Before Upgrading Zerto

 

Before upgrading to a new version, either by installing the new version over the existing version or by uninstalling the existing version and then installing the new version, Zerto recommends doing the following:

Clear the Microsoft Internet Explorer cache of temporary Internet files. Not clearing the cache of temporary files can result in problems when accessing the Zerto Virtual Manager. In vSphere environments, this would be via the vSphere Client console.
Make sure that all VPGs are in the state Protecting, and not in a sync state, such as Delta Sync, or in an error state, such as Needs Configuration.
Make sure that the external ZVM SQL server database recovery model is configured to Simple.
Complete any recovery operation before starting the upgrade.
Create a backup of the machine where the Zerto Virtual Manager runs, which you will use if the upgrade fails. Zerto recommends taking a snapshot of the machine after stopping the Zerto Virtual Manager service.
Make sure the permission level of the VM running the ZCA is set using IAM Roles. See Setting EC2 Instance Permissions in AWS.
Make sure Managed Identities on the VM running the ZCA is enabled and the permission level is set to Contributor, or greater, at the Subscription level. See Enabling Managed Identities and Setting Mandatory Permissions in Azure.
Note: The snapshot should only be used to rollback to the pre-upgrade state immediately after the upgrade has completed. The snapshot should not be used after the protection of virtual machines has restarted.

The installation procedure checks for an existing installation that is either one version lower than the new version or is the same version. If an installation is found you can upgrade the installation.