Planned Activity Precheck Review Case for VMware Identity Manager

Products

VCF Operations/Automation (formerly VMware Aria Suite)

Issue/Introduction

Note: The Planned Activity Precheck Review outlined in this KB is available only to Advanced Support customers with a Support Account Manager (SAM) and/or Dedicated/Designated Support Engineer (DTSE/DSE).

The Planned Activity Precheck Review is provided on a best effort basis and is intended to assist with identified issues and precheck failures. While Broadcom Support strives to highlight potential risks, this review is not exhaustive and may not identify all issues or environment-specific considerations. It is not a commitment to participate during the planned activity nor is it a certification or validation of a runbook. The customer remains responsible for validating their activity plan and ensuring their environment is fully prepared for the change.

Prerequisites before opening a Planned Activity Precheck Review for VMware Identity Manager:

Cases must be opened 10 business days in advance of the upgrade window.
Cases should be opened as Low-P4.
Collect the Identity Manager log bundle and upload to the new case.
If this is for a 3-node cluster, upload the resulting log file of the vIDM Cluster Validation Script.
Read the target version Release Notes and be aware of Known Issues.
If this is a VCF environment, open a proactive Case with VCF Support.
Validate there are good backups that can successfully be restored of VMware Identity Manager.

VMware by Broadcom Support will:

Ensure pre-check issues are resolved.
Validate the target version and advise if a newer one is available.
Review provided logs for known issues that may impact the upgrade.
If a Planned Activity Precheck Review case is not raised with sufficient notice of 10 days, it may not be possible to offer log review and precheck resolution within the planned timeframe.
Once the review is complete, the Planned Activity Precheck Review case will be closed.
- Two days prior to the upgrade, either you or your SAM/DTSE/DSE will open a maintenance case. This case will track the upgrade and can be uplifted to a Critical - P1 in the event of a production down outage during the upgrade.
- The next available support engineer will engage with you. Broadcom will not be able to provide dedicated support to be on standby during the activity.

Note: After support engineer has reviewed the template, further information might be requested from the deployment (screenshots, command outputs, support bundles, etc.)

Please complete the following template when opening the Case:

Upgrade Date & Time:
VMware Identity Manager from version:
VMware Identity Manager to version:
VCF from version:
VCF to version:
Good Backup Available?:
2 or more upgrade paths required?

Upgrade Recommendations:

Schedule a maintenance window for the entire upgrade so that VMs can be powered off to make backups.
Make sure there are good backups just prior to the upgrade, a good backup is one that restores have been tested and everything boots as expected.
Powered off snapshots can provide a quick rollback point and are also required before starting the upgrade.
Prepare a contingency plan to allow the upgrade maintenance window to be extended should a failure occur.
Have full cold backups of the nodes in case a roll back is necessary if the upgrade is unable to be completed before the maintenance window.
If 2 or more upgrade should be performed in line, take the latest snapshots after last upgrade completed.
If an upgrade failure occurs, please request an uplift in case severity.

Resolution

Open a Low - P4, Planned Activity Precheck Review case via Broadcom Support portal.

The purpose of a Planned Activity Precheck Review case is to prepare in advance for the VMware Identity Manager upgrade.

If an issue is experienced during upgrade that causes a production down outage, Advanced Support customers should uplift the severity of the case to a Critical - P1.

This is not an exhaustive health check of the environment. If this is required, engage VMware by Broadcom Professional Services.

Additional Information

For further Planned Activity Precheck Review guidance, please see the Planned Activity Precheck Review - Broadcom Advanced Support KB which details the process and includes all VCF specific products this is offered for.