Chkk’s Upgrade Template Request feature provides a flexible, preverified plan for upgrading entire clusters, individual add-ons, application services, and Kubernetes operators—without scattering crucial details across multiple tools. When you need to upgrade a cluster, you can choose in-place, blue-green, rolling, or even skip versions. For add-ons, application services, and Kubernetes operators, simply request an Upgrade Template tailored to that specific component (e.g., Istio v1.20.2). If you’re unsure which approach is best, Chkk can recommend an in-place, blue-green, rolling, or custom path based on your environment, internal strategies, and organizational guidelines. By centralizing all steps and recommendations in a single template, this feature gives teams a single source of truth for planning upgrades across multiple clusters, add-ons, application services, and Kubernetes operators. You can easily delegate tasks with other Chkk features—such as Add Comments and Add Custom Steps—to embed internal guidelines, tools, and workflows into every Upgrade Plan. Chkk also uses Captured Learnings to track and reapply your organization’s proven upgrade practices, ensuring that future templates and plans automatically inherit the same best-practice steps where applicable.

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Usage

Follow the steps below to Request an Upgrade Template:
  • Cluster Upgrade Template
  • Add-on Upgrade Template
  • Request a Template through Upgrade Templates
  • Request a Template from Upgrade Assessment
1

Navigate to Cluster Upgrade Templates

  1. In the Chkk Dashboard, expand Upgrade Copilot on the left menu.
  2. Click Upgrade Templates and then Clusters.
  3. You will see a list of all existing Cluster Upgrade Templates.
  4. On the Cluster Upgrade Templates page, locate the Request Cluster Upgrade Template button (top-right).
2

Select a Representative Cluster

  1. Click Request Cluster Upgrade Template.
  2. From the list presented, choose the Cluster that best represents the environment (e.g., dev, prod) for which you want to request a template.
3

Pick Your Upgrade Type

  1. Under Select Upgrade Type, choose one of the available Upgrade options (e.g., Pick for me, In Place, Blue Green, Rolling, etc.).
  2. Each option specif ies a different upgrade strategy and approach for your cluster.
  3. After selecting the Upgrade Type, you’ll be redirected back to the Cluster Upgrade Templates page, where your newly requested template will appear with the status: Waiting for Template.