# US 12,007,859 B2 · Lifecycle management of virtual infrastructure management server appliance > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 12,007,859 B2 - Document ID: US12007859B2 - Status: Granted - Kind: B2 - Application number: 17/670,544 - Filed: 2022-02-14 - Published: 2023-06-22 - Granted: 2024-06-11 - Earliest claimed: 2021-12-18 - Assignees: VMware, Inc. - Applicants: Vmware, Inc. - Inventors: Ivaylo Radoslavov Radev; Akash Kodenkiri; Anil Narayanan Nair; Ammar Rizvi; Niharika Narasimhamurthy; Krishnendu Gorai - Web page: https://patentgrep.com/patent/US12007859B2 ## CPC - G06F 8/65: Updates (security arrangements therefor G06F21/57) - G06F 11/2069: {Management of state, configuration or failover} - G06F 8/63: {Image based installation; Cloning; Build to order} - G06F 8/71: Version control (security arrangements therefor G06F21/57); Configuration management - G06F 9/5072: {Grid computing} - G06F 11/1451: {by selection of backup contents} - G06F 11/1464: {for networked environments} - G06F 11/2023: {Failover techniques} - G06F 2201/815: Virtual - G06F 2201/84: Using snapshots, i.e. a logical point-in-time copy of the data - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) ## Abstract A method of upgrading a VIM server appliance includes: creating a snapshot of logical volumes mapped to physical volumes that store configuration and database files of virtual infrastructure management (VIM) services provided by a first VIM server appliance to be upgraded; after the snapshot is created, expanding the configuration and database files to be compatible with a second VIM server appliance; replicating the logical volumes which have been modified as a result of expanding the configuration and database files, in the second VIM server appliance; after replication, performing a switchover of VIM services that are provided, from the first VIM server appliance to the second VIM server appliance; and upon failure of any of the steps of expanding, replicating, and performing the switchover, aborting the upgrade, and reverting to a version of the configuration and database files that was preserved by creating the snapshot. ## Claims ### Claim 1 A method of upgrading a virtual infrastructure management (VIM) server appliance, said method comprising: creating by a first VIM server appliance, which is the VIM server appliance to be upgraded, a snapshot of logical volumes mapped to physical volumes that store configuration and database files of VIM services provided by the first VIM server appliance; after the snapshot is created, expanding by the first VIM server appliance, the configuration and database files to be compatible with a second VIM server appliance; replicating the logical volumes of the first VIM server appliance, which have been modified as a result of expanding the configuration and database files, in the second VIM server appliance; after replication, performing a switchover of VIM services that are provided, from the first VIM server appliance to the second VIM server appliance so that the VIM services are provided by the second VIM server appliance after the switchover; and upon failure of any of the steps of expanding, replicating, and performing the switchover, aborting the upgrade, and reverting to a version of the configuration and database files that was preserved by creating the snapshot. ### Claim 2 (depends on 1) The method of claim 1, wherein the VIM services are provided to a plurality of clusters of hosts, including a cluster that includes a first host on which the first VIM server appliance is running and a second host on which the second VIM server appliance is running. ### Claim 3 (depends on 2) The method of claim 2, further comprising: downloading an image of the second VIM server appliance from a cloud repository; and deploying the second VIM server appliance on the second host using the downloaded image. ### Claim 4 (depends on 3) The method of claim 3, wherein the cluster further includes a third host on which a gateway appliance is running, and the gateway appliance has an agent of cloud services running therein to retrieve instructions from the cloud services, including an instruction to upgrade the VIM server appliance. ### Claim 5 (depends on 1) The method of claim 1, further comprising: after the switchover, at the second VIM server appliance, contracting the configuration and database files to be compatible with the second VIM server appliance and no longer compatible with the first VIM server. ### Claim 6 (depends on 5) The method of claim 5, further comprising: if after the switchover, an error in the second VIM server appliance is detected, performing a switchover back to the first VIM server appliance, and at the first VIM server appliance, reverting to a version of the configuration and database files that was preserved by creating the snapshot. ### Claim 7 (depends on 1) The method of claim 1, wherein the first and second VIM server appliances are virtual machines each including one or more virtual disks that store the configuration and database files. ### Claim 8 A non-transitory computer readable medium comprising instructions to be executed in a computer system to carry out a method of upgrading a virtual infrastructure management (VIM) server appliance, said method comprising: creating by a first VIM server appliance, which is the VIM server appliance to be upgraded, a snapshot of logical volumes mapped to physical volumes that store configuration and database files of VIM services provided by the first VIM server appliance; after the snapshot is created, expanding by the first VIM server appliance, the configuration and database files to be compatible with a second VIM server appliance; instructing the second VIM server appliance to replicate the logical volumes of the first VIM server appliance, which have been modified as a result of expanding the configuration and database files; after replication, performing a switchover of VIM services that are provided, from the first VIM server appliance to the second VIM server appliance so that the VIM services are provided by the second VIM server appliance after the switchover; and upon failure of any of the steps of expanding, replicating, and performing the switchover, aborting the upgrade, and reverting to a version of the configuration and database files that was preserved by creating the snapshot. ### Claim 9 (depends on 8) The non-transitory computer readable medium of claim 8, wherein the VIM services are provided to a plurality of clusters of hosts, including a cluster that includes a first host on which the first VIM server appliance is running and a second host on which the second VIM server appliance is running. ### Claim 10 (depends on 9) The non-transitory computer readable medium of claim 9, wherein said method further comprises: deploying the second VIM server appliance on the second host using an image of the second VIM server appliance that is downloaded from a cloud repository. ### Claim 11 (depends on 10) The non-transitory computer readable medium of claim 10, wherein the method is carried out in response to an instruction to upgrade the VIM server appliance received from a gateway appliance, which has an agent of cloud services running therein to retrieve instructions from the cloud services, including the instruction to upgrade the VIM server appliance. ### Claim 12 (depends on 11) The non-transitory computer readable medium of claim 11, wherein the cluster further includes a third host on which the gateway appliance is running. ### Claim 13 (depends on 8) The non-transitory computer readable medium of claim 8, wherein the first and second VIM server appliances are virtual machines each including one or more virtual disks that store the configuration and database files. ### Claim 14 A computer system including a cluster of hosts that are programmed to carry out a method of upgrading a virtual infrastructure management (VIM) server appliance, said method comprising: creating by a first VIM server appliance, which is the VIM server appliance to be upgraded, a snapshot of logical volumes mapped to physical volumes that store configuration and database files of VIM services provided by the first VIM server appliance; after the snapshot is created, expanding by the first VIM server appliance, the configuration and database files to be compatible with a second VIM server appliance; replicating the logical volumes of the first VIM server appliance, which have been modified as a result of expanding the configuration and database files, in the second VIM server appliance; after replication, performing a switchover of VIM services that are provided, from the first VIM server appliance to the second VIM server appliance so that the VIM services are provided by the second VIM server appliance after the switchover; and upon failure of any of the steps of expanding, replicating, and performing the switchover, aborting the upgrade, and reverting to a version of the configuration and database files that was preserved by creating the snapshot. ### Claim 15 (depends on 14) The computer system of claim 14, wherein the cluster of hosts include a first host on which the first VIM server appliance is running and a second host on which the second VIM server appliance is running, and the VIM services are provided to the cluster of hosts and other clusters of hosts. ### Claim 16 (depends on 15) The computer system of claim 15, wherein the method further comprises: downloading an image of the second VIM server appliance from a cloud repository; and deploying the second VIM server appliance on the second host using the downloaded image. ### Claim 17 (depends on 16) The computer system of claim 16, wherein the cluster of hosts further include a third host on which a gateway appliance is running, and the gateway appliance has an agent of cloud services running therein to retrieve instructions from the cloud services, including an instruction to upgrade the VIM server appliance. ### Claim 18 (depends on 14) The computer system of claim 14, wherein the method further comprises: after the switchover, at the second VIM server appliance, contracting the configuration and database files to be compatible with the second VIM server appliance and no longer compatible with the first VIM server. ### Claim 19 (depends on 18) The computer system of claim 18, wherein the method further comprises: if after the switchover, an error in the second VIM server appliance is detected, performing a switchover back to the first VIM server appliance, and at the first VIM server appliance, reverting to a version of the configuration and database files that was preserved by creating the snapshot. ### Claim 20 (depends on 14) The computer system of claim 14, wherein the first and second VIM server appliances are virtual machines each including one or more virtual disks that store the configuration and database files.