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How to Converge an Existing vSphere Environment to VCF 9.1 (VCF 9.1 Deployment Series, Part 15)

A step by step guide to converge a standalone vSphere 8.0 Update 3 environment into a VCF 9.1 management domain with the VCF Installer, covering prerequisites, the convert wizard, fresh NSX, and validation.

VCF 9.1 Deployment · Part 15 of 17
Pathway type: Scenario, optional. Converge is one of three supported ways into VCF 9.1, alongside a greenfield build and an import into an existing fleet.
What it does: Converge takes an existing standalone vSphere environment and turns the whole vCenter, with all of its clusters, into a VCF 9.1 management domain in place.
Depends on: An eligible vSphere 8.0 Update 3 environment, a deployed VCF Installer appliance, and free capacity for the new NSX and management appliances. NSX, SDDC Manager, VCF Operations and Fleet Manager stay mandatory in any VCF 9.1 deployment, so converge deploys whichever of them you do not already run.
TL;DR
  • Converge reuses an existing vCenter and its ESX hosts. Your running virtual machines stay in place, and downtime is minimal.
  • Source floor for VCF 9.1 converge is vSphere 8.0 Update 3a through 8.0 Update 3i. Version 8.0 Update 3j is import only, not converge.
  • An existing NSX Manager attached to the vCenter blocks converge. NSX is deployed fresh during the conversion, as one node or as a three node cluster.
  • Minimum host count for a management domain conversion is four, with vSAN or supported external storage on the cluster.
  • Each NSX Manager uses the Medium form factor, six vCPU and twenty four GB of memory. SDDC Manager and VCF Operations are sized by the installer.
  • Key steps: check eligibility, remediate versions, prepare records, run the VCF Installer convert workflow, deploy NSX and the management components, then validate.

You will convert a standalone vSphere environment into a VCF 9.1 management domain without rebuilding it. You start with a vCenter that already runs your workloads, and you finish with that same vCenter managed by SDDC Manager and VCF Operations, with NSX deployed and the fleet under lifecycle control. Converge suits you when no VCF fleet exists yet, or when you want an additional management domain built from hardware you already own. If a fleet already exists and you only want to add the vCenter as a workload domain, use import instead.

Before you touch the installer, get the source environment to a supported state and stage every network record. Read the VCF 9.1 network, DNS and NTP setup guide for the record set this process expects, and confirm the appliance from the VCF Installer appliance deployment guide is already running on a reachable management network.

Prerequisites

Confirm each item below on the source environment before you start. A missed prerequisite is the most common cause of a stalled conversion.

ItemRequirementNotes
vCenter and ESX versionvSphere 8.0 Update 3a to 8.0 Update 3iVersion 8.0 Update 3j is import only
Host countFour or more in the clusterMinimum for a management domain conversion
StoragevSAN or supported external storagevSAN gives the full stack
NSXNone attached to the vCenterFresh NSX is deployed during converge
Enhanced Linked ModeDeactivatedNot supported in VCF 9.1
Cluster lifecyclevLCM imageBaselines are not supported
VCF InstallerDeployed and reachableDrives the whole workflow
Note: Plan spare capacity before you start. Converge adds the NSX Managers, SDDC Manager and the VCF Operations node on top of your running workloads, so the cluster needs headroom in CPU, memory and storage for those appliances. A three node NSX cluster together with the management components consumes a meaningful slice of a small cluster, so size the source hardware with that overhead in mind. Confirm you hold a valid VCF 9.1 subscription with enough cores for the converged domain, since licensing is assigned centrally in VCF Operations once the conversion finishes. Take a fresh backup of the vCenter and note every custom setting, so you can compare configuration before and after the conversion.
Existing vSphere vCenter and ESX hosts VCF Installer runs the convert workflow VCF 9.1 Domain SDDC Manager, VCF Operations and NSX

Step 1, confirm the source environment is eligible

Match your current versions against the VCF 9.1 converge floor first, because the installer refuses an out of band source.

  1. Log in to the source vSphere Client as an administrator.
  2. Open Menu, then Administration, then Deployment, and note the vCenter build number.
  3. Confirm vCenter and ESX sit between vSphere 8.0 Update 3a and 8.0 Update 3i.
  4. Confirm no cluster runs vSphere 8.0 Update 3j, which converge does not accept.
  5. Confirm the target cluster has at least four hosts with vSAN or supported external storage.
  6. Record every cluster name, since converge brings all clusters into one management domain.

Step 2, remediate versions and cluster images

Fix anything outside the supported band, and move each cluster off baselines, since VCF 9.1 manages hosts with images only.

  1. In the vSphere Client, open each cluster, then Updates, then Image.
  2. Click Convert to an Image if the cluster still uses baselines.
  3. Select one existing host as the image source and click Save.
  4. Patch vCenter and ESX to a supported 8.0 Update 3 level if any host is below 8.0 Update 3a.
  5. Re run the cluster compliance check and confirm every host reports compliant.

Step 3, deactivate Enhanced Linked Mode

Enhanced Linked Mode is not supported in VCF 9.1, so break it before you convert.

  1. Confirm whether the vCenter joins Enhanced Linked Mode under Administration, then System Configuration.
  2. Follow the documented deactivation procedure to isolate the vCenter without downtime.
  3. Wait for the replication partners to drop, then confirm the vCenter is standalone.

Step 4, prepare network, DNS and NTP records

Stage forward and reverse records for every new appliance, because the installer prechecks both directions.

  1. Reserve management IP addresses for the NSX Manager or managers, SDDC Manager and VCF Operations.
  2. Create a forward A record for each new appliance FQDN.
  3. Create a matching reverse PTR record for each IP address.
  4. Point every appliance at the same NTP source used by the existing vCenter.
  5. Verify forward and reverse lookups resolve from the VCF Installer appliance.

Step 5, reach the VCF Installer appliance

You drive converge from the installer, so confirm it is running and reachable on the management network.

  1. Open a browser to the VCF Installer UI at its FQDN.
  2. Log in with the installer administrator account.
  3. Confirm the appliance resolves the source vCenter FQDN.
  4. Confirm outbound access to the software depot for any binaries the conversion pulls, as covered in the VCF Management Services and license server guide.

Step 6, start the convert workflow

Pick the path that reuses an existing vCenter rather than a greenfield management domain build.

  1. On the VCF Installer home page, click Deploy.
  2. Choose the option to convert or reuse an existing vCenter Server, not a new deployment.
  3. Accept the end user license agreement and click Next.
  4. On the General information page, enter a name for the management domain.
  5. Select whether this converge starts a new fleet or joins an existing fleet, then click Next.

Step 7, enter existing vCenter and host details

Give the installer access to the source vCenter so it can inventory clusters and hosts.

  1. On the vCenter Server page, enter the source vCenter FQDN.
  2. Enter the single sign on administrator account and password.
  3. Confirm SSH is enabled on the vCenter, which the converge workflow requires.
  4. Click Connect and wait for the installer to list the discovered clusters.
  5. Confirm all clusters and hosts appear, then click Next.

Step 8, configure the new NSX deployment

Converge cannot reuse an attached NSX, so define a fresh NSX deployment here.

  1. On the NSX page, choose a deployment model of one node for a lab or three nodes for production.
  2. For a three node cluster, enter the FQDN and IP for each NSX Manager and a cluster virtual IP.
  3. Select the Medium form factor for a management domain, which is six vCPU and twenty four GB of memory per manager.
  4. Enter the NSX admin and audit passwords.
  5. Enter the overlay and uplink details for the transport nodes, then click Next.

Step 9, configure VCF Operations and SDDC Manager

Supply details for the mandatory management components that converge deploys alongside NSX.

  1. On the VCF Operations page, enter the FQDN and IP for the VCF Operations node.
  2. Set the VCF Operations administrator password.
  3. Enter the SDDC Manager FQDN, IP and password.
  4. Accept the installer sized appliance form factors unless you have a documented reason to change them.
  5. Review the license or subscription assignment for the new fleet, then click Next.

Step 10, run validation and start the conversion

Let the installer precheck the plan, fix any flagged item, then commit.

  1. Click Validate to run prechecks against DNS, NTP, versions, storage and IP availability.
  2. Read each warning and error, then correct the source or the records where flagged.
  3. Click Retry until validation reports success across every check.
  4. On the Review page, confirm every value, then click Deploy to start the conversion.
  5. Keep the browser open and watch the task list until every subtask reports success.
flowchart TD
A[Check source eligibility] --> B[Remediate versions and images]
B --> C[Deactivate Enhanced Linked Mode]
C --> D[Prepare DNS and NTP records]
D --> E[Run VCF Installer convert workflow]
E --> F[Deploy NSX and management components]
F --> G[Validate the management domain]

NSX Manager sizing for converge

Deployment modelNode countForm factorUse
Single node1Medium, six vCPU and 24 GBLab and proof of concept
High availability3 plus a cluster VIPMedium, six vCPU and 24 GB eachProduction management domain

Convert wizard fields and example values

FieldExample valueWizard page
Management domain namemgmt_domain_01General information
Source vCenter FQDNvcenter.corp.example.comvCenter Server
Single sign on adminadministrator@vsphere.localvCenter Server
NSX deployment modelThree nodesNSX
NSX cluster VIPnsxvip.corp.example.comNSX
VCF Operations FQDNops.corp.example.comVCF Operations
SDDC Manager FQDNsddc.corp.example.comVCF Operations

Verify the conversion

Confirm the converge finished cleanly before you hand the environment to operations.

  1. In the VCF Installer, confirm all conversion subtasks show a green success state.
  2. Log in to SDDC Manager and confirm the new management domain and its clusters appear.
  3. Open VCF Operations and confirm the vCenter, NSX and every host show in inventory.
  4. In NSX Manager, confirm the manager cluster status reads Stable.
  5. In VCF Operations, confirm the fleet shows the licensing subscription and core allocation.

Common errors and fixes

Precheck fails on vSphere version. Converge rejects a source outside vSphere 8.0 Update 3a to 8.0 Update 3i. Patch vCenter and ESX into that band, and avoid 8.0 Update 3j, which is import only. Re run the validation after patching.

Converge refuses because an NSX Manager is attached. An existing NSX cannot be converged. Detach or remove the existing NSX from the vCenter, then let the installer deploy a fresh NSX during the conversion.

Validation flags Enhanced Linked Mode. VCF 9.1 does not support Enhanced Linked Mode. Deactivate it on the vCenter using the documented no downtime procedure, then re run validation.

Reverse lookup missing for a new appliance. A precheck fails when a PTR record is absent for an NSX, SDDC Manager or VCF Operations IP address. Add the missing PTR record, confirm it resolves, then retry.

Common questions

Downtime for running virtual machines during a converge

Running virtual machines stay online during converge. Conversion mainly deploys and configures missing components. Any host or component you upgrade to meet the prerequisites needs its own maintenance window, so use maintenance mode and vMotion to move workloads while you remediate.

Whether an existing NSX deployment can be reused

No. Converge deploys a new NSX instance and does not adopt an attached one. Plan to remove the existing NSX first, and size the fresh deployment as a single node for a lab or a three node cluster for production.

Storage required on the management cluster

vSAN gives the full SDDC stack and is the common choice for a management domain. VCF 9.1 also supports external principal storage such as Fibre Channel and NFS, so a cluster on supported external storage can also converge.

Difference between converge and import

Converge builds a management domain from a vCenter when no fleet exists yet, or adds another management domain. Import adds an existing vCenter as a workload domain into a fleet that already runs. Import has a lower version floor and does not deploy a new management stack.

What happens to Enhanced Linked Mode

Enhanced Linked Mode must be deactivated before converge. VCF Operations takes over the cross vCenter visibility that Enhanced Linked Mode used to provide, so you do not lose a single pane view after conversion.

References

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Architect’s Toolkit

About the Author

Dr. Pranay Jha is a Cloud and AI Consultant with 18+ years of experience in hybrid cloud, virtualization, and enterprise infrastructure transformation. He specializes in VMware technologies, multi-cloud strategy, and Generative AI solutions. He holds a PhD in Computer Applications with research focused on Cloud and AI, has published multiple research papers, and has been a VMware vExpert since 2016 and a VMUG Community Leader.

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