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Helm install and upgrade - #682

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Rachael-Graham wants to merge 3 commits into
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helm-install-and-upgrade
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Rachael-Graham wants to merge 3 commits into
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helm-install-and-upgrade

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@Rachael-Graham Rachael-Graham commented Nov 3, 2026 •

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  • Adds a Helm install path alongside the existing CLI one
  • Adds a 1.x upgrade page
  • Moves the UI pages into a dedicated section & updates any links

Signed-off-by: Rachael Graham <rachael.graham@solo.io>
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github-actions Bot commented Nov 3, 2026 •

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Docs preview

Link Points at
Branch preview The newest push to this branch. Updates in place.
Commit preview 61146d2 only. Frozen.

Both are uploaded Worker versions and serve no production traffic.

Signed-off-by: Rachael Graham <rachael.graham@solo.io>
Signed-off-by: Rachael Graham <rachael.graham@solo.io>
@Rachael-Graham
Rachael-Graham marked this pull request as ready for review November 3, 2026 23:03
kubectl logs -n kagent deployment/kagent-controller --previous | grep -i migration
```

2. To return to the previous version, restore the database backup that you took in [Prepare to upgrade]({{< link path="operations/upgrade#prepare-to-upgrade" >}}).

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Is there a command to do this? or do you just go through all the steps again in that linked H2?


An installation of {{< reuse "kagent-docs/snippets/name-product.md" >}} consists of five Helm releases. Upgrade the releases in the order that you installed them, starting with the CRDs, then Agent Substrate, and then the kagent control plane.

Upgrade through each release in order, and do not skip a release. For example, to move from 1.0.0 to 1.0.2, upgrade to 1.0.1 first, and then to 1.0.2. To move to a new minor version, upgrade from the last patch release of the previous minor version, such as from 1.0.2 to 1.1.0. To move a 0.10.x installation to 1.x, see [Upgrade from 0.x]({{< link path="operations/upgrade-from-0x" >}}) instead.

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to move from 1.0.0 to 1.0.2, upgrade to 1.0.1 first, and then to 1.0.2

Just to confirm, is it really patch-specific? At least in other products, it is just minor versions you don't skip.


Upgrade through each release in order, and do not skip a release. For example, to move from 1.0.0 to 1.0.2, upgrade to 1.0.1 first, and then to 1.0.2. To move to a new minor version, upgrade from the last patch release of the previous minor version, such as from 1.0.2 to 1.1.0. To move a 0.10.x installation to 1.x, see [Upgrade from 0.x]({{< link path="operations/upgrade-from-0x" >}}) instead.

<!-- REVIEW: kagent is moving from semantic versioning to calendar versioning. The release-order examples in the preceding paragraph, the version variables in "Prepare to upgrade", and the release-order rule itself assume semver. Rewrite them when the calendar version format is published. -->

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Just to confirm, is the upstream also moving to calver? (this would be different than agentgateway for example)

--version ${SUBSTRATE_VERSION} \
--namespace ate-system --wait
```

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Maybe add a confirmation step.

1. Install the following CLI tools. The kagent CLI runs `helm` to install each chart.
* [`helm`](https://helm.sh/docs/intro/install/), the Kubernetes package manager. Use Helm 3.
* [`kubectl`](https://kubernetes.io/docs/tasks/tools/#kubectl), the Kubernetes command line tool.
* The kagent CLI, matched to the release that these docs cover.

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Maybe make the formatting match the previous bullets?

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* The kagent CLI, matched to the release that these docs cover.
* `kagent`, the command line tool of the same version as the kagent release that you want to install.

--from-literal=ca.crt="${actor_id_ca_root}"
```

2. Read the issuer from the cluster, and note which kind it is. Kubernetes distributions advertise different issuers, and the `ate-api-authentication` ConfigMap takes a different form for each kind of issuer. An issuer that does not match the cluster's own is accepted when you create the ConfigMap, and later surfaces as `token issuer ... not trusted` on every `kubectl ate` call.

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and note which kind it is

maybe a bit more specific; I thought at first this was a CRD kind:

Suggested change
2. Read the issuer from the cluster, and note which kind it is. Kubernetes distributions advertise different issuers, and the `ate-api-authentication` ConfigMap takes a different form for each kind of issuer. An issuer that does not match the cluster's own is accepted when you create the ConfigMap, and later surfaces as `token issuer ... not trusted` on every `kubectl ate` call.
2. Determine whether the issuer for the cluster is an internal or external issuer. Kubernetes distributions advertise different issuers, and the `ate-api-authentication` ConfigMap takes a different form for each kind of issuer. An issuer that does not match the cluster's own is accepted when you create the ConfigMap, and later surfaces as `token issuer ... not trusted` on every `kubectl ate` call.

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