.5.2 version and at least 5 GB of free disk space.

n

Your primary IaaS Web site, Microsoft SQL database, and Model Manager node must have JAVA SE
Runtime Environment 8, 64bits, update 91 or higher installed. After you install Java, you must set the
environment variable, JAVA_HOME, to the new version on each server node.

n

You must have at least 5.3 GB of free disk space on the root partition of each vRealize Automation
appliance to download and run the upgrade.

n

Check the /storage/log subfolder and remove any older archived ZIP files to clean up space.

General Prerequisites
Verify the following system requirements are met before you begin an upgrade.

8

n

You have access to an Active Directory account with a username@domain format and permissions to
bind to the directory.

n

You have access to an account with a SAMaccountName format and sufficient privileges to join the
system to the domain by creating a computer object dynamically or to merge into a pre-created object.

n

You have access to all databases and all load balancers impacted by or participating in the
vRealize Automation upgrade.

n

You make the system unavailable to users while you perform the upgrade.

n

You disable any applications that query vRealize Automation.

n

Verify that Microsoft Distributed Transaction Coordinator (MSDTC) is enabled on all
vRealize Automation and associated SQL servers. For instructions, see the VMware Knowledge Base
article Various tasks fail after upgrading or migrating to VMware vCloud Automation Center (vCAC) 6.1.x
(2089503) at http://kb.vmware.com/kb/2089503.

n

If your site uses an external vRealize Orchestrator appliance, and your deployment uses an external
vRealize Orchestrator appliance that is connected to the Identity Appliance, upgrade
vRealize Orchestrator before you upgrade vRealize Automation.

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n

If you are upgrading a distributed environment configured with an embedded PostgreSQL database,
examine the files in the pgdata directory on the master host before you upgrade the replica hosts.
Navigate to the PostgreSQL data folder on the master host at /var/vmware/vpostgres/current/pgdata/.
Close any opened files in the pgdata directory and remove any files with a .swp suffix. Verify that all
files in this directory have correct ownership: postgres:users.

n

If you installed a Common Components Catalog component, you must uninstall it before you upgrade.
For information about how to uninstall, install, and upgrade Common Components Catalog
components, see the Common Components Catalog Installation Guide.

Considerations About Upgrading to This vRealize Automation Version
vRealize Automation 7 introduced various functional changes during and after the upgrade process that
you must consider before you upgrade your vRealize Automation deployment to the new version.
Note New vRealize Automation features introduce several enhancements along with the ability to
upgrade or migrate to the new version. For recommendations and guidance before you begin the upgrade
process, visit the vRealize Automation Upgrade Assistance Program web page at
http://www.vmware.com/products/vrealize-automation/upgrade-center before you begin the upgrade
process.
Review the considerations in the subtopics before you upgrade.

Upgrade and Identity Appliance Specifications
You configure identity appliance upgrade information in response to prompts that are generated by the
vRealize Automation upgrade executable.
The target deployment uses the VMware Identity Manager.

Upgrade and Licensing
During the upgrade, your existing vRealize Automation 6.x licenses, and any vCloud Suite 6.x licenses that
you have, are removed. You must reenter your licenses in the vRealize Automation 7 vRealize Automation
appliance.
You now use vRealize Automation licensing for virtual appliances and IaaS by entering license key
information in the vRealize Automation appliance. Licensing information is no longer available in the IaaS
user interface and IaaS no longer performs licensing checks. Endpoints and quotas are enforced through the
end-user license agreements (EULAs).
Note Write down your vCloud Suite 6.x license key if you used it for vRealize Automation 6.2.x before the
upgrade. Upon upgrade, existing license keys are removed from the database.
For more information about re-entering your license information during or after upgrade, see “Update the
License Key,” on page 28 .

Understanding How Roles Are Upgraded
When you upgrade vRealize Automation, your organization's existing role assignments are maintained. The
upgrade also creates some role assignments to support additional blueprint architect roles.
The following architect roles are used to support the blueprint definition in the design canvas:
n

Application architect. Assembles existing components and blueprints to create composite blueprints.

n

Infrastructure architect. Creates and manages machine blueprints.

n

XaaS architect. Creates and manages XaaS blueprints.

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n

Software architect. Creates and manages Software components.

In vRealize Automation 7, tenant administrators and business group managers cannot design blueprints by
default. Upgraded tenant administrators and business group managers are given the infrastructure architect
role.
All users with the ability to reconfigure a machine in the vRealize Automation 6.2 source version are
authorized to change machine ownership after upgrading to this vRealize Automation version.
The following role assignments are made during the upgrade. Roles that are not listed in the table are
upgraded to the same role name in the target deployment.
Table 1‑1. Roles Assigned During Upgrade
Role in Source Deployment

Role in Target Deployment

Tenant administrator

Tenant administrator and Infrastructure architect

Business group manager

Business group manager and Infrastructure architect

Service architect

XaaS architect

Application architect

Software architect

For more information about tenant roles, see Foundations and Concepts.

Understanding How Blueprints Are Upgraded
As a rule, published blueprints are upgraded as published blueprints.
However, there are exceptions to that rule. Multi-machine blueprints are upgraded as composite blueprints
that contain blueprint components. Multi-machine blueprints that contain unsupported settings are
upgraded as unpublished.
For related information see “Upgrade and vApp Blueprints, vCloud Endpoints, and vCloud Reservations,”
on page 10 and “Understanding How Multi-Machine Blueprints Are Upgraded,” on page 11.

Upgrade and vApp Blueprints, vCloud Endpoints, and vCloud Reservations
You cannot upgrade a deployment that contains vApp (vCloud) endpoints. The presence of endpoints of
type vApp (vCloud) prevent upgrade to vRealize Automation 7.2.
When upgrade encounters a vApp (vCloud) endpoint in the source deployment, upgrade fails on the master
virtual appliance and reports a message in the user interface and log. You can determine if your source
deployment contains vApp (vCloud) endpoint by logging in to vRealize Automation with Iaas
Administrator privileges, selecting Infrastructure > Endponts and noting the platform type value in the
Endpoints list. If the list contains endpoints of platform type vApp (vCloud), upgrade to 7.2 is not
supported.
Managed vApps for vCloud Air or vCloud Director resources are not supported in the target
vRealize Automation deployment.
Note A known issue exists where the following deprecated approval policy types appear in the list of
available approval policy types after upgrade is finished. These policy types are unusable.
n

Service Catalog - Catalog Item Request - vApp

n

Service Catalog - Catalog Item Request - vApp Component

You can create vCloud Air and vCloud Director endpoints and reservations in the target deployment. You
can also create blueprints that contain vCloud Air or vCloud Director machine components.

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Chapter 1 vRealize Automation 6.2.4 or 6.2.5 Prerequisites, Considerations, and Process

Understanding How Multi-Machine Blueprints Are Upgraded
You can upgrade managed service, multi-machine blueprints from a supported vRealize Automation 6.2.x
version deployment.
When you upgrade a multi-machine blueprint, component blueprints are upgraded as separate singlemachine blueprints. The multi-machine blueprint is upgraded as a composite blueprint in which its
previous children blueprints are nested as separate blueprint components.
The upgrade creates a single composite blueprint in the target deployment that contains one machine
component for each component blueprint in the source multi-machine blueprint. If the multi-machine
blueprint contains a setting that is not supported in the target vRealize Automation deployment, the
blueprint is upgraded but its status is changed to draft in the target deployment. For example, if the multimachine blueprint contains a private network profile, the private network profile setting is ignored during
upgrade and the blueprint is upgraded in a draft state. You can edit the draft blueprint to specify different
network profile information and publish it.
Note If a published blueprint in the source deployment is upgraded to a draft status blueprint, the
blueprint is no longer part of a service or entitlement. After you update and publish the blueprint in
vRealize Automation 7.2, you must recreate its needed approval policies and entitlements.
Some multi-machine blueprint settings are not supported in the target vRealize Automation deployment,
including private network profiles and routed network profiles with associated PLR edge settings. Note that
if you have used a custom property to specify PLR edge settings (VCNS.LoadBalancerEdgePool.Names ),
the custom property is upgraded.
If the multi-machine blueprint uses vSphere endpoints and NSX network and security settings, the
upgraded composite blueprint also contains NSX network and security components in the design canvas.
Note Routed gateway specifications for multi-machine blueprints, as defined in reservations, are
upgraded. However, the target vRealize Automation deployment does not support reservations for routed
profiles that contain associated PLR edge settings. If the source reservation contains a routed gateway value
for a PLR edge, the reservation is upgraded but the routed gateway setting is ignored. As a result, the
upgrade generates an error message in the log file and the reservation is disabled.
During upgrade, spaces and special characters are removed from referenced network and security
component names.
Depending on the setting type, the network and security information is captured as several settings in the
new blueprint.
n

Settings for the overall blueprint on its properties page. This information includes app isolation,
transport zone, and routed gateway or NSX edge reservation policy information.

n

Available settings for vSphere machine components in NSX network and security components in the
design canvas.

n

Settings in the network and security tabs of individual vSphere machine components in the design
canvas.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

Upgrade and Physical Endpoints, Reservations, and Blueprints
You cannot upgrade a deployment that contains physical endpoints. The presence of endpoints of type
physical prevents the vRealize Automation upgrade process from completing.
When upgrade encounters a physical endpoint in the source deployment, upgrade fails on the master
virtual appliance and reports a message in the user interface and log. You can determine if your source
deployment contains physical endpoints by logging in to vRealize Automation with Iaas Administrator
privileges, selecting Infrastructure > Endponts and noting the platform type value in the endpoints list. If
the list contains endpoints of Platform Type Physical, upgrade is not supported.
Physical endpoints, reservations, and machine components in blueprints are not supported in the target
vRealize Automation deployment.

Upgrade and Network Profile Settings
Private network profiles are not supported in the target deployment and are ignored during the upgrade.
Routed network profiles with associated PLR edge settings are also not supported in the target deployment
and are also ignored during the upgrade.
The private network profile type is not supported in the target vRealize Automation deployment. When the
vRealize Automation upgrade executable encounters a private network profile in the source deployment, it
ignores the network profile. Load balancers that reference those private networks are also ignored during
upgrade. The same upgrade conditions are true for a routed network profile with associated PLR edge
settings. Neither network profile configuration is upgraded.
If a reservation contains a private network profile, the private network profile setting is ignored during
upgrade and the reservation is upgraded as disabled in the target deployment.
If a reservation contains a routed network profile with associated PLR edge settings, the routed network
profile specification is ignored during upgrade and the reservation is upgraded as disabled in the target
deployment.
For information about upgrading a multi-machine blueprint that contains network settings, see
“Understanding How Multi-Machine Blueprints Are Upgraded,” on page 11.

Upgrade and Entitled Actions
You cannot upgrade machine actions.
The actions that you are entitled to perform on provisioned machines, based on blueprint specifications, are
not upgraded. To recreate allowed machine actions, customize the entitlements for blueprints to enable only
certain actions.
For related information, see Configuring vRealize Automation.

Upgrade and Custom Properties
All the custom properties that vRealize Automation supplies are available in the upgraded deployment.
Custom properties and property groups are upgraded.

Terminology and Related Changes
All the build profiles that you created in the source deployment are upgraded as property groups. The term
build profile has been retired.
The term property set has been retired and CSV property set files are no longer available.

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Chapter 1 vRealize Automation 6.2.4 or 6.2.5 Prerequisites, Considerations, and Process

Case-sensitivity in Custom Property Names
Prior to vRealize Automation 7.0, custom property names were case-insensitive. In vRealize Automation 7.0
and later, custom property names are case-sensitive. During upgrade, custom property names must be an
exact match, including their case, to ensure that property values do not override one another and that they
correctly match property dictionary definitions. For example, a custom property expressed as hostname and
another custom property expressed as HOSTNAME are considered different custom properties by
vRealize Automation 7.0 and later and do not override one another during upgrade.

Reserved Property Names
Several keywords are now reserved and some upgraded properties might be impacted. Some keywords are
used by the blueprint code that can be imported, for example by using vRealize CloudClient blueprint
import functions. These keywords are considered reserved and are not available for properties that are
being upgraded. The keywords include but are not limited to cpu, storage, and memory.

Upgrade and Application Services
Application Services upgrade is not currently supported in the target vRealize Automation deployment.

Upgrade and Advanced Service Design
When you upgrade to the target vRealize Automation deployment, your Advanced Service Design items are
upgraded to XaaS elements.
XaaS components are available for use in the design canvas.

Upgrade and Blueprint Cost Information
As of 7.0, vRealize Automation cost profiles are no longer supported and are not migrated into the target
deployment during upgrade. However, you can leverage the enhanced integration with vRealize Business to
manage your vRealize Automation resource costs.
vRealize Business is now tightly integrated with vRealize Automation and supports the following enhanced
costing features.
n

Unified location in vRealize Business to define flexible pricing policies for:
n

Infrastructure resource, machine, and application blueprints

n

All types of endpoints in vRealize Automation

n

Any operational cost, one time cost, and cost on custom properties

n

Role-based showback reports in vRealize Business

n

Fully leverage new features in vRealize Business

Before you upgrade, you can export your existing cost reports from your source vRealize Automation
instance for reference. After you complete your upgrade, you can install and configure vRealize Business to
handle costing.

Checklist for Upgrading vRealize Automation 6.2.4 or 6.2.5
When you perform an upgrade, you update all vRealize Automation components in a specific order.
The order of upgrade varies depending on whether you are upgrading a minimal environment or a
distributed environment with multiple vRealize Automation appliances.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

Use the checklists to track your work as you complete the upgrade. Complete the tasks in the order they are
given.
You must upgrade components in the prescribed order and upgrade all components. Using a different
order can result in unexpected behavior after the upgrade or failure of the upgrade to complete.
Table 1‑2. Checklist for Upgrade of a Minimal vRealize Automation Environment
Task
Backup your current installation. This is a critical step.

Shut down vRealize Automation Windows services on
your Iaas server.
If the Common Components Catalog is installed, you
must uninstall it before you upgrade.
Review the considerations for upgrade so that you
understand what can be upgraded, what cannot be
upgraded, and how upgraded items might behave
differently in the target deployment than in the source.
Not all items, including blueprints, reservations, and
endpoints can be upgraded. The presence of some
unsupported configurations blocks upgrade.
Configure your hardware resources.
Download updates to the vRealize Automation
appliance.
Install the update on the vRealize Automation
appliance.
Update the Single-Sign On utility to the VMware
Identity Manager utility.
Update the license key.
Migrate the Identity Store to the VMware Identity
Manager.

For more information on how to back up and restore your
system, see “Back Up Your Existing vRealize Automation
6.2.4 or 6.2.5 Environment,” on page 18.
For general information, see Configuring Backup and Restore
by Using Symantec Netbackup at
http://www.vmware.com/pdf/vrealize-backup-and-restorenetbackup.pdf
See “Shut Down vCloud Automation Center Services on
Your IaaS Windows Server,” on page 21.
For information about how to uninstall, install, and
upgrade the Common Components Catalog, see the
Common Components Catalog documentation.
See “Considerations About Upgrading to This vRealize
Automation Version,” on page 9.

See “Increase vCenter Server Hardware Resources for
vRealize Automation 6.2.4 or 6.2.5,” on page 19.
See “Downloading vRealize Automation Appliance
Updates,” on page 22.
See “Install the Update on the vRealize Automation 6.2.4 or
6.2.5 Appliance,” on page 25.
See “Update Your Single Sign-On Password for VMware
Identity Manager,” on page 27.
See “Update the License Key,” on page 28.
“Migrate Identity Stores to the VMware Identity Manager,”
on page 28

Upgrade IaaS components.

See Chapter 4, “Upgrading the IaaS Server Components
After Upgrading vRealize Automation6.x to 7.2,” on
page 35.

Upgrade the external vRealize Orchestrator.

See Chapter 5, “Updating vRealize Orchestrator After
Upgrading from vRealize Automation 6.x to 7.2,” on
page 43.

Add users or groups to an Active Directory
connection.

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Instructions

See Chapter 6, “Add Users or Groups to an Active
Directory Connection,” on page 47.

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Chapter 1 vRealize Automation 6.2.4 or 6.2.5 Prerequisites, Considerations, and Process

Table 1‑3. Checklist for Upgrade of a vRealize Automation Distributed Environment
Task

step.

Backup your current installation. This is a critical

Shut down vRealize Automation services on your
Iaas Windows servers.
If the Common Components Catalog is installed, you
must uninstall it before you upgrade.
Configure your hardware resources for the upgrade.
Download updates to the vRealize Automation
appliance.
Install the update on the first vRealize Automation
appliance in your installation. If you have designated an
appliance as a master, upgrade this appliance first.
Update the Single-Sign On utility to the VMware
Identity Manager utility.
Update the license key.
Migrate the Identity Store to the VMware Identity
Manager utility.
Install the update on the rest of your vRealize
Automation appliances.

For more information on how to back up and restore your
system, see “Back Up Your Existing vRealize Automation
6.2.4 or 6.2.5 Environment,” on page 18.
For detailed information, see Configuring Backup and Restore
by Using Symantec Netbackup at
http://www.vmware.com/pdf/vrealize-backup-and-restorenetbackup.pdf
See “Shut Down vCloud Automation Center Services on
Your IaaS Windows Server,” on page 21.
For information about how to uninstall, install, and
upgrade the Common Components Catalog, see the
Common Components Catalog documentation.
See “Increase vCenter Server Hardware Resources for
vRealize Automation 6.2.4 or 6.2.5,” on page 19.
See “Downloading vRealize Automation Appliance
Updates,” on page 22.
See “Install the Update on the vRealize Automation 6.2.4 or
6.2.5 Appliance,” on page 25.

See “Update Your Single Sign-On Password for VMware
Identity Manager,” on page 27.
See “Update the License Key,” on page 28.
“Migrate Identity Stores to the VMware Identity Manager,”
on page 28
“Install the Update on Additional vRealize Automation
6.2.4 or 6.2.5 Appliances,” on page 33

Upgrade IaaS components.

See Chapter 4, “Upgrading the IaaS Server Components
After Upgrading vRealize Automation6.x to 7.2,” on
page 35.

Upgrade the external vRealize Orchestrator.

See Chapter 5, “Updating vRealize Orchestrator After
Upgrading from vRealize Automation 6.x to 7.2,” on
page 43 .

Enable your load balancers.

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Instructions

Chapter 7, “Enable Your Load Balancers,” on page 49

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

16

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Preparing to Upgrade
vRealize Automation 6.2.4 or 6.2.5

2

You must perform various tasks and procedures before you upgrade vRealize Automation.
Perform the tasks in the order they appear in the checklist. See “Checklist for Upgrading vRealize
Automation 6.2.4 or 6.2.5,” on page 13.
This chapter includes the following topics:
n

“Backup Prerequisites for Upgrading vRealize Automation 6.2.4 or 6.2.5,” on page 17

n

“Shut Down vCloud Automation Center Services on Your IaaS Windows Server,” on page 21

n

“Downloading vRealize Automation Appliance Updates,” on page 22

Backup Prerequisites for Upgrading vRealize Automation 6.2.4 or
6.2.5
Complete the backup prerequisites before you begin your upgrade.
Prerequisites
n

Verify that your source installation is fully installed and configured.

n

Log in to your vSphere Client and for each appliance in your source environment, backup all the
vRealize Automation appliance configuration files in the following directories .

n

n

/etc/vcac/

n

/etc/vco/

n

/etc/apache2/

n

/etc/rabbitmq/

Backup the vRealize Automation external workflow configuration (xmldb) files on your system. Store
the backup files in a temporary directory. These files are located
at \VMware\vCA\Server\ExternalWorkflows\xmldb\. You restore the xmldb files on your new system
after migration. See “Restore External Workflow Timeout Files,” on page 51.
For a related issue, see “Backup Copies of .xml Files Cause the System to Time Out,” on page 64.

n

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Backup the vRealize Automation PostgreSQL database on the master vRealize Automation appliance.
a

Log in to the master vRealize Automation appliance management console.

b

Select vRA Settings > Database.

c

Note the vRealize Automation PostgreSQL database settings.

d

Back up the PostgreSQL database. For information about PostgreSQL database backup, see
https://www.postgresql.org/.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

n

Create a snapshot of your tenant configuration and the users assigned.

n

Backup any files you have customized, such as DataCenterLocations.xml.

n

Create a snapshot of each virtual appliance and IaaS server. Adhere to regular guidelines for backing up
the entire system in case vRealize Automation upgrade is unsuccessful. See Backup and Recovery for
vRealize Automation Installations.

Back Up Your Existing vRealize Automation 6.2.4 or 6.2.5 Environment
Before you upgrade, shut down and take a snapshot of your vRealize Automation 6.2.4 or 6.2.5 environment
components.
Before you upgrade, take a snapshot of these components while your system is shut down.
n

vRealize Automation IaaS servers (Windows nodes)

n

vRealize Automation appliances (Linux nodes)

n

vRealize Automation (SSO) Identity node

If the upgrade fails, you can use the snapshot to return to the last known good configuration and attempt
another upgrade.
Prerequisites
n

Verify that the embedded PostgreSQL database is in high-availability mode. If it is, locate the current
Master node. See the knowledge base article http://kb.vmware.com/kb/2105809.

n

If your environment has an external PostgreSQL database, create a database backup file.

n

If the vRealize Automation Microsoft SQL database is not hosted on the IaaS server, create a database
backup file.

n

Verify that you have completed the backup prerequisites for upgrading.

n

Verify that you have taken a snapshot of your system while it is shut down. This is the preferred
method of taking a snapshot. See your vSphere 6.0 Documentation.
If you cannot shut down your system, take an in-memory snapshot of all the nodes. This is the nonpreferred method and should only be used if you cannot take a snapshot while the system is shut
down.

n

If you modified the app.config file, make a backup of that file. See “Restore Changes to Logging in the
app.config File,” on page 53.

n

Make a backup of the external workflow configuration (xmldb) files. See “Restore External Workflow
Timeout Files,” on page 51.

n

Verify that you have a location outside your current folder where you can store your backup file. See
“Backup Copies of .xml Files Cause the System to Time Out,” on page 64.

Procedure
1

Log in to your vCenter Server.

2

Locate these vRealize Automation 6.2.4 or 6.2.5 components.

3

n

vRealize Automation IaaS servers (Windows nodes)

n

vRealize Automation appliances (Linux nodes)

n

vRealize Automation (SSO) Identity node

Select a machine and click Shutdown guest in the following order.
a

18

IaaS proxy agent virtual machines

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Chapter 2 Preparing to Upgrade vRealize Automation 6.2.4 or 6.2.5

b

DEM Worker virtual machines

c

DEM Orchestrator virtual machine

d

Manager Service virtual machine

e

WEB Service virtual machines

f

Secondary vRealize Automation virtual appliances

g

Primary vRealize Automation virtual appliance

h

Manager machines (if any)

i

Identity Appliance

4

Take a snapshot of all vRealize Automation 6.2.4 or 6.2.5 machines.

5

Clone the vRealize Automation appliance nodes and perform the upgrade on the cloned machines.
Keep the original, in case system restore is required later on.

What to do next
“Increase vCenter Server Hardware Resources for vRealize Automation 6.2.4 or 6.2.5,” on page 19

Increase vCenter Server Hardware Resources for vRealize Automation 6.2.4 or
6.2.5
Before you upgrade from vRealize Automation 6.2.4 or 6.2.5, you must increase hardware resources for each
VMware vRealize ™ Automation appliance.
If you have taken a snapshot of each vRealize Automation appliance, you must clone each appliance and
increase the hardware resources on each clone. Ensure that you have at least 60 GB of free space on each
appliance in your VMware vCenter Server ™. After you clone your appliances, power off the original
appliances before you perform this procedure on each appliance clone.
These steps are based on the Windows client.
Procedure
1

Log in to vCenter Server.

2

Right-click a cloned vRealize Automation appliance icon and select Edit Settings.

3

Select Memory and set the value to 18 GB.

4

Select CPU and set the Number of virtual sockets value to 4.

5

Extend the size of virtual Disk 1 to 50 GB.

6

VMware, Inc.

a

Select Disk 1.

b

Change the size to 50 GB.

c

Click OK.

If you do not have Disk 3, complete these steps to add a Disk 3 with a disk size of 25 GB.
a

Click Add above the Resources table to add a virtual disk.

b

Select Hard Disk for the Device Type, and click Next.

c

Select Create a new virtual disk, and click Next.

d

Set disk size value to 25 GB.

e

Select Store with the virtual machine and click Next.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

f

Verify that the Independent option is deselected for Mode and SCSI (0:2) is selected for Virtual
Device Mode, and click Next.
If prompted to accept recommended settings, accept the recommended settings.

7

8

g

Click Finish.

h

Click OK.

If there is an existing virtual Disk 4 from a previous vRealize Automation release, complete these steps.
a

Power on the virtual machine.

b

Open a new command prompt and navigate to /etc/fstab.

c

Open the fstab file, and remove lines starting with /dev/sdd that contain the Wal_Archive write
ahead logs.

d

Save the file.

e

Power off the virtual machine.

f

Right-click the cloned vRealize Automation appliance icon and select Edit Settings.

g

Delete Disk 4 on the cloned virtual machine and complete the next step to create a new Disk 4 with
a disk size of 50 GB.

Complete these steps to add a Disk 4 with a disk size of 50 GB.
a

Click Add above the Resources table to add a virtual disk.

b

Select Hard Disk for the Device Type, and click Next.

c

Select Create a new virtual disk, and click Next.

d

Set disk size value to 50 GB.

e

Select Store with the virtual machine and click Next.

f

Verify that the Independent option is deselected for Mode and SCSI (0:3) is selected for Virtual
Device Mode, and click Next.
If prompted to accept recommended settings, accept the recommended settings.

9

g

Click Finish.

h

Click OK.

Create a snapshot of the virtual machine.

What to do next
“Power On the Entire System,” on page 20.

Power On the Entire System
After you increase the vCenter hardware resources for upgrade, you power on the system before you
perform the upgrade.
Prerequisites

20

n

“Back Up Your Existing vRealize Automation 6.2.4 or 6.2.5 Environment,” on page 18

n

“Increase vCenter Server Hardware Resources for vRealize Automation 6.2.4 or 6.2.5,” on page 19

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Chapter 2 Preparing to Upgrade vRealize Automation 6.2.4 or 6.2.5

Procedure
1

Power on the entire system.
For instructions, see the vRealize Automation 6.2 version of the Start Up vRealize Automation topic.
Note If you have a high availability environment, use this procedure to power on your virtual
appliances.

2

a

Power on the virtual appliance that you powered off last.

b

Wait one minute.

c

Power on the remaining virtual appliances.

Verify that the system is fully functional.

What to do next
“Shut Down vCloud Automation Center Services on Your IaaS Windows Server,” on page 21

Shut Down vCloud Automation Center Services on Your IaaS
Windows Server
When necessary, you can use the following procedure to shut down services on your IaaS Windows server.
Before you begin the upgrade, shut down vCloud Automation Center services on your IaaS Windows
servers. Shut down vCloud Automation Center services in the recommended order for all servers that are
running IaaS services.
Note Except for a passive backup instance of the Manager Service, the startup type for all services must be
set to Automatic during the upgrade process. The upgrade process fails if you set services to Manual.
Procedure
1

Log in to your IaaS Windows server.

2

Select Start > Administrative Tools > Services.

3

Shut down services in the following order. Be sure not to shut down the actual machine.
Each virtual machine has a Management agent, which must be stopped with each set of services.

4

a

All VMware vCloud Automation Center agents

b

All VMware DEM workers

c

VMware DEM orchestrator

d

VMware vCloud Automation Center Service

For distributed installation deployments with load balancers, disable all of the secondary nodes and
remove the vRealize Automation health monitors for the following items.
a

vRealize Automation appliance

b

IaaS Website

c

IaaS Manager Service

Verify that load balancer traffic is directed only to the primary nodes and that the vRealize Automation
health monitors are removed, otherwise the upgrade fails.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

5

Verify that the IaaS service hosted in Microsoft Internet Information Services (IIS) is running by
performing the following steps.
a

In your browser, go to the URL https://webhostname/Repository/Data/MetaModel.svc to verify
that the Web Repository is running. If successful, no errors are returned and you see a list of
models in XML format.

b

Check the status recorded in the Repository.log file on the Web node of the Iaas virtual machine to
see that status reports OK. The file is located in the VCAC home folder at /Server/Model Manager
Web/Logs/Repository.log.
For a distributed IaaS Website, log in to the secondary website, without MMD, and stop Microsoft
IIS temporarily. Check the MetaModel.svc connectivity, and start the Microsoft IIS to ensure that
the load balancer traffic is going only through the primary Web node.

What to do next
“Downloading vRealize Automation Appliance Updates,” on page 22 .

Downloading vRealize Automation Appliance Updates
You can check for updates on the management console for your appliance, and download the updates using
one of the following methods.
For best upgrade performance, use the ISO file method.
n

Download vRealize Automation Appliance Updates from a VMware Repository on page 22
You can download the update for your vRealize Automation appliance from a public repository on the
vmware.com Web site.

n

Download Virtual Appliance Updates for Use with a CD-ROM Drive on page 23
You can update your virtual appliance from an ISO file that the appliance reads from the virtual CDROM drive. This is the preferred method.

Download vRealize Automation Appliance Updates from a VMware Repository
You can download the update for your vRealize Automation appliance from a public repository on the
vmware.com Web site.
Prerequisites
Back up your existing vRealize Automation environment .
Ensure that your virtual appliance is powered on.
Procedure
1

Go to the management console for your virtual appliance by using its fully qualified domain name,
https://va-hostname.domain.name:5480.

2

Log in with the user name root and the password you specified when the appliance was deployed.

3

Click the Update tab.

4

Click Settings.

5

(Optional) Set how often to check for updates in the Automatic Updates panel.

6

Select Use Default Repository in the Update Repository panel.
The default repository is set to the correct VMware.com URL.

7

22

Click Save Settings.

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Chapter 2 Preparing to Upgrade vRealize Automation 6.2.4 or 6.2.5

Download Virtual Appliance Updates for Use with a CD-ROM Drive
You can update your virtual appliance from an ISO file that the appliance reads from the virtual CD-ROM
drive. This is the preferred method.
You download the ISO file and set up the primary appliance to use this file to upgrade your appliance.
Prerequisites
n

Back up your existing vRealize Automation environment.

n

All CD-ROM drives you use in your upgrade must be enabled before you update a vRealize
Automation appliance. See the vSphere documentation center for information about adding a CD-ROM
drive to a virtual machine in the vSphere client.

Procedure
1

To download the update repository ISO file, go to the vRealize Automation product page at
www.vmware.com. Click vRealize Automation Download Resources to go to the VMware download
page.

2

Locate the downloaded file on your system to verify that the file size is the same as the file on the
VMware download page. Use the checksums provided on the download page to validate the integrity
of your downloaded file. For more information, see the links at the bottom of the VMware download
page.

3

Verify that your primary virtual appliance is powered on.

4

Connect the CD-ROM drive for the primary virtual appliance to the ISO file you downloaded.

5

Go to the management console for your virtual appliance by using its fully qualified domain name,
https://va-hostname.domain.name:5480.

6

Log in with the user name root and the password you specified when the appliance was deployed.

7

Click the Update tab.

8

Click Settings.

9

Under Update Repository, select Use CDROM Updates.

10

Click Save Settings.

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23

Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

24

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Updating the vRealize Automation
6.2.4 or 6.2.5 Appliance

3

After you complete the upgrade prerequisites and download the virtual appliance update, you install
updates and reconfigure some settings for the primary vRealize Automation appliance node.
After you upgrade the primary vRealize Automation appliance node, you upgrade the other nodes in your
environment in the following order:
1

Each secondary vRealize Automation appliance

2

The IaaS Website

3

IaaS Manager Service

4

IaaS DEM

5

IaaS Agent

6

Upgrade or migrate each external vRealize Orchestrator instance

This chapter includes the following topics:
n

“Install the Update on the vRealize Automation 6.2.4 or 6.2.5 Appliance,” on page 25

n

“Update Your Single Sign-On Password for VMware Identity Manager,” on page 27

n

“Update the License Key,” on page 28

n

“Migrate Identity Stores to the VMware Identity Manager,” on page 28

n

“Install the Update on Additional vRealize Automation 6.2.4 or 6.2.5 Appliances,” on page 33

Install the Update on the vRealize Automation 6.2.4 or 6.2.5 Appliance
You install the VMware vRealize ™ Automation 7.2 update on the vRealize Automation 6.2.4 or 6.2.5
appliance and configure appliance settings.
Support for a PostgreSQL external database is discontinued beginning with vRealize Automation 7.1. The
upgrade process merges the data from an existing PostgreSQL external database with the PostgreSQL
internal database that is part of the vRealize Automation appliance.
Details regarding the data collected through CEIP and the purposes for which it is used by VMware are set
forth at the Trust & Assurance Center at http://www.vmware.com/trustvmware/ceip.html.
Do not close the management console while you install the update.
If you encounter any problems during the upgrade process, see Chapter 9, “Troubleshooting the vRealize
Automation 6.2.4 or 6.2.5 Upgrade,” on page 55.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

Prerequisites
n

Verify you selected a download method and downloaded the update. See “Downloading vRealize
Automation Appliance Updates,” on page 22.

n

For all high-availability deployments, see “Back Up Your Existing vRealize Automation 6.2.4 or 6.2.5
Environment,” on page 18.

n

For deployments with load balancers, verify that the traffic is directed only to the primary node and
that the health monitors are disabled.

n

If you have a Common Components Catalog component installed in your environment, uninstall the
component before you upgrade. For information, see the Common Components Catalog Installation Guide.

n

Verify that the jdbc:postgresql database connection points to the external IP address of the master
PostgreSQL node.
a

On each vRealize Automation appliance, open a new command prompt.

b

Navigate to /etc/vcac/server.xml, and back up server.xml.

c

Open server.xml.

d

If necessary, edit the server.xml file entry jdbc:posgresql that points to the Postgres database and
point it to the external IP address of the master PostgreSQL node for external PostgreSQL or master
virtual appliance for embedded PostgreSQL.
For example, jdbc:postgresql://198.15.100.60:5432/vcac

n

Verify that all saved and in-progress requests have finished successfully before you upgrade.

Procedure
1

Open the vRealize Automation appliance management console.
a

Go to the management console for your virtual appliance by using its fully qualified domain name,
https://va-hostname.domain.name:5480.

b

Log in with the user name root and the password you specified when the appliance was deployed.

2

Click the Services tab and verify that each service, except iaas-service, is listed as REGISTERED.

3

Select Update > Settings.

4

Select one of the following:
n

Use Default Repository

n

Use CDROM Updates.

5

Click Save Settings.

6

Select Status.

7

Click Check Updates to verify that an update is accessible.

8

(Optional) For instances of vRealize Automation appliance, click Details in the Appliance Version area
to see information about the location of release notes.

9

Click Install Updates.

10

Click OK.
A message stating that the update is in progress appears.

26

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Chapter 3 Updating the vRealize Automation 6.2.4 or 6.2.5 Appliance

11

(Optional) If you have not resized Disk 1 to 50 GB manually, perform the following steps.
a

When the system prompts you to reboot the virtual appliance, click the System tab and click
Reboot.
During the reboot, the system adjusts the space required for the update.

12

b

After the system reboots, log in again to the vRealize Automation appliance management console,
verify that each service, except iaas-service, is listed as REGISTERED and select Update > Status.

c

Click Check Updates and Install Updates.

To view the upgrade progress, open the following log files.
n

/opt/vmware/var/log/vami/updatecli.log

n

/opt/vmware/var/log/vami/vami.log

n

/var/log/vmware/horizon/horizon.log

n

/var/log/bootstrap/*.log

If you log out during the upgrade process and log in again before the upgrade is finished, you can
continue to follow the progress of the update in the log file. The updatecli.log file might display
information about the version of vRealize Automation that you are upgrading from. This displayed
version changes to the proper version later in the upgrade process.
The time required for the update to finish varies according to your environment.
13

Read the note about participation in the Customer Experience Improvement Program and select to join
or not join the program.
For information about the program, click the Telemetry tab in the product management console.
For more information about setting parameters for data collection and joining or leaving the Customer
Experience Improvement Program, see Managing vRealize Automation.

What to do next
“Update Your Single Sign-On Password for VMware Identity Manager,” on page 27

Update Your Single Sign-On Password for VMware Identity Manager
After you install the updates, you must update the Single Sign-On password for VMware Identity Manager.
VMware Identity Manager replaces the Identity Appliance and vSphere SSO components.
Procedure
1

Log out of the vRealize Automation appliance management console, close the browser, open the
browser again, and log back in.

2

Select vRA Settings > SSO.

3

Enter a new VMware Identity Manager password and click Save Settings.
Do not use simple passwords. You can safely ignore the error message SSO server is not connected.
It can require several minutes to restart the services.
The password is accepted.
For a high-availability deployment, the password is applied to the first vRealize Automation appliance
node and propagated to all secondary vRealize Automation appliance nodes.

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27

Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

4

5

Reboot the virtual appliance.
a

Click the System tab.

b

Click Reboot and confirm your selection.

Verify that all services are running.
a

Log in to the vRealize Automation appliance management console.

b

Click the Services tab on the console.

c

Click the Refresh tab to monitor the progress of service startup.
You should see a minimum of 30 services.

6

Verify that all services are registered except iaas-service.
The release-management service does not start without a vRealize Code Stream license key.

What to do next
“Update the License Key,” on page 28.

Update the License Key
You must upgrade your license key to use the latest version of the vRealize Automation appliance.
Procedure
1

Go to the management console for your virtual appliance by using its fully qualified domain name,
https://va-hostname.domain.name:5480.

2

Log in with the user name root and the password you entered when the appliance was deployed.

3

Select vRA Settings > Licensing.
If the Licensing tab is not available, perform the following steps and repeat the procedure.

4

a

Log out of the management console.

b

Clear your browser cache.

Enter your new license key in the New License Key text box.
Endpoints and quotas are flagged according to your end-user license agreement (EULA).

5

Click Submit Key.

What to do next
“Migrate Identity Stores to the VMware Identity Manager,” on page 28

Migrate Identity Stores to the VMware Identity Manager
When you upgrade from 6.2.4 or 6.2.5 to the current version of vRealize Automation, you must migrate the
identity stores.
As required in the following procedures, refer to the snapshot of your 6.2.4 or 6.2.5 tenant configuration
information.
Note After you migrate the identity stores, users of vRealize Code Stream must manually reassign
vRealize Code Stream roles.

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Chapter 3 Updating the vRealize Automation 6.2.4 or 6.2.5 Appliance

Procedure
1

Create a Local User Account for Your Tenants on page 29
As part of upgrading identity stores, you must set up a tenant with a local user account and assign
tenant administrator privileges to the local user account.

2

Synchronize Users and Groups for an Active Directory Link on page 30
To import your users and groups into vRealize Automation using the Directories Management
capability, you must connect to your Active Directory link.

3

Migrate Multiple Tenant and IaaS Administrators on page 31
If you have multiple vRealize Automation 6.2.x tenants and IaaS administrators, use the Identity
Stores Migration Tool to migrate your tenant administrators to your newly synchronized vsphere.local
tenant. Alternatively, you can add them manually to the respective tenants.

Create a Local User Account for Your Tenants
As part of upgrading identity stores, you must set up a tenant with a local user account and assign tenant
administrator privileges to the local user account.
Prerequisites
Verify that you have set a new VMware Identity Manager password. See “Update Your Single Sign-On
Password for VMware Identity Manager,” on page 27.
Procedure
1

Log in to the vRealize Automation console with the default system administrator username
administrator and password.
The console location is https://vra-appliance/vcac/.

2

Click your tenant.
For example, for the default tenant, click vsphere.local

3

Select the Local Users tab.

4

Click New.

5

Create a local user account to assign to the tenant administrator role.
The local user name should be unique to the vsphere.local active directory.

6

Click OK.

7

Click the Administrators tab.

8

Enter the local user name in the Tenant administrators search box and press Enter.

9

Click Finish.

10

Repeat these steps for each of your tenants.

11

Log out of the console.

What to do next
“Synchronize Users and Groups for an Active Directory Link,” on page 30

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

Synchronize Users and Groups for an Active Directory Link
To import your users and groups into vRealize Automation using the Directories Management capability,
you must connect to your Active Directory link.
Perform this procedure for each of your tenants.
Prerequisites
Verify that you have access privileges to the Active Directory.
Procedure
1

Log in to the vRealize Automation console at: https://vra-appliance/vcac/org/tenant_name

2

Select Administration > Directories Management > Directories.

3

Click Add Directory.

4

Enter your specific Active Directory account settings.
u

Non-Native Active Directories

Option

Sample Input

Directory Name

Enter a unique directory name.
Select Active Directory over LDAP when using non-Native Active
Directory.

This Directory Supports DNS
Services

Deselect this option.

Base DN

Enter the Distinguished Name (DN) of the starting point for directory
server searches.
For example, cn=users,dc=rainpole,dc=local.

Bind DN

Enter the full distinguished name (DN), including common name (CN), of
an Active Directory user account that has privileges to search for users.
For example, cn=config_admin infra,cn=users,dc=rainpole,dc=local.

Bind DN Password

Enter the Active Directory password for the account that can search for
users.

u

Native Active Directories

Option

Sample Input

Directory Name

Enter a unique directory name.
Select Active Directory (Integrated Windows Authentication) when using
Native Active Directory.

Domain Name

Enter the name of the domain to join.

Domain Admin Username

Enter the username for the domain admin

Domain Admin Password

Enter the password for the domain admin account.

Bind User UPN

Use the email address format to enter the name of the user who can
authenticate the domain.

Bind DN Password

Enter the Active Directory bind account password for the account that can
search for users.

5

Click Test Connection to test the connection to the configured directory.

6

Click Save & Next.
The Select the Domains page appears, and displays the list of domains.

7

30

Accept the default domain setting and click Next.

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Chapter 3 Updating the vRealize Automation 6.2.4 or 6.2.5 Appliance

8

Verify that the attribute names are mapped to the correct Active Directory attributes, and click Next.

9

Select the groups and users to synchronize.
a

Click the New icon.

b

Enter the user domain and click Find Groups.
For example, enter dc=vcac,dc=local.

10

c

To select the groups to synchronize, click Select and click Next.

d

On the Select Users page, select the users to synchronize and click Next.

Review the users and groups are syncing to the directory, and click Sync Directory.
The directory synchronization takes some time and runs in the background.

11

Select Administration > Directories Management > Identity Providers, and click your new identity
provider.
For example, WorkspaceIDP__1.

12

Scroll to the bottom of the page, and update the value for the IdP Hostname property to point to the
FQDN for the vRealize Automation load balancer.

13

Click Save.

14

Repeat steps 11–13 for each tenant and identity provider.

15

After you upgrade all vRealize Automation nodes, log in to each tenant and select Administration >
Directories Management > Identity Providers.
Each identity provider has all vRealize Automation connectors added to it.
For example, if your deployment has two vRealize Automation appliances, the identity provider has
two associated connectors.

Migrate Multiple Tenant and IaaS Administrators
If you have multiple vRealize Automation 6.2.x tenants and IaaS administrators, use the Identity Stores
Migration Tool to migrate your tenant administrators to your newly synchronized vsphere.local tenant.
Alternatively, you can add them manually to the respective tenants.
In a Linux environment, run the Identity Stores Migration Tool as administrator.
In a Windows environment, you must have administrative rights on the machine where you run the Identity
Stores Migration Tool.
Prerequisites
Log in to the management console of the master vRealize Automation appliance that you upgraded.
Procedure
1

Go to the management console for your virtual appliance by using its fully qualified domain name,
https://va-hostname.domain.name:5480.

2

Log in with the user name root and the password you specified when the appliance was deployed.

3

Select vRA Settings > SSO.

4

Perform the following steps according to your operating system.
Linux
a

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Right-click Identity Stores Migration Tool and select Copy Link Address.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

b

Open a secure shell connection as root user to your vRealize Automation 6.2.x SSO virtual
appliance.

c

At the command prompt, run the following command to download the vra-sso-migration.zip file
using the link you copied in step 4a.
wget --no-check-certificate URL_link_address

For example,
wget --no-check-certificate https://va_hostname.vcac.local:
5480/service/cafe/download/vra-sso-migration.zip.

d

Run the following command to unzip the migration file.
unzip vra-sso-migration.zip

e

In the directory where you extracted vra-sso-migration.zip, change directories to bin.
cd bin

f

Edit the migration.properties file in the bin directory to change the value of property
vra.system.admin.username from administrator to administrator@vsphere.local.

g

Run the following command to migrate your tenants and IaaS administrators to your newly
synchronized vsphere.local tenant.
./reassign-tenant-administrators

Because you are logged in as root user, do not use sudo to run this script.
Even if you see your tenant users assigned in your tenant before running this command, you must
run this command to register your users in Horizon to obtain full tenant administrator privileges.
WIndows
a

Double-click Identity Stores Migration Tool to download the tool to your Downloads directory.

b

Log in to the Windows machine where SSO is running.

c

Copy the vra-sso-migration.zip file from your Downloads directory to a local directory of your
choice.

d

Right-click vra-sso-migration.zip and select Extract all.

e

Open the extracted vra-sso-migration folder and open the bin folder.

f

Edit the migration.properties file in the bin directory to change the value of property
vra.system.admin.username from administrator to administrator@vsphere.local with the full
address including the tenant extension.

g

Right-click reassign-tenant-administrators.bat and select Run as administrator.
Even if you see your tenant users assigned in your tenant before running this command, you must
run this command to register your users in Horizon to obtain full tenant administrator privileges.

5

Log in to the vRealize Automation appliance default tenant as tenant administrator. For each tenant,
verify that under the Administrators tab you can see the list of migrated tenant administrators.

What to do next
Upgrade the secondary appliances. See “Install the Update on Additional vRealize Automation 6.2.4 or 6.2.5
Appliances,” on page 33.

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Chapter 3 Updating the vRealize Automation 6.2.4 or 6.2.5 Appliance

Install the Update on Additional vRealize Automation 6.2.4 or 6.2.5
Appliances
For a high availability environment, the master virtual appliance is the node that runs embedded
PostgreSQL in the Master mode. The other nodes in the environment run the embedded PostgreSQL
database in Replica mode. During upgrade, the replica virtual appliance does not require database changes.
Do not close the management console while you install the update.
Prerequisites
n

Verify that you have downloaded the virtual appliance updates. See “Downloading vRealize
Automation Appliance Updates,” on page 22.

n

Verify that the jdbc:postgresql database connection points to the external IP address of the master
PostgreSQL node.
a

On the vRealize Automation appliance, open a new command prompt.

b

Navigate to /etc/vcac/server.xml, and back up server.xml.

c

Open server.xml.

d

If necessary, edit the server.xml file entry jdbc:posgresql that points to the Postgres database and
point it to the external IP address of the master PostgreSQL node for external PostgreSQL or master
virtual appliance for embedded PostgreSQL.
For example, jdbc:postgresql://198.15.100.60:5432/vcac

Procedure
1

Open the vRealize Automation appliance management console for the upgrade.
a

Go to the management console for your virtual appliance by using its fully qualified domain name,
https://va-hostname.domain.name:5480.

b

Log in with the user name root and the password you specified when the appliance was deployed.

c

Click the Update tab.

2

Click Settings.

3

Select to download the updates from a VMware repository or CDROM in the Update Repository
section.

4

Click Status.

5

Click Check Updates to verify that an update is accessible.

6

Click Install Updates.

7

Click OK.
A message stating that the update is in progress appears.

8

(Optional) If you have not resized Disk 1 to 50 GB manually, perform the following steps.
a

When the system prompts you to reboot the virtual appliance, click the System tab and click
Reboot.
During the reboot, the system adjusts the space required for the update.

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b

After the system reboots, log in again to the vRealize Automation appliance management console
and select Update > Status.

c

Click Check Updates and Install Updates.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

9

Open the log files to verify that upgrade is progressing successfully.
n

/opt/vmware/var/log/vami/vami.log

n

/opt/vmware/var/log/vami/updatecli.log

n

/var/log/vmware/horizon/horizon.log

n

/var/log/bootstrap/*.log

If you log out during the upgrade process and log in, you can continue to follow the progress of the
update in the log file /opt/vmware/var/log/vami/updatecli.log.
The time it takes for the update to finish depends on your site environment.
10

When the update is finished, log out of the vRealize Automation appliance, clear the cache of your Web
browser, and log in to the vRealize Automation appliance management console.

11

Reboot the virtual appliance.
a

Click System.

b

Click Reboot and confirm your selection.

12

Log in to the vRealize Automation replica appliance management console.

13

Select vRA Settings > Cluster.

14

Specify the master virtual appliance user name and password.

15

Click Join Cluster.

16

Click Services and verify that each service, except iaas-service, is listed as REGISTERED.

What to do next
“Download the IaaS Installer to Upgrade IaaS Components After Upgrading vRealize Automation 6.x to
7.2,” on page 38

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Upgrading the IaaS Server
Components After Upgrading
vRealize Automation 6.x to 7.2

4

After you upgrade VMware vRealize ™ Automation, a system administrator upgrades the IaaS server
components, including the Microsoft SQL Server database.
You have two options for upgrading the IaaS server components.
n

Use the automated IaaS upgrade shell script.

n

Use the vRealize Automation 7.2 IaaS installer msi package.

If you have a Common Components Catalog component installed, you must uninstall the component before
you upgrade. After you finish the upgrade, you can reinstall the component with the appropriate version.
For more information, see the Common Components Catalog Installation Guide.
This chapter includes the following topics:
n

“Upgrade IaaS Components Using the Upgrade Shell Script After Upgrading vRealize Automation 6.x
to 7.2,” on page 35

n

“Upgrading IaaS Components Using the IaaS MSI Package After Upgrading vRealize Automation 6.x
to 7.2,” on page 37

Upgrade IaaS Components Using the Upgrade Shell Script After
Upgrading vRealize Automation 6.x to 7.2
Use the upgrade shell script to upgrade the IaaS Components after you update each
VMware vRealize ™ Automation appliance.
The updated primary or master vRealize Automation appliance contains a shell script that you use to
upgrade each IaaS node and component.
You can run the upgrade script by using the vSphere console for the virtual machine or by using an SSH
console session. If you use the vSphere console, you avoid intermittent network connectivity issues that can
break the execution of the script.
If you stop the script while it is upgrading a component, the script stops when it completes upgrading the
component. If other components on the node still need to be upgraded, you must run the script again.
When the upgrade finishes, you can review the upgrade result by opening the upgrade log file
at /usr/lib/vcac/tools/upgrade/upgrade.log.
Prerequisites
n

Verify the successful update of all vRealize Automation appliances.

n

If you reboot an IaaS server after you update all the vRealize Automation appliances but before you
upgrade the IaaS components , stop all of the IaaS windows services, except for the Management Agent
service, on the server.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

n

Before you run the upgrade shell script on the primary or master vRealize Automation appliance node,
verify that the status of each service, except for iaas-service, on the Services tab in the
vRealize Automation appliance management console is listed as REGISTERED.

n

On each IaaS node, manually install the IaaS Management Agent shipped as separate package on the
vRealize Automation 7.2 download page. For information, see Knowledge Base Article 2147926.
Do not attempt to use the Management Agent installer that is included in the vRealize Automation
virtual appliance.
Log in to each vRealize Automation IaaS machine and upgrade the Management Agent with the
downloaded package. Then restart the Management Agent Windows service.

n

Verify that your primary IaaS Website and Model Manager node has JAVA SE Runtime Environment 8,
64bits, update 91 or later installed. After you install Java, you must set the environment variable,
JAVA_HOME , to the new version on each server node.

n

Log in to each IaaS Website node and verify that the creation date is earlier than the modified date in
the web.config file. If the creation date for the web.config file is the same as or later than the modified
date, perform the procedure in “Upgrade Fails for IaaS Website Component,” on page 58.

n

Perform these steps on each IaaS node to verify that each IaaS node has an upgraded IaaS Management
Agent:
a

Log in to the vRealize Automation appliance management console.

b

Select vRA Settings > Cluster.

c

Expand the list of all installed components on each IaaS node, and locate the IaaS Management
Agent.

d

Verify that the Management Agent version is current.

n

Verify that the IaaS Microsoft SQL Server database backup is accessible in case you need to roll back.

n

Delete all orphaned IaaS nodes. See “Delete Orphaned Nodes on vRealize Automation,” on page 64.

n

Verify that snapshots of the IaaS servers in your deployment are available.
If the upgrade is unsuccessful, return to the snapshot and database backup and attempt another
upgrade.

Procedure
1

Open a new console session on the primary or master vRealize Automation appliance node and log in
with the root account.
If you plan to run the upgrade script by means of SSH, open an SSH console session.

2

Change directories to /usr/lib/vcac/tools/upgrade/.

3

Run this command at the command prompt to create the upgrade.properties file.
./generate_properties

4

Open the upgrade.properties file and enter all the required values.
This table shows the required values, which vary depending on the environment. For example, on a
node that contains a DEM worker or orchestrator, DEM credentials are required.

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Chapter 4 Upgrading the IaaS Server Components After Upgrading vRealize Automation 6.x to 7.2

Required
Value

Description

Credential Format

web_userna
me

User name for the primary Web node. Required only
once.

Domain\User

web_passw
ord

Password for the primary Web node. Required only
once.

Password

dem_userna
me

User name for the DEM worker or DEM orchestrator.
Required for each node where a DEM component is
installed.

Domain\User

dem_passw
ord

Password for the DEM worker or DEM orchestrator.
Required for each node where a DEM component is
installed.

Password

agent_usern
ame

User name for an agent such as a vSphere agent.
Required for each node where an agent component is
installed.

Domain\User

agent_pass
word

Password for an agent such as a vSphere agent.
Required for each node where an agent component is
installed.

Password

vidm_admi
n_password

The VIDM administrator password. Required only
when you upgrade from vRealize Automation 6.2.4 or
6.2.5.

vIDM_password

For security reasons, the upgrade.properties file is removed when you run the upgrade shell script.
The properties in the file are defined using the information for each IaaS component that comes through
the IaaS Management Agents. It is important that all IaaS Management Agents are upgraded and
healthy prior to running the ./generate_properies or ./upgrade shell scripts. If any IaaS Management
Agent has a problem when you run the upgrade shell script, see “Upgrade Fails to Upgrade the
Management Agent or Certificate Not Installed on a IaaS Node,” on page 64. To recreate the
upgrade.properties file, repeat steps 2 and 3.
5

Run the upgrade script.
a

At the command prompt, enter ./upgrade.

b

Press Enter.

The script displays each IaaS node and all the components installed on it. The script validates each
component before installing the upgrade. If there are incorrect values in the upgrade.properties file, the
script fails.
If the Upgrade Shell Script is unsuccessful, review the upgrade.log file.
You can run the upgrade script again after you fix a problem. Before you run the upgrade script again,
recreate the upgrade.properties file, open it, and enter all the required values.
What to do next
Chapter 6, “Add Users or Groups to an Active Directory Connection,” on page 47

Upgrading IaaS Components Using the IaaS MSI Package After
Upgrading vRealize Automation 6.x to 7.2
You can use this alternative method to upgrade IaaS components.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

Download the IaaS Installer to Upgrade IaaS Components After Upgrading
vRealize Automation 6.x to 7.2
Download the IaaS installer to the machine where the IaaS components to be upgraded are installed.
If you see certificate warnings during this procedure, you can ignore them.
Note Except for a passive backup instance of the Manager Service, the startup type for all services must be
set to Automatic during the upgrade process. The upgrade process fails if you set services to Manual.
Prerequisites
n

Verify that Microsoft .NET Framework 4.5.2 or later is installed on the IaaS installation machine. You
can download the .NET installer from the vRealize Automation installer Web page. If you update .NET
to 4.5.2 after you shut down the services and the machine restarted as part of the installation, you must
manually stop all IaaS services except the Management agent.

n

If you are using Internet Explorer for the download, verify that Enhanced Security Configuration is not
enabled. Enter res://iesetup.dll/SoftAdmin.htm in the search bar and press Enter.

n

Log in as a local administrator to the Windows server where one or more of the IaaS components you
want to upgrade are installed.

Procedure
1

Open a Web browser.

2

Enter the URL for the Windows installer download page.
For example, https://vcac-va-hostname.domain.name:5480/installer, where vcac-vahostname.domain.name is the name of the primary (master) vRealize Automation appliance node.

3

Click the IaaS installer link.

4

When prompted, save the installer file, setup__vcac-va-hostname.domain.name@5480.exe, to the desktop.
Do not change the file name. It is used to connect the installation to the vRealize Automation appliance.

What to do next
“Upgrade the IaaS Components After Upgrading vRealize Automation 6.x to 7.2,” on page 38

Upgrade the IaaS Components After Upgrading vRealize Automation 6.x to 7.2
You must upgrade the SQL database and configure all systems that have IaaS components installed. You can
use these steps for minimal and distributed installations.
Note The IaaS installer must be on the machine that contains the IaaS components you want to upgrade.
You cannot run the installer from an external location, except for the Microsoft SQL database which also can
be upgraded remotely from the Web node.
Verify that snapshots of the IaaS servers in your deployment are available. If the upgrade fails, you can
return to the snapshot and attempt another upgrade.
Perform the upgrade so that services are upgraded in the following order:
1

IaaS Web sites
If you are using a load balancer, disable traffic to all non-primary nodes.
Finish the upgrade on one server before upgrading the next server that is running a Website service.
Start with the one that has the Model Manager Data component installed.

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Chapter 4 Upgrading the IaaS Server Components After Upgrading vRealize Automation 6.x to 7.2

If you are performing a manual external Microsoft SQL database upgrade, you must upgrade the
external SQL before you upgrade the Web node. You can upgrade the external SQL remotely from the
Web node.
2

Manager Services
Upgrade the active Manager Service before you upgrade the passive Manager Service.
If you do not have SSL encryption enabled in your SQL instance, uncheck the SSL encryption checkbox
in the Iaas Upgrade configuration dialog box next to the SQL definition.

3

DEM orchestrator and workers
Upgrade all DEM orchestrators and workers. Finish the upgrade on one server before you upgrade the
next server.

4

Agents
Finish the upgrade on one server before you upgrade the next server that is running an agent.

5

Management Agent
Is updated automatically as part of the upgrade process.

If you are using different services on one server, the upgrade updates the services in the proper order. For
example, if your site has Web site and manager services on the same server, select both for update. The
upgrade installer applies the updates in the proper order. You must complete the upgrade on one server
before you begin an upgrade on another.
Note If your deployment uses a load balancer, the first appliance you plan to upgrade must be connected
to the load balancer. All other instances of vRealize Automation appliance appliances must be disabled for
load balancer traffic before you apply the upgrade to avoid caching errors.
Prerequisites
n

Back up your existing vRealize Automation 6.2.4 or 6.2.5 environment.

n

If you reboot an IaaS server after you update all the vRealize Automation appliances but before you
upgrade the IaaS components , stop all of the IaaS windows services, except for the Management Agent
service, on the server.

n

“Download the IaaS Installer to Upgrade IaaS Components After Upgrading vRealize Automation 6.x
to 7.2,” on page 38.

n

Verify that your primary IaaS Website, Microsoft SQL database, and Model Manager node has JAVA SE
Runtime Environment 8, 64bits, update 91 or later installed. After you install Java, you must set the
environment variable, JAVA_HOME , to the new version on each server node.

n

Verify that the creation date is earlier than the modified date in the web.config file. If the creation date
for the web.config file is the same as or later than the modified date, perform the procedure in
“Upgrade Fails for IaaS Website Component,” on page 58.

n

If you are upgrading from vRealize Automation 6.2.x and have an external Microsoft SQL database,
ensure that the Management Agent on the external database is version 7.0 or later before you run the
IaaS Web site upgrade. You can check the Management Agent version in the Control Panel of your
external SQL machine. If the Management Agent is not version 7.0 or later, complete the following steps
to perform a manual upgrade of the Management Agent.

VMware, Inc.

a

Open a browser and navigate to the VMware vRealize Automation IaaS Installation page on the
vRealize Automation appliance at https://virtual_appliance_host:5480/installer.

b

Download and run the Management Agent Installer.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

n

If you have a Common Components Catalog component installed, you must uninstall the component
before you upgrade. For more information, see the Common Components Catalog Installation Guide or
follow the steps provided in Checklist for Upgrading from vRealize Automation 6.2.4 or 6.2.5.

Procedure
1

If you are using a load balancer, prepare your environment.
a

Verify the IaaS Website node that contains the Model Manager data is enabled for load balancer
traffic.
You can identify this node by the presence of the vCAC Folder\Server\ConfigTool folder.

b

Disable all other IaaS Websites and non-primary Manager Services for load balancer traffic.

2

Right-click the setup__vrealize-automation-appliance-FQDN@5480.exe setup file and select Run as
administrator.

3

Click Next.

4

Accept the license agreement and click Next.

5

Type the administrator credentials for your current deployment on the Log In page.
The user name is root and the password is the password that you specified when you deployed the
appliance.

6

Select Accept Certificate.

7

On the Installation Type page, verify that Upgrade is selected.
If Upgrade is not selected, the components on this system are already upgraded to this version.

40

8

Click Next.

9

Configure the upgrade settings.
Option

Action

If you are upgrading the Model
Manager Data

Select the Model Manager Data check box in the vCAC Server section.
The check box is selected by default. Upgrade the Model Manager data
only once. If you are running the setup file on multiple machines to
upgrade a distributed installation, the Web servers stop functioning while
there is a version mismatch between the Web servers and the Model
Manager data. When you have upgraded the Model Manager data and all
of the Web servers, all of the Web servers should function.

If you are not upgrading the Model
Manager Data

Unselect the Model Manager Data check box in the vCAC Server section.

To preserve customized workflows
as the latest version in your Model
Manager Data

If you are upgrading the Model Manager Data, select the Preserve my
latest workflow versions check box in the Extensibility Workflows section.
The check box is selected by default. Customized workflows are always
preserved. The checkbox determines version order only. If you used
vRealize Automation Designer to customize workflows in the Model
Manager, select this option to maintain the most recent version of each
customized workflow before upgrade as the most recent version after
upgrade.
If you do not select this option, the version of each workflow provided
with vRealize Automation Designer becomes the most recent after
upgrade, and the most recent version before upgrade becomes the second
most recent.
For information about vRealize Automation Designer, see Life Cycle
Extensibility.

If you are upgrading a Distributed
Execution Manager or a proxy agent

Enter the credentials for the administrator account in the Service Account
section.
All of the services that you upgrade run under this account.

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Chapter 4 Upgrading the IaaS Server Components After Upgrading vRealize Automation 6.x to 7.2

Option

Action

To specify your Microsoft SQL
Server database

If you are upgrading the Model Manager Data, enter the names of the
database server and database instance in the Server text box in the
Microsoft SQL Server Database Installation Information section. Enter a
fully qualified domain name (FQDN) for the database server name in the
Database name text box.
If the database instance is on a non-default SQL port, include the port
number in the server instance specification. The Microsoft SQL default port
number is 1433.
When upgrading the manager nodes, the MSSQL SSL option is selected by
default. If your database does not use SSL, uncheck Use SSL for database
connection.

10

Click Next.

11

Confirm that all services to upgrade appear on the Ready to Upgrade page, and click Upgrade.
The Upgrading page and a progress indicator appear. When the upgrade process finishes, the Next
button is enabled.

12

Click Next.

13

Click Finish.

14

Verify that all services restarted.

15

Repeat these steps for each IaaS server in your deployment in the recommended order.

16

After all components are upgraded, log in to the management console for the appliance and verify that
all services, including IaaS, are now registered.

All of the selected components are upgraded to the new release.
What to do next
If your deployment uses a load balancer, upgrade each load balancer node to use vRealize Automation
health checks, and re-enable load balancer traffic for any unconnected nodes. If your previous deployment
used a load balanced embedded PostgreSQL database, disable all nodes in the PostgreSQL pool because
they are not needed. Delete the pool at a convenient time.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

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Updating vRealize Orchestrator After
Upgrading from vRealize Automation
6.x to 7.2

5

You must update your VMware vRealize ™ Orchestrator ™ instance when you upgrade from
VMware vRealize ™ Automation 6.x to vRealize Automation 7.2.
With the release of vRealize Orchestrator 7.2, you have two options for updating vRealize Orchestrator
when you upgrade to vRealize Automation 7.2.
n

You can migrate your existing external vRealize Orchestrator server to the embedded
vRealize Orchestrator included in vRealize Automation 7.2.

n

You can upgrade your existing standalone or clustered vRealize Orchestrator server to work with
vRealize Automation 7.2.

This chapter includes the following topics:
n

“Migrating an External vRealize Orchestrator Server to vRealize Automation 7.2,” on page 43

n

“Upgrade Stand-Alone vRealize Orchestrator After Upgrading vRealize Automation 6.x to 7.2,” on
page 43

n

“Upgrade External vRealize Orchestrator Appliance Cluster After Upgrading vRealize Automation 6.x
to 7.2,” on page 44

Migrating an External vRealize Orchestrator Server to vRealize
Automation 7.2
You can migrate your existing external VMware vRealize ™ Orchestrator ™ server to a instance embedded
in VMware vRealize ™ Automation 7.2.
For information about migrating your existing external vRealize Orchestrator server, see the
vRealize Orchestrator documentation topic Migrating an External Orchestrator Server to vRealize
Automation 7.2.

Upgrade Stand-Alone vRealize Orchestrator After Upgrading
vRealize Automation 6.x to 7.2
If you maintain a stand-alone, external instance of vRealize Orchestrator for use with vRealize Automation,
you must upgrade vRealize Orchestrator when you upgrade vRealize Automation.
Embedded instances of vRealize Orchestrator are upgraded as part of the vRealize Automation appliance
upgrade. No additional action is required.
Prerequisites
n

VMware, Inc.

Install the update on the primary vRealize Automation appliance.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

n

Upgrade IaaS components. See Chapter 4, “Upgrading the IaaS Server Components After Upgrading
vRealize Automation6.x to 7.2,” on page 35.

n

Choose your vRealize Orchestrator upgrade method. See Upgrade Orchestrator Appliance 5.5.x and
Later to 7.x.

Procedure
1

Shut down the vRealize Orchestrator node.

2

Take a snapshot.

3

Increase the RAM to 6 GB.

4

Power on the vRealize Orchestrator node.

5

Log in to the vRealize Orchestrator appliance configuration portal at https://orchestrator_server:5480.

6

Select the Update tab in your configuration portal and click Settings.

7

Select your upgrade method and click Save Settings.

8

Click Status.

9

Click Check Updates.

10

Click Install Updates.

11

Accept the VMware End User License Agreement.

12

When the update completes, restart the vRealize Orchestrator appliance.

13

From the Control Center, upgrade the vRealize Automation default plugins, which include vCAC Cafe,
vCAC IaaS, and NSX.

14

Restart the vRealize Orchestrator service.

Upgrade External vRealize Orchestrator Appliance Cluster After
Upgrading vRealize Automation 6.x to 7.2
If you use clustered external instances of vRealize Orchestrator with vRealize Automation, you must
upgrade each vRealize Orchestrator node individually when you upgrade vRealize Automation.
Prerequisites
n

Install the update on the primary vRealize Automation appliance.

n

Upgrade IaaS components. See Chapter 4, “Upgrading the IaaS Server Components After Upgrading
vRealize Automation6.x to 7.2,” on page 35 .

n

Choose your vRealize Orchestrator upgrade method. See Upgrade Orchestrator Appliance 5.5.x and
Later to 7.x.

Procedure
1

Shut down each vRealize Orchestrator node.

2

Select one of the vRealize Orchestrator nodes in the cluster to be the primary vRealize Orchestrator
node.
Record the identifying information for this node to use later.

44

3

Take a snapshot of each vRealize Orchestrator node and the vRealize Orchestrator database.

4

On the vRealize Orchestrator node you selected for the primary node, increase the RAM to 6 GB.

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Chapter 5 Updating vRealize Orchestrator After Upgrading from vRealize Automation 6.x to 7.2

5

Upgrade the primary vRealize Orchestrator node.
a

Power on the node you selected to be the vRealize Orchestrator primary node.

b

Log in as root to the vRealize Orchestrator Appliance management console at
https://orchestrator_server:5480.

c

Select Update > Settings.

d

Choose your download method and click Save Settings.

e

Click Status.

f

Click Check Updates.

g

Click Install Updates.

h

Accept the VMware End User License Agreement.

i

When the update finishes, restart the vRealize Orchestrator appliance.

6

Verify that the vco service appears as registered in the vRealize Orchestrator Appliance management
console.

7

On the vRealize Orchestrator Control Center, click the Validate Configuration icon and verify that the
configuration is valid.

8

On the vRealize Orchestrator Control Center, upgrade the vRealize Automation default plugins, which
include the NSX plugin.

9

Log in as root to the vRealize Orchestrator Control Center on the primary vRealize Orchestrator node
at https://your_orchestrator_server_IP_or_DNS_name:8283/vcocontrolcenter.

10

Click the Manage Plugins icon.

11

Select Browse > plug-in name > Install.

12

Deploy a new vRealize Orchestrator appliance for a new secondary vRealize Orchestrator node in this
cluster.

13

Set up the network configuration of the new secondary vRealize Orchestrator node to match the
secondary vRealize Orchestrator node in the old cluster.

14

Join the new secondary vRealize Orchestrator node to the primary vRealize Orchestrator node.

15

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a

Log in as root to the vRealize Orchestrator Control Center on the secondary vRealize Orchestrator
node at https://your_orchestrator_server_IP_or_DNS_name:8283/vcocontrolcenter.

b

Click the Orchestrator Cluster Management icon.

c

Ensure that both vRealize Orchestrator servers are running.

d

Click Join Node To Cluster and enter the primary vRealize Orchestrator node details.

e

Click Join and wait for the new secondary vRealize Orchestrator node to complete the join cluster
operation.

f

Verify that the new secondary vRealize Orchestrator node pending configuration fingerprint is the
same as the primary vRealize Orchestrator node.

g

Restart the new secondary vRealize Orchestrator server service from Startup Options in the Control
Center.

h

Verify that the new secondary vRealize Orchestrator node Applied Configuration Fingerprint is the
same as the primary vRealize Orchestrator node.

Repeat steps 13-15 for each secondary vRealize Orchestrator node in the old cluster.

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Add Users or Groups to an Active
Directory Connection

6

You can add users or groups to an existing Active Directory connection.
The Directories Management user authentication system imports data from Active Directory when adding
groups and users, and the speed of the system is limited by Active Directory capabilities. As a result, import
operations may require a significant amount of time depending on the number of groups and users being
added. To minimize the potential for delays or problems, limit the number of groups and users to only those
required for vRealize Automation operation. If performance degrades or if errors occur, close any unneeded
applications and ensure that your deployment has appropriate memory allocated to Active Directory. If
problems persist, increase the Active Directory memory allocation as needed. For deployments with large
numbers of users and groups, you may need to increase the Active Directory memory allocation to as much
as 24 GB.
When running a synchronize operation for a vRealize Automation deployment with a many users and
groups, there may be a delay after the Sync is in progress message disappears before the Sync Log details
are displayed. Also, the time stamp on the log file may differ from the time that the user interface indicates
that the synchronize operation completed.
Note You cannot cancel a synchronize operation after it has been initiated.
Prerequisites
n

Connector installed and the activation code activated. Select the required default attributes and add
additional attributes on the User Attributes page.

n

List of the Active Directory groups and users to sync from Active Directory.

n

For Active Directory over LDAP, information required includes the Base DN, Bind DN, and Bind DN
password.

n

For Active Directory Integrated Windows Authentication, the information required includes the
domain's Bind user UPN address and password.

n

If Active Directory is accessed over SSL, a copy of the SSL certificate is required.

n

For Active Directory Integrated Windows Authentication, when you have multi-forest Active Directory
configured and the Domain Local group contains members from domains in different forests, make
sure that the Bind user is added to the Administrators group of the domain in which the Domain Local
group resides. If this is not done, these members are missing from the Domain Local group.

n

Log in to the vRealize Automation console as a tenant administrator.

Procedure
1

Select Administration > Directories Management > Directories.

2

Click the desired directory name.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

3

Click Sync Settings to open a dialog with synchronization options.

4

Click the appropriate icon depending on whether you want to change the user or group configuration.
To edit the group configuration:
n

To add groups, click the + icon to add a new line for group DN definitions and enter the
appropriate group DN.

n

If you want to delete a group DN definition, click the x icon for the desired group DN.

To edit the user configuration:
u

To add users, click the + icon to add a new line for user DN definition and enter the appropriate
user DN.

If you want to delete a user DN definition, click the x icon for the desired user DN.
5

48

Click Save to save your changes without synchronizing to make your updates immediately, or click
Save & Sync to save your changes and synchronize to implement your updates immediately.

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Enable Your Load Balancers

7

If your deployment uses load balancers, re-enable secondary nodes and health checks.
The health checks for vRealize Automation vary according to version. For information, see
vRealize Automation Load Balancing Configuration Guide in the VMware vRealize ™ Automation
Information Center .

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

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Post-Upgrade Tasks for Upgrading
vRealize Automation 6.2.4 or 6.2.5

8

After you upgrade vRealize Automation 6.2.4 or 6.2.5, perform any required post-upgrade tasks.
This chapter includes the following topics:
n

“Port Configuration for High-Availability Deployments,” on page 51

n

“Enabling the Connect to Remote Console Action for Consumers,” on page 51

n

“Restore External Workflow Timeout Files,” on page 51

n

“Verify That vRealize Orchestrator Service Is Available,” on page 52

n

“Restore Embedded vRealize Orchestrator Endpoint,” on page 52

n

“Restore Changes to Logging in the app.config File,” on page 53

Port Configuration for High-Availability Deployments
After finishing an upgrade in a high-availability deployment, you must configure the load balancer to pass
traffic on port 8444 to the vRealize Automation appliance to support remote console features.
For more information, see the vRealize Automation Load Balancing Configuration Guide in the vRealize
Automation information center.

Enabling the Connect to Remote Console Action for Consumers
The remote console action for consumers is supported for appliances provisioned by vSphere in
vRealize Automation.
Edit the blueprint after you have upgraded the release and select the Connect to Remote Console action on
the Action tab.
For more information, see Knowledge Base article 2109706.

Restore External Workflow Timeout Files
You must reconfigure the vRealize Automation external workflow timeout files because the upgrade process
overwrites xmldb files.
Procedure
1

Open the external workflow configuration (xmldb) files on your system from the following directory.
\VMware\vCAC\Server\ExternalWorkflows\xmldb\.

2

VMware, Inc.

Replace the xmldb files with the files that you backed up before migration. If you do not have backup
files, reconfigure the external workflow timeout settings.

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3

Save your settings.

Verify That vRealize Orchestrator Service Is Available
After you upgrade to the latest version of VMware vRealize ™ Automation, you must verify the connection
between vRealize Automation and VMware vRealize ™ Orchestrator ™. Sometimes after upgrade you must
restore the connection.
Prerequisites
Log in to the vRealize Orchestrator configuration interface.
Procedure
1

Click Validate Configuration.

2

If the Authentication section has a green check, go to step 5.

3

If the Authentication section does not have a green check, perform the following steps to restore the
connection to vRealize Orchestrator .
a

Click Home.

b

Click Configure Authentication Provider.

c

In the Admin group text box, select Change, and choose a new Admin group that can be properly
resolved.
The vcoadmins group is available only at the default vsphere.local tenant. If you are using another
tenant for the vRealize Orchestrator, then you must select another group.

d

Click Save Changes, and if prompted, restart the vRealize Orchestrator server.

e

Click Home.

4

Repeat step 1 to confirm that the Authentication section still has a green check.

5

Click Home, and close the vRealize Orchestrator Control Center.

Restore Embedded vRealize Orchestrator Endpoint
If you add an embedded vRealize Orchestrator endpoint to a vRealize Automation 6.x deployment and
upgrade to the latest version of vRealize Automation, you must make changes to the vRealize Orchestrator
endpoint URL to restore the connection.
In vRealize Automation 6.x, the URL for the embedded vRealize Orchestrator is https://hostname:8281/vco. In
vRealize Automation 7.0 and later, the URL for an embedded vRealize Orchestrator changes to
https://hostname/vco. Because the 6.x URL does not change automatically when you upgrade to the latest
version, the system cannot find vRealize Orchestrator. Perform the following steps to fix this problem.
Prerequisites
n

Log in to the vRealize Automation console as an IaaS administrator.

Procedure

52

1

Select Infrastructure > Endpoints > Endpoints.

2

On the Endpoints page, point to the vRealize Orchestrator endpoint, and select Edit from the context
menu.

3

In the Address text box, edit the vRealize Orchestrator endpoint URL to remove :8281.

4

Click OK.

5

Manually start data collection on the vRealize Orchestrator, and verify that the collection is successful.

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Chapter 8 Post-Upgrade Tasks for Upgrading vRealize Automation 6.2.4 or 6.2.5

Restore Changes to Logging in the app.config File
The upgrade process overwrites changes you make to logging in the configuration files. After you finish an
upgrade, you must restore any changes you made before the upgrade to the app.config file .

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Troubleshooting the
vRealize Automation 6.2.4 or 6.2.5
Upgrade

9

The upgrade troubleshooting topics provide solutions to problems that you might encounter when
upgrading vRealize Automation 6.2.4 or 6.2.5.
This chapter includes the following topics:
n

“Migration of Identity Store Fails Because the Active Directory is not Synchronized,” on page 55

n

“Migration of Identity Store Fails Because of Incorrect Credentials,” on page 56

n

“Migration of Identity Store Fails With a Timeout Error Message,” on page 57

n

“Installation or Upgrade Fails with a Load Balancer Timeout Error,” on page 58

n

“Upgrade Fails for IaaS Website Component,” on page 58

n

“Manager Service Fails to Run Due to SSL Validation Errors During Runtime,” on page 60

n

“Log In Fails After Upgrade,” on page 60

n

“Catalog Items Appear in the Service Catalog But Are Not Available to Request,” on page 60

n

“User Migration Batch Files Are Ineffective,” on page 61

n

“PostgreSQL External Database Merge Is Unsuccessful,” on page 62

n

“Join Cluster Command Appears to Fail After Upgrading a High-Availability Environment,” on
page 62

n

“Upgrade Is Unsuccessful if Root Partition Does Not Provide Sufficient Free Space,” on page 63

n

“Backup Copies of .xml Files Cause the System to Time Out,” on page 64

n

“Delete Orphaned Nodes on vRealize Automation,” on page 64

n

“Upgrade Fails to Upgrade the Management Agent or Certificate Not Installed on a IaaS Node,” on
page 64

n

“Unable to Create New Directory in vRealize Automation,” on page 65

Migration of Identity Store Fails Because the Active Directory is not
Synchronized
The migration of identity store fails because a thousand plus groups in the Active Directory have not been
synchronized to the VMware Identity Manager utility directory.
Problem
The migration of identity store to the VMware Identity Manager utility fails.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

Cause
The problem occurs because more than thousand groups in the group base search domain name that have
not been synchronized to the VMware Identity Manager utility directory.
Solution
1

Log in the vRealize Automation appliance as a system administrator.

2

Create a local user for the default tenant.

3

Assign the local user the Tenant Administrator privileges.

4

Log out of the vRealize Automation appliance.

5

Log in the tenant with the local user credentials.

6

Select Administration > Directories Management > Directories.

7

Open the failed Active Directory domain.

8

Click Sync Settings to open a dialog with synchronization options.

9

Click the + icon to add a new line for group DN definitions and enter the appropriate group DN that
need to be synchronized.

10

Click Save & Sync to save your changes and synchronize to implement your updates immediately.

The VMware Identity Manager utility directory is synchronized to the thousand plus groups in the Active
Directory.
What to do next
Start the migration process.

Migration of Identity Store Fails Because of Incorrect Credentials
he migration of identity store fails because of incorrect Active Directory domain credentials or lack or user
permission.
Problem
The migration of identity store to the VMware Identity Manager utility fails.
Cause
The credentials of the Active Directory domain are incorrect. The problem also occurs when the user does
not have the permission to join the VMware Identity Manager utility to the Active Directory Domain.
Solution
1

Log in the vRealize Automation appliance as a system administrator.

2

Create a local user for the vsphere.local tenant.

3

Assign the local user the Tenant Administrator privileges.

4

Log out of the vRealize Automation appliance.

5

Log in the tenant with the local user credentials.

6

Select Administration > Directories Management > Connectors.

7

Click Join Domain to join the connector to a specific Active Directory domain.
The connector syncs user and group data between Active Directory and the Directories Management
service

8

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Enter the domain, domain username, and password for the active directory domain.

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Chapter 9 Troubleshooting the vRealize Automation 6.2.4 or 6.2.5 Upgrade

9

Click Save.
The Join Domain page is refreshed and displays a message that you are currently joined to the domain.

What to do next
Start the migration process.

Migration of Identity Store Fails With a Timeout Error Message
The timeout configuration does not adequately accommodate the migration process.
Problem
The migration of identity store fails with the following timeout error message.
vra-cafe:~/bin # ./migrate-identity-stores
Error: A JNI error has occurred, please check your installation and try again
Exception in thread "main" java.lang.NoClassDefFoundError:
com/vmware/identity/idm/InvalidArgumentException
at java.lang.Class.getDeclaredMethods0(Native Method)
at java.lang.Class.privateGetDeclaredMethods(Class.java:2701)
at java.lang.Class.privateGetMethodRecursive(Class.java:3048)
at java.lang.Class.getMethod0(Class.java:3018)
at java.lang.Class.getMethod(Class.java:1784)
at sun.launcher.LauncherHelper.validateMainClass(LauncherHelper.java:544)
at sun.launcher.LauncherHelper.checkAndLoadMain(LauncherHelper.java:526)
Caused by: java.lang.ClassNotFoundException: com.vmware.identity.idm.InvalidArgumentException
at java.net.URLClassLoader.findClass(URLClassLoader.java:381)
at java.lang.ClassLoader.loadClass(ClassLoader.java:424)
at sun.misc.Launcher$AppClassLoader.loadClass(Launcher.java:331)
at java.lang.ClassLoader.loadClass(ClassLoader.java:357)
... 7 more

Cause
The configuration timed out before the migration process could successfully complete.
Solution
1

Open a command-line prompt.

2

Open the executable migrate-identity-stores script.

3

Scroll to the bottom of the script and locate the execution of a java command.
For example, exec "$JAVACMD" $JAVA_OPTS -Xms256m -Xmx512m -Dverbose=false Dlog4j.configurationFile=log4j2.xml

4

Increase the system property value for the client socket timeout to one hour.
-Dclient.system.socket.timeout=3600000.

5

Run the migrate-identity-stores script on the Single-sign on 2.0 server.

What to do next
Start the migration process.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

Installation or Upgrade Fails with a Load Balancer Timeout Error
A vRealize Automation installation or upgrade for a distributed deployment with a load balancer fails with
a 503 service unavailable error.
Problem
The installation or upgrade fails because the load balancer timeout setting does not allow enough time for
the task to complete.
Cause
An insufficient load balancer timeout setting might cause failure. You can correct the problem by increasing
the load balancer timeout setting to 100 seconds or greater and rerunning the task.
Solution
1

Increase your load balancer timeout value to at least 100 seconds. For example, and depending on the
load balancer you are using, edit the load balancer timeout setting in your ssl.conf, httpd.conf or
other Web configuration file.

2

Rerun the installation or upgrade.

Upgrade Fails for IaaS Website Component
The IaaS upgrade fails and you cannot continue the upgrade.
Problem
The Iaas upgrade fails for the website component. The following error messages appear in the installer log
file.
n

System.Data.Services.Client.DataServiceQueryException:
An error occurred while processing this request. --->
System.Data.Services.Client.DataServiceClientException: 

n

 Description: An application error
occurred on the server. The current custom error settings for this application
prevent the details of the application error from being viewed remotely (for
security reasons). It could, however, be viewed by browsers running on the
local server machine.

n

Warning: Non-zero return code. Command failed.

n

Done Building Project "C:\Program Files
(x86)\VMware\vCAC\Server\Model Manager Data\DeployRepository.xml"
(InstallRepoModel target(s)) -- FAILED.

The following error messages appear in the repository log file.
n

[Error]: [sub-thread-Id="20"
context="" token=""] Failed to start repository service. Reason:
System.InvalidOperationException: Configuration section encryptionKey is not
protected
at

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DynamicOps.Common.Utils.EncryptionHelpers.ReadKeyFromConfiguration(Configuration
config)
at DynamicOps.Common.Utils.EncryptionHelpers.Decrypt(String value)
at DynamicOps.Repository.Runtime.CoreModel.GlobalPropertyItem.Decrypt(Func`2
decryptFunc)
at
DynamicOps.Common.Entity.ContextHelpers.OnObjectMaterializedCallbackEncryptable(Object
sender, ObjectMaterializedEventArgs e)
at
System.Data.Common.Internal.Materialization.Shaper.RaiseMaterializedEvents()
at
System.Data.Common.Internal.Materialization.Shaper`1.SimpleEnumerator.MoveNext()
at System.Linq.Enumerable.FirstOrDefault[TSource](IEnumerable`1 source)
at System.Linq.Queryable.FirstOrDefault[TSource](IQueryable`1 source)
at
DynamicOps.Repository.Runtime.Common.GlobalPropertyHelper.GetGlobalPropertyItemValue(Core
ModelEntities
coreModelContext, String propertyName, Boolean throwIfPropertyNotFound)
at
DynamicOps.Repository.Runtime.CafeClientAbstractFactory.LoadSolutionUserCertificate()
at
DynamicOps.Repository.Runtime.CafeClientAbstractFactory.InitializeFromDb(String
coreModelConnectionString)
at DynamicOps.Repository.Runtime.Common.RepositoryRuntime.Initialize().
Cause
Iaas upgrade fails when the creation date for the web.config file is the same as or later than the modified
date.
Solution
1

Log in to the IaaS website component server as administrator.

2

Change directories to the vRealize Automation installation folder ...\VMware\vCAC\ .

3

Start your preferred text editor with the Run as Administrator option.

4

Locate and select the web.config file and save the file to change its file modification date.

5

Examine the web.config file properties to confirm that the file modification date is later than the
creation date.

6

Upgrade IaaS.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

Manager Service Fails to Run Due to SSL Validation Errors During
Runtime
The manager service fails to run due to SSL validation errors.
Problem
The manager service fails with the following error message in the log:
[Info]: Thread-Id="6" - context="" token="" Failed to connect to the core database, will retry in
00:00:05, error details: A connection was successfully established with the server, but then an
error occurred during the login process. (provider: SSL Provider, error: 0 - The certificate
chain was issued by an authority that is not trusted.)

Cause
During runtime, the manager service fails to run due to SSL validation errors.
Solution
1

Open the ManagerService.config configuration file.

2

Update Encrypt=False on the following line: .

Log In Fails After Upgrade
You must exit the browser and log in again after an upgrade for sessions that use unsynchronized user
accounts.
Problem
After you upgrade vRealize Automation, the system denies access to unsynchronized user accounts at login.
Solution
Exit the browser and relaunch vRealize Automation.

Catalog Items Appear in the Service Catalog But Are Not Available to
Request
Catalog items that use certain property definitions from prior versions appear in the service catalog but are
not available to request after upgrading to the latest version of vRealize Automation.
Problem
If you upgraded from a 6.2.x or earlier version and you had property definitions with the following control
types or attributes, the attributes are missing from the property definitions and any catalog items that use
the definitions do not function the way that they did before you performed the upgrade.

60

n

Control types. Check box or link.

n

Attributes. Relationship, regular expressions, or property layouts.

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Chapter 9 Troubleshooting the vRealize Automation 6.2.4 or 6.2.5 Upgrade

Cause
In vRealize Automation 7.0 and later, the property definitions no longer use the attributes. You must
recreate the property definition or configure the property definition to use a vRealize Orchestrator script
action rather than the embedded control types or attributes.
Migrate the control type or attributes to vRealize Automation 7.0 using a script action.
Solution
1

In vRealize Orchestrator, create a script action that returns the property values. The action must return
a simple type. For example, return strings, integers, or other supported types. The action can take the
other properties on which it depends as an input parameter.

2

In vRealize Automation console, configure the product definition.
a

Select Administration > Property Dictionary > Property Definitions.

b

Select the property definition and click Edit.

c

From the Display advice drop-down menu, select Dropdown.

d

From the Values drop-down menu, select External Values.

e

Select the script action.

f

Click OK.

g

Configure the Input Parameters that are included in the script action. To preserve the existing
relationship, bind the parameter to the other property.

h

Click OK.

User Migration Batch Files Are Ineffective
After upgrading VMware vRealize ™ Automation from 6.2.x to 7.x, the administrator is unable to migrate
users with the provided utilities.
Problem
The migrate-identity-stores.bat or reassign-tenant-administrators.bat files do not migrate users after
upgrade.
Cause
This can happen when you install vRealize Automation in a non-default location.
Solution
1
2

Open a command prompt on the machine where you installed VMware vCenter Single Sign-On.
Change directories to the migration tool root\bin subfolder that is created when you open

vra_sso_migration.zip.

3

Open setenv.bat and change the drive letter in the VC_INSTALL_HOME variable to the drive letter
where you installed vRealize Automation: SET VC_INSTALL_HOME=Non-Default Drive
Letter:\Program Files\VMware.

4

Save your changes and close setenv.bat.

The batch files work as expected.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

PostgreSQL External Database Merge Is Unsuccessful
The external PostgreSQL database merge with the embedded PostgreSQL database does not succeed.
Problem
If the external PostgreSQL database version is newer than the embedded PostgreSQL database version, the
merge does not succeed.
Solution
1

Log in to the host for the PostgreSQL external database.

2

Run the psql --version command.
Note the PostgreSQL version for the external database.

3

Log in to the host for the PostgreSQL embedded database.

4

Run the psql --version command.
Note the PostgreSQL version for the embedded database.

If the external PostgreSQL version is newer than the embedded PostgreSQL version, contact support for
assistance to merge your external PostgreSQL database.

Join Cluster Command Appears to Fail After Upgrading a HighAvailability Environment
After you click Join Cluster in the management console on a secondary cluster node, the progress indicator
disappears.
Problem
When you use the vRealize Automation appliance management console after upgrade to join a secondary
cluster node to the primary node, the progress indicator disappears and no error or success message
appears. This behavior is an intermittent problem.
Cause
The progress indicator disappears because some browsers stop waiting for a response from the server. This
behavior does not stop the join cluster process. You can confirm that the join cluster process is successful by
viewing the log file at /var/log/vmware/vcac/vcac-config.log.

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Chapter 9 Troubleshooting the vRealize Automation 6.2.4 or 6.2.5 Upgrade

Upgrade Is Unsuccessful if Root Partition Does Not Provide Sufficient
Free Space
If sufficient free space is unavailable on the root partition of the vRealize Automation appliance host,
upgrade cannot proceed.
Solution
This procedure increases the free space on the Disk 1 root partition of the vRealize Automation appliance
host. In a distributed deployment, perform this procedure to increase the free space on each replica node
sequentially, and then increase the free space on the master node.
Note When you perform this procedure, you might see these warning messages:
n

WARNING: Re-reading the partition table failed with error 16:
Device or resource busy. The kernel still uses the old table. The
new table will be used at the next reboot or after you run
partprobe(8) or kpartx(8) Syncing disks.

n

Error: Partition(s) 1 on /dev/sda have been written, but we have been unable to inform the
kernel of the change, probably because it/they are in use. As a result, the old partition(s)
will remain in use. You should reboot now before making further changes.

Ignore the message You should reboot now before making further changes. If you reboot your system
before step 10, you corrupt the upgrade process.
Procedure
1

Power on the VMware vRealize ™ Automation appliance host virtual machine and log in as with a
secure shell connection as the root user.

2

Run the following commands to stop services.

3

a

service vcac-server stop

b

service vco-server stop

c

service vpostgres stop

Run the following command to unmount the swap partition.
swapoff -a

4

Run the following command to delete the existing Disk 1 partitions and create a 44-GB root
partition and a 6-GB swap partition.
(echo d; echo 2; echo d; echo 1; echo n; echo p; echo ; echo ; echo '+44G'; echo n; echo
p; echo ; echo ; echo ; echo w; echo p; echo q) | fdisk /dev/sda

5

Run the following command to change the swap partition type.
(echo t; echo 2; echo 82; echo w; echo p; echo q) | fdisk /dev/sda

6

Run the following command to set the Disk 1 bootable flag.
(echo a; echo 1; echo w; echo p; echo q) | fdisk /dev/sda

7

Run the following command to register the partition changes with the Linux kernel.
partprobe

If you see a message prompting you to reboot before you make further changes, ignore the
message. Rebooting the system before step 10 corrupts the upgrade process.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

8

Run the following command to format the new swap partition.
mkswap /dev/sda2

9

Run the following command to mount the swap partition.
swapon -a

10

Reboot the vRealize Automation appliance.

11

After the appliance reboots, run the following command to resize the Disk 1 partition table.
resize2fs /dev/sda1

12

To verify that the disk expansion is successful, run df -h and check that the available disk space
on /dev/sda1 is greater than 30 GB.

Backup Copies of .xml Files Cause the System to Time Out
vRealize Automation registers any file with an .xml extension in
the \VMware\vCAC\Server\ExternalWorkflows\xmldb\ directory. If this directory contains backup files
with an .xml extension, the system runs duplicate workflows that cause the system to time out.
Solution
Workaround: When you back up files in this directory, move the backups to another directory, or change the
extension of the backup file name to something other than .xml.

Delete Orphaned Nodes on vRealize Automation
An orphaned node is a duplicate node that is reported on the host but does not exist on the host.
Problem
When you verify that each IaaS and virtual appliance node is in a healthy state, you might discover that a
host has one or more orphaned nodes. You must delete all orphaned nodes.
Solution
1

Go to the management console for your virtual appliance by using its fully qualified domain name,
https://va-hostname.domain.name:5480.

2

Log in with the user name root and the password you entered when the appliance was deployed.

3

Select vRA settings > Cluster.

4

For each orphaned node in the table, click Delete.

Upgrade Fails to Upgrade the Management Agent or Certificate Not
Installed on a IaaS Node
Management Agent or Certificate is not upgraded on a IaaS node and error message appears in the
management console.
Problem
If the upgrade fails to upgrade on a IaaS node and error messages about the Management Agent or
Certificate appear in the management console, use these suggestions to troubleshoot the problem.

64

n

Check the Management Agent log on the affected node for errors.

n

Check if the Management Agent was auto-upgraded by examining the version number in Programs
and Features.

VMware, Inc.

Chapter 9 Troubleshooting the vRealize Automation 6.2.4 or 6.2.5 Upgrade

n

If the Management Agent is upgraded, ensure that its service is running.

n

If the Management Agent is upgraded and running, restart upgrade on the virtual appliance.

n

If the Management Agent is not upgraded, perform a manual upgrade of the Management Agent. Open
a browser and navigate to the VMware vRealize Automation IaaS Installation page on the vRealize
Automation appliance at https://virtual_appliance_host:5480/installer. Download and run the
Management Agent Installer. Restart upgrade on the virtual appliance.

n

If you plan to upgrade the IaaS components with the automatic upgrade shell script, make sure to
download the Management Agent installer shipped as a separate package on the vRealize Automation
7.2 download page. For information, see Knowledge Base Article 2147926.
Do not attempt to use Management Agent installer that is included in the vRealize Automation virtual
appliance.

Unable to Create New Directory in vRealize Automation
Trying to add new directory with the first sync connector fails.
Problem
This issue occurs due to a bad config-state.json file located in
usr/local/horizon/conf/states/VSPHERE.LOCAL/3001/.
For information about fixing this issue, see Knowledge Base Article 2145438.

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Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

66

VMware, Inc.

Index

A

L

active directory, add users 47
add users, active directory 47

license, update license key 28
load balancer times out before completion,
changing the load balancer timeout
setting 58
load balancers, enable 49
local user account, creating 29
log file, restore customization 53

B
blueprints
upgrade and roles 9
upgrading physical blueprints 12
upgrading vApp and vApp component
blueprints 10

C
CD-ROM drive updates 23
CEIP program 25
configuring
active directory credentials 56
directories management 55
migration identity store 55
timeout setting 57
connecting, Native Active Directory 30

E
endpoints
upgrading physical endpoints 12
upgrading vCloud endpoints 10
entitlements, upgrading 12
environment
backing up 17
saving 17
external workflow timeout files, restore 51

I
IaaS database, upgrading 35
IaaS installer, downloading 38
IaaS server
obtaining updates 38
shutting down services 21
updating 38
upgrading 35
identity appliance, upgrading to VMware Identity
Manager appliance 9
Identity Appliance, obtaining updates 22
identity stores, migrating 28
identity management 55
install updates, update license key 28

VMware, Inc.

M
manager service fails 60
migrating identity stores 28
MSSQL database, upgrading 35

N
Native Active Directory store, migrating 28
network and security, understanding multimachine blueprint upgrade 11
network profiles, upgrading 12

P
password, updating 27
post-upgrade, tasks for vRealize Automation
6.2.4 or 6.2.5 51
Postgres database, installing updates 33

R
Relaunch browser, post-upgrade 60
Remote console support, port configuration 51
replica mode, installing updates 33
reservations
upgrading physical reservations 12
upgrading vCloud reservations 10
roles, manually reassigning 28

S
Service catalog items, not available to
request 60
services, shutting down services 21
SSL validation errors 60
SSO password, migrating 27

T
tenant and IaaS administrators, migrating 31
troubleshooting
delete orphaned nodes on vRealize
Automation 7.0.1 64
IaaS upgrade fails 58
increase free space on the root partition 63

67

Upgrading from vRealize Automation 6.2.4 or 6.2.5 to 7.2

join cluster command appears to fail 62
system time out 64
unable to create new directory 65
ungrade fails to upgrade management
agent 64
unsuccessful PostgreSQL merge 62
Troubleshooting, migrate-identity-stores.bat 61
Troubleshooting, reassign-tenantadministrators.bat 61
Troubleshooting, unable to migrate users 61
Troubleshooting, migration batch files 61

U
updated information 5
Updates, installing for vRealize Automation
appliance 25
upgrade
considerations about source and target
items 9
increasing 6.2.4 or 6.2.5 hardware
resources 19
power on the entire system 20
shutting down 6.2.x machines 18
troubleshooting 55
upgrade IaaS components, upgrade shell
script 35
upgrade IaaS component, IaaS installer msi
package 37
upgrading
Advanced Service Design 13
Application Services 13
blueprint cost specifications 13
blueprints 10
checklist for upgrading vRealize
Automation 13
custom properties and groups 12
identity appliance 9
licensing 9
machine action entitlements 12
multi-machine blueprints 11
NSX network and security settings 11
physical blueprints 12
preparing for upgrade from 6.2.4 or 6.2.5 17
private network profiles 11, 12
roles 9
routed network profiles 12
vApp blueprints 10
vRealize Automation 6.2.4 or 6.2.5 7
vRealize Orchestrator 43
vRealize Orchestrator endpoints 52
vRealize Orchestrator external cluster 44
Upgrading, 6.2.x prerequisites 7

68

V
vCloud Automation Center Appliance
installing updates 25
obtaining updates 22
virtual appliances
obtaining updates 22
updating from a VMware repository 22
updating with ISO files 23
VMware Identity Manager, migrating 27, 28, 31
vRealize Orchestrator, updating for vRealize
Automation 7.2 43
vRealize Automation appliance, installing 7.2
updates 25
vRealize Orchestrator migration, to vRealize
Automation 7.2 43
vRealize Orchestrator service, verifying 52
vSphere remote console support, modifying
blueprints 51

W
Website upgrade fails 58

VMware, Inc.



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