Guidelines to Upgrading Zerto

Before upgrading, review the following documents for compatibility:

Product Version Lifecycle Matrix for Zerto
Zerto Interoperability Matrix
Zerto Scale and Benchmarking Guidelines

Then, review the following considerations:

Zerto recommends upgrading to the latest version of Zerto that supports the environment you are using. See the Zerto Interoperability Matrix for the list of environments supported by this version of Zerto.
The order you upgrade the sites, protected or recovery, is not relevant as long as paired sites remain only one version apart, that is, only one version higher or lower.
When upgrading from versions prior to Zerto 6.0U2, changing the Journal Size Hard Limit requires restarting the VRAs.
During an upgrade from v6.0x to v6.5, all back up and repositories configurations are deleted.
Note: Upgrade releases are considered to be upgrades of the same version. Releases 6.0, 6.0U1, etc., are the same version.
The following table shows what version you can upgrade to, based on the current version running at the site:
Current Version: Can Upgrade to:
5.5, 5.5Ux 6.0Ux
6.0, 6.0Ux 6.5Ux
6.5, 6.5Ux 7.0Ux
7.0, 7.0Ux 7.5Ux
You do not need to move workloads during an upgrade.
When upgrading a protected vSphere or Hyper-V environment, after the upgrade, a bitmap sync is performed for VPGs on the protected VRA.
In a Hyper-V environment, SCVMM 2016 is supported on Zerto installations from version 6.0x.
Zerto Cloud Appliance is supported for Azure and AWS (ZCA) on:
Windows 2016
Windows 2012R2
A Zerto Virtual Manager can be used with a different version on another site, as long as the other version is only one version higher or lower.
You can upgrade from version N to the next version (N+1) of Zerto including to any update within the current version. You cannot do an N+2 upgrade directly.

The following table shows what versions can be used on a peer site, based on the version on the current site.

Version (N-1) Current Version (N) Version (N+1)
5.0, 5.0Ux 5.5, 5.5Ux 6.0, 6.0Ux
5.5, 5.5Ux 6.0, 6.0Ux 6.5, 6.5Ux
6.0, 6.0Ux 6.5, 6.5Ux 7.0

See the following sections:

Upgrading Multiple Sites Running Different Versions
Upgrading the Current Installation
Upgrading Environments Using Zerto Cloud Manager