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azure-stack/hci/upgrade/about-upgrades-23h2.md

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Azure Stack HCI, version 23H2 is the latest version of the Azure Stack HCI solution. This version integrates the Azure Arc infrastructure that provisions and manages the workloads such as Arc VMs, Azure Kubernetes Services, and Azure Virtual Desktop. For more information, see [What's new in Azure Stack HCI, version 23H2](../whats-new.md#features-and-improvements-in-2311).
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With version 23H2, Azure Stack HCI evolved from a cloud connected operating system (OS) to an Arc enabled solution. The OS forms the base layer of this solution, with the Arc and the Orchestrator (also known as the Lifecycle Manager) components layered on top. These components are packaged together into a solution that follows an [Infrastructure as code (IaC)](/devops/deliver/what-is-infrastructure-as-code) model.
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With version 23H2, Azure Stack HCI evolved from a cloud-connected operating system (OS) to an Arc-enabled solution. The OS forms the base layer of this solution, with the Arc and the Orchestrator (also known as the Lifecycle Manager) components layered on top. These components are packaged together into a solution that follows an [Infrastructure as code (IaC)](/devops/deliver/what-is-infrastructure-as-code) model.
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- This IaC model takes a set of input parameters that are specific to each customer and the environment.
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- The lifecycle manager then orchestrates the desired state across all the layers to meet the desired state and the version.
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- This IaC model takes a set of input parameters that are specific to each customer and environment.
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- The lifecycle manager then orchestrates the desired state across all the layers to meet the desired state and version.
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The following diagram illustrates the components of an Azure Stack HCI, version 23H2 system:
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An upgrade is a whole new version of software that represents a significant change or major improvement. An update, on the other hand, is a process of applying a set of changes to the software to improve its performance, security, or stability.
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The Azure Stack HCI, version 23H2, is a whole new version of the solution with a multitude of new capabilities. To move from Azure Stack HCI, version 22H2 to version 23H2, you need to upgrade your existing cluster. On the other hand, to ensure that you have the most recent features and security improvements for your current version of Azure Stack HCI, you would need to update your existing cluster.
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Azure Stack HCI, version 23H2, is a whole new version of the solution with a multitude of new capabilities. To move from Azure Stack HCI, version 22H2 to version 23H2, you need to upgrade your existing cluster. On the other hand, to ensure that you have the most recent features and security improvements for your current version of Azure Stack HCI, you would need to update your existing cluster.
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## High-level steps for Azure Stack HCI upgrade
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To upgrade your Azure Stack HCI from an old version, follow these high-level steps:
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1. Upgrade the *old* OS to the *new* OS using one of the following methods:
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- [Via the PowerShell (recommended)](./upgrade-22h2-to-23h2-powershell.md).
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- [Via the Windows Admin Center](./upgrade-22h2-to-23h2-windows-admin-center.md).
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- [Via PowerShell (recommended)](./upgrade-22h2-to-23h2-powershell.md).
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- [Via Windows Admin Center](./upgrade-22h2-to-23h2-windows-admin-center.md).
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- [Via other manual methods](./upgrade-22h2-to-23h2-other-methods.md).
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1. Perform post-OS upgrade tasks.
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:::image type="content" source="./media/about-upgrades-23h2/update-os-to-23h2-and-apply-the-solution-update.png" alt-text="Diagram that illustrates the two steps to update the Azure Stack HCI OS and then apply the solution update." lightbox="./media/about-upgrades-23h2/update-os-to-23h2-and-apply-the-solution-update.png":::
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> [!IMPORTANT]
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> If you were running AKS workloads on your Azure Stack HCI cluster, you must remove Azure Kubernetes Service and all the settings from AKS enabled by Azure Arc before you apply the solution upgrade. Kubernetes versions are incompatible between Azure Stack HCI, version 22H2, and version 23H2. Additionally, Preview versions of Arc VMs can't be updated.
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## Next steps
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Choose one of the following options to upgrade your Azure Stack HCI, version 22H2 to Azure Stack HCI, version 23H2:
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- [Use PowerShell](./upgrade-22h2-to-23h2-powershell.md).
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- [Use Windows Admin Center](./upgrade-22h2-to-23h2-windows-admin-center.md).
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- [Use other methods](./upgrade-22h2-to-23h2-other-methods.md).
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- [Use other methods](./upgrade-22h2-to-23h2-other-methods.md).

azure-stack/hci/upgrade/install-solution-upgrade.md

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:::image type="content" source="media/install-solution-upgrade/verify-lcmextension-installed.png" alt-text="Screenshot of Extensions page showing AzureEdgeLifeCycleManager extension install on Azure Stack HCI node." lightbox="./media/install-solution-upgrade/verify-lcmextension-installed.png":::
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- Have an Active Directory user credential that's a member of the local Administrator group. Work with your Active Directory administrator to obtain this credential.
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- Have an Active Directory user credential that's a member of the local Administrator group. Work with your Active Directory administrator to obtain this credential. For more information, see [Prepare Active Directory for Azure Stack HCI, version 23H2 deployment](../deploy/deployment-prep-active-directory.md).
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- Have IPv4 network range with six, contiguous IP addresses available for new Azure Arc services. Work with your network administrator to ensure that the IP addresses aren't in use and meet the outbound connectivity requirement.
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- Have Azure subscription permissions for [Azure Stack HCI Administrator and Reader](../manage/assign-vm-rbac-roles.md#about-builtin-rbac-roles).
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:::image type="content" source="media/install-solution-upgrade/verify-subscription-permissions-roles.png" alt-text="Screenshot of subscription with permissions assigned to required roles for upgrade." lightbox="./media/install-solution-upgrade/verify-subscription-permissions-roles.png":::
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## Install the solution upgrade via Azure portal
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You install the solution upgrade via the Azure portal.
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:::image type="content" source="./media/install-solution-upgrade/upgrade-banner.png" alt-text="Screenshot of Azure Stack HCI Overview page with upgrade available banner." lightbox="./media/install-solution-upgrade/upgrade-banner.png":::
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### Basics tab
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On the **Basics** tab, specify the following information:
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:::image type="content" source="./media/install-solution-upgrade/create-new-key-vault.png" alt-text="Screenshot of Create key vault page." lightbox="./media/install-solution-upgrade/create-new-key-vault.png":::
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1. Specify the deployment account credential. This credential is from your Active Directory for a principal that is a member of the local Administrator group on each cluster node.
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1. Specify the deployment account credential. This credential is from your Active Directory for a principal that is a member of the local Administrator group on each cluster node. For more information on how to create this deployment account, see [Prepare Active Directory for Azure Stack HCI, version 23H2 deployment](../deploy/deployment-prep-active-directory.md).
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> [!NOTE]
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> The user can't be Administrator and can't use format `domain\username`.
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### Review + Create tab
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On the **Review + Create** tab, review the summary for the solution upgrade.
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1. On the **Review + Create** tab, review the summary for the solution upgrade.
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:::image type="content" source="./media/install-solution-upgrade/upgrade-22h2-to-23h2-review-and-create-tab.png" alt-text="Screenshot of Upgrade Azure Stack HCI review and create tab." lightbox="./media/install-solution-upgrade/upgrade-22h2-to-23h2-review-and-create-tab.png":::
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:::image type="content" source="./media/install-solution-upgrade/upgrade-22h2-to-23h2-review-and-create-tab.png" alt-text="Screenshot of Upgrade Azure Stack HCI review and create tab." lightbox="./media/install-solution-upgrade/upgrade-22h2-to-23h2-review-and-create-tab.png":::
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1. Select **Review + Create** to start the upgrade process. You see a notification that the deployment is in progress.
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## Monitor upgrade progress
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To monitor upgrade progress, select **Settings** > **Deployments**.
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1. Once the upgrade starts, you are automatically taken to **Settings > Deployment**. Refresh the screen periodically and monitor the upgrade progress.
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:::image type="content" source="./media/install-solution-upgrade/upgrade-progress-1.png" alt-text="Screenshot of Upgrade Azure Stack HCI upgrade progress." lightbox="./media/install-solution-upgrade/upgrade-progress-1.png":::
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1. Wait for the upgrade to complete. The solution upgrade process can take a few hours depending upon the number of nodes in the cluster.
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:::image type="content" source="./media/install-solution-upgrade/upgrade-22h2-to-23h2-upgrade-progress.png" alt-text="Screenshot of Upgrade Azure Stack HCI upgrade progress." lightbox="./media/install-solution-upgrade/upgrade-22h2-to-23h2-upgrade-progress.png":::
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:::image type="content" source="./media/install-solution-upgrade/upgrade-progress-2.png" alt-text="Screenshot of Upgrade Azure Stack HCI showing a completed upgrade." lightbox="./media/install-solution-upgrade/upgrade-progress-2.png":::
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> [!NOTE]
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> If the upgrade fails, restart the upgrade operation to try again.
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azure-stack/hci/upgrade/post-upgrade-steps.md

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Follow these steps on your client to connect to one of the servers of your Azure Stack HCI cluster.
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1. Run PowerShell as administrator on the client that you're using to connect to your cluster.
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1. Run PowerShell as Administrator on the client that you're using to connect to your cluster.
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2. Open a remote PowerShell session to a server on your Azure Stack HCI cluster. Run the following command and provide the credentials of your server when prompted:
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```powershell
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## Next steps
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- [Optional: Install and enable Network ATC on your cluster.](./install-enable-network-atc.md)
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- [Learn how to assess the solution upgrade readiness.](./validate-solution-upgrade-readiness.md)
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- [Learn how to assess the solution upgrade readiness.](./validate-solution-upgrade-readiness.md)

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