1.2 Sequential Upgrade Tasks

To upgrade your Forge appliance, you need to perform the following tasks in order:

  1. Ensure that no replications are currently running or are scheduled to run during the upgrade. For more information, see Section 1.3, Phase 1: Preparing Forge for the Upgrade.

  2. Save the current state of the management VM. For more information, see Section 1.4, Phase 2: Backing Up the Forge Management VM.

  3. Copy and run the required setup executable locally within the Forge Management VM. For more information, see Section 1.5, Phase 3: Upgrading Forge Software.

  4. Verify proper operation of the appliance after the upgrade. For more information, see Section 1.6, Phase 4: Verifying the Forge Upgrade.

  5. Upgrade instances of the Portability Suite Client software. For more information, see Section 1.7, Phase 5: Upgrading Portability Suite Client Software.

    NOTE:PlateSpin PowerConvert is now PlateSpin Portability Suite. Prior to upgrading, instances of PowerConvert need to be upgraded to the current version of Portability Suite. For failback, Portability Suite is no longer required, as this functionality is now built-in to the Forge appliance, but it is still required for driver management.

  6. Upgrade BBT contracts (reboot required).

1.2.1 Before Starting the Upgrade

During the upgrade, you will need:

  • A Web browser supported by the Forge appliance. (see in the PlateSpin Forge User Guide).

  • IP addresses and appropriate credentials for:

    • The Forge appliance (Forge Web Interface and Forge Management VM)

    • The Forge Appliance Host (VMware ESX server)

1.2.2 Installing the VMware Infrastructure Client

To download and install the VIC, follow these steps:

  1. To open a Web browser and navigate to the VMware ESX Server’s Welcome page: in your browser’s Internet address bar, type http:// followed by the ESX Server’s IP address, then press Enter.

  2. Click the Download VMware Infrastructure Client link, then follow the instructions to download and install the software.