Update Manager

How to Create Baseline in VMware Update Manager

VMware Update Manager uses baselines to check for Upgrade or Patch Compliance with ESXi Hosts, Virtual Machines & Virtual Appliances. It means that once you create baseline you can validate it against the current configuration of ESXi hosts so you can find that ESXi host is compliant or not. So in this post we will see on How you can create Baseline in Update Manager.

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When you scan hosts, virtual machines, and virtual appliances, you evaluate them against baselines and baseline groups to determine their level of compliance. Depending on the purpose for which you want to use them, host baselines can contain a collection of one or more patches, extensions, or upgrades. Therefore host baselines are upgrade, extension, or patch baselines. To update or upgrade your hosts you can use the Update Manager default baselines, or custom baselines that you create.

The default baselines are the predefined and system managed baselines. The VMs/VAs baselines are predefined. You cannot create custom VMs/VAs baselines.

There are basically 3 Types of Baselines are there:

  1. Upgrade Baselines : Host & VM Upgrade Baselines.
  2. Patch Baselines : Dynamic & Fixed Patch Baselines.
  3. Extension Baselines : Extension baselines for additional third party software drivers.

There are 4 Predefined Baselines are available in Update Manager:

  • Critical Host Patches (Predefined) – For all Critical Patches.
  • Non-Critical Host Patches (Predefined) – For all Optional Patches.
  • VMware Tools Upgrade to Match Host (Predefined) – For Matching VMware Tools with latest available VMware Tools in ESXi.
  • VM Hardware Upgrade to Match Host (Predefined) – For Matching VM Hardware with latest supported Hardware Version with ESXi.

All the above Predefined baselines you can not Delete or Edit them.

You can create Custom baselines based on your requirements. In this post we will see on How you can create custom baseline in Update Manager. You can create single baseline or baseline groups depending on your requirement.

So let’s see How to create baseline:

Step 1:
Login to vSphere Web Client.
Go to Update Manager.
Baselines Tab.
Click New to create new baselines, you can either create single baseline or baseline groups.
Here you will see predefined baselines created.

create baseline in update manager

Step 2:
Provide the Name & Description for Baseline.
Select the Content Type of Baseline you can select based upon your requirements, Which we have already discussed above.
Click Next to continue.

create baseline in update manager

Step 3:
Select the ESXi image to associate it with baseline.
So based on that image you can check compliance of ESXi Hosts.
Click Next to continue.

create baseline in update manager

Step 4:
Review baseline creation settings and click Finish to create baseline.

create baseline in update manager


Once you click Finish your baseline will be created and listed , You can select the baseline to check its details below.

create baseline in update manager


Using this way you can easily create baselines before going for upgrade so you can check for host compliance and upgrade smoothly.

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Source: VMware Documentation.

Mayur Parmar

Hi I am Mayur Parmar. Independent Author & Founder of Mastering VMware. I am working in IT industry for more than 4 Years with knowledge of VMware , Microsoft Server's, Linux Server's.

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