VMware Carbon Black · March 10, 2025

Upgrading Carbon Black: Best Practices and Step-by-Step Guide for VMware Environments

Introduction: Upgrading Carbon Black in VMware environments requires careful planning, especially when managing large-scale deployments. This blog will guide administrators through the entire process, from initial preparation to post-upgrade validation, ensuring minimal disruption to security operations during the upgrade.

Pre-Upgrade Checklist: Before performing any upgrade, it’s essential to perform due diligence:

  • Compatibility Check: Ensure that the version of Carbon Black being upgraded to is compatible with your VMware environment (vSphere, vCenter, Horizon, etc.).

  • Backup and Rollback Plan: Always back up your current configuration and have a rollback plan in place to revert to a previous version if the upgrade fails.

  • Review Release Notes: Carbon Black often introduces new features and deprecates old ones with each release. Administrators must carefully review release notes for any breaking changes or new configuration requirements.

The Upgrade Process:

  1. Upgrading Carbon Black Cloud: This section will walk through the process of upgrading Carbon Black in VMware environments, including updating agent versions, configuring the Carbon Black cloud platform, and managing dependencies.

  2. Upgrading the Carbon Black Agent: Detailed instructions on how to upgrade Carbon Black agents across ESXi hosts and VMs, ensuring that agents are properly updated without causing service disruptions.

  3. Post-Upgrade Validation: After upgrading, it’s crucial to verify that Carbon Black is functioning correctly. We will cover how to check agent connectivity, ensure that security policies are applied correctly, and validate that there are no issues with VM performance post-upgrade.