When you upgrade Orchestrator, elements with a higher version number silently overwrite the elements stored in the Orchestrator database.

For example, if you have edited any standard workflows, actions, policies, Web views, or configuration elements and you import a package containing the same elements with a higher version number, your changes to the elements are lost. To make modified and custom elements available after the upgrade, you must export them in a package before you start the upgrade procedure.

1

Log in to the Orchestrator client application.

2

Create a package that contains all the Orchestrator elements that you created or edited.

a

In the Orchestrator client, click the Packages view.

b

Click the menu button in the title bar of the Packages list and select Add package.

c

Name the new package and click OK.

The syntax for package names is domain.your_company.folder.package_name. For example, com.vmware.myfolder.mypackage.

d

Right-click the package and select Edit.

e

Add a description for the package in the General tab.

f

From the Workflows tab add workflows to the package.

g

(Optional) Click the Policies, Actions, Web View, Configurations, Resources, and Used Plug-Ins tabs to add policy templates, actions, Web views, configuration elements, resource elements, and plug-ins to the package.

3

Export the package.

a

Right-click the package to export and select Export package.

b

Browse to select a location in which to save the package and click Open.

c

(Optional) Sign the package with a specific certificate.

d

(Optional) Impose restrictions on the exported package.

e

(Optional) Deselect the Export version history check box if you do not want to export the version history of the package.

f

Click Save.

The upgrade procedure cannot affect the Orchestrator elements that you modified or created.

You can upgrade Orchestrator and restore the configuration by using the data migration tool. After the upgrade, import the package that contains your custom elements and confirm the import of elements with lower version numbers. For details about importing a package, see Administering VMware vCenter Orchestrator.