Chkk’s Upgrade Plan Instantiation feature creates a tailored Upgrade Plan from an approved Upgrade Template, whether you’re upgrading a cluster or a specific add-on. For clusters, the plan automatically incorporates details like the cluster name, region, node group configurations, and active applications. For add-ons, instantiation takes an add-on Upgrade Template and produces a plan tailored to a particular add-on instance (e.g., same major.minor version) within a given cluster. All Chkk-recommended steps—and any custom steps you’ve added—carry forward into each new plan, ensuring standardized and reusable processes across multiple clusters or environments. Once instantiated, each plan can be tracked through distinct stages such as “In Progress” or “Completed,” making it easy to monitor overall progress. This structured, step-by-step approach also simplifies delegation, allowing senior engineers to assign upgrade tasks to less-experienced team members with confidence.

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Usage

Follow the steps below to instantiate an Upgrade Plan from an existing Upgrade Template in the Chkk Dashboard.
1

Navigate to Cluster Upgrade Templates

  1. In the left-hand column of the Chkk Dashboard, expand Upgrade Copilot.
  2. Select Upgrade Templates -> Clusters.
  3. Locate the desired Upgrade Template that is Approved for Use.
2

Instantiate Plan

  1. Click the Instantiate Plan button next to the selected template.
  2. You’ll be taken to the Instantiate Cluster Upgrade Plan page, where the chosen template is preselected.
3

Select Target Cluster

  1. Under Select Cluster to Upgrade, pick the cluster you want to upgrade.
  2. (Optional) Assign a Cloud Account if needed for your upgrade.
4

Confirm Plan Creation

  1. Click Instantiate Upgrade Plan button at the bottom to finalize and create your new plan.
  2. You will be redirected to Upgrade Plans -> Clusters where you can see your newly instantiated Upgrade Plan with the status: Waiting for Plan.