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@eedugon eedugon commented Dec 17, 2025

This PR adds documentation for Elastic Stack Helm chart (provided by ECK) users to know how to upgrade and apply configuration changes.

As you'll see, certain parts of the content are not purely about ECK and Elastic Stack specifics, but a bit about how Helm works and educates the reader in areas that are not purely ours.

I've tried to fit the content to our exact domain, but giving enough information to understand the basics.

Closes #3591

After admin-docs review we will need to find devs to review the content.

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github-actions bot commented Dec 17, 2025

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deploy-manage/deploy/cloud-on-k8s/managing-deployments-using-helm-chart.md 226 Elastic.Capitalization 'Adding Ingress to the' should use sentence-style capitalization.

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although I don't know too much about kubernetes / helm, none of this struck me as superfluous information. I think you did a good job of adding the right amount of info but keeping it task-based for the ECK context.

approving because this is nearly perfect - whatever you do from here is mergeable from my pov.

one thing that might be missing: do I need a specific version of the helm chart to access later versions of the stack? e.g. is upgrading the helm chart version a prerequisite? If that is the case, I believe it is not clear.

helm install es-quickstart elastic/eck-elasticsearch -n elastic-stack --create-namespace
```

## Upgrade or change {{stack}} configuration with Helm [k8s-upgrade-modify-helm]
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Suggested change
## Upgrade or change {{stack}} configuration with Helm [k8s-upgrade-modify-helm]
## Upgrade or change your {{stack}} configuration with Helm [k8s-upgrade-modify-helm]


## Upgrade or change {{stack}} configuration with Helm [k8s-upgrade-modify-helm]

Whether you want to upgrade your {{stack}} components to a new version or modify the configuration of your existing installation (known as a `release`), you use the [`helm upgrade`](https://helm.sh/docs/helm/helm_upgrade/) command. The key principle is to use the same options and values you used during installation, along with any changes you want to apply.
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Whether you want to upgrade your {{stack}} components to a new version or modify the configuration of your existing installation (known as a `release`), you use the [`helm upgrade`](https://helm.sh/docs/helm/helm_upgrade/) command. The key principle is to use the same options and values you used during installation, along with any changes you want to apply.
To upgrade your {{stack}} components to a new version or modify the configuration of your existing installation (known as a `release`), use the [`helm upgrade`](https://helm.sh/docs/helm/helm_upgrade/) command. The key principle is to use the same options and values you used during installation, along with any changes you want to apply.

There is an important distinction between the Helm chart version and the {{stack}} component version:

- **Chart version**: The version of the Helm chart itself (for example, `eck-stack` version 0.17.0). You can specify this using the `--version` flag in your Helm `install` or `upgrade` commands.
- **Component version**: The version of a {{stack}} component (for example, {{es}} 8.15.0 or {{kib}} 8.15.0). You can specify this in your values file or by using `--set` parameters.
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let's use latest values here

Suggested change
- **Component version**: The version of a {{stack}} component (for example, {{es}} 8.15.0 or {{kib}} 8.15.0). You can specify this in your values file or by using `--set` parameters.
- **Component version**: The version of a {{stack}} component (for example, {{es}} {{version.stack}} or {{kib}} {{version.stack}}). You can specify this in your values file or by using `--set` parameters.


Each chart version defines default {{stack}} component versions. Unless explicitly overridden, installing or upgrading the chart deploys those default versions.

% When available we can tell users how to check the default {{stack}} version associated with each chart release. That's not feasible today and users are a bit blind on this regard.
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careful about language - these comments are public

Suggested change
% When available we can tell users how to check the default {{stack}} version associated with each chart release. That's not feasible today and users are a bit blind on this regard.
% When available we can tell users how to check the default {{stack}} version associated with each chart release. That's not feasible today.


### Upgrade to specific {{stack}} version

If for example you want to upgrade the {{stack}} components to a later version that is not the default for the Helm chart, you can explicitly set the component versions using Helm values or `--set` options.
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I understand the for example likely covers the case above - does it cover any other case? consider:

Suggested change
If for example you want to upgrade the {{stack}} components to a later version that is not the default for the Helm chart, you can explicitly set the component versions using Helm values or `--set` options.
If you want to upgrade the {{stack}} components to a later version that is not the default for the Helm chart, or you want to update your Helm chart without upgrading the {{stack}}, you can explicitly set the component versions using Helm values or `--set` options.

```

::::{warning}
The previous example also upgrades the {{stack}} components if a newer Helm chart version is available. To avoid this, [identify the chart version](#show-versions) currently used by your release and include the `--version` option when running `helm upgrade`.
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because it's all grouped under one heading with only one code example, we can just say this

Suggested change
The previous example also upgrades the {{stack}} components if a newer Helm chart version is available. To avoid this, [identify the chart version](#show-versions) currently used by your release and include the `--version` option when running `helm upgrade`.
This example also upgrades the {{stack}} components if a newer Helm chart version is available. To avoid this, [identify the chart version](#show-versions) currently used by your release and include the `--version` option when running `helm upgrade`.

The previous example also upgrades the {{stack}} components if a newer Helm chart version is available. To avoid this, [identify the chart version](#show-versions) currently used by your release and include the `--version` option when running `helm upgrade`.
::::

## Adding Ingress to the {{stack}} [k8s-eck-stack-ingress]
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little consistency tweak

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## Adding Ingress to the {{stack}} [k8s-eck-stack-ingress]
## Add Ingress to the {{stack}} [k8s-eck-stack-ingress]


## View available chart versions [show-versions]

To view the available versions of a Helm chart, update the local chart cache and use the `helm repo search` command with `--versions` option:
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To view the available versions of a Helm chart, update the local chart cache and use the `helm repo search` command with `--versions` option:
To view the available versions of a Helm chart, update the local chart cache and use the `helm repo search` command with `--versions` option. You can use this flag with `eck-stack` or [individual charts](#k8s-eck-stack-individual-components).

Comment on lines +319 to +323
```sh
helm repo update
helm repo search elastic/eck-stack --versions <1>
```
1. Applicable to `eck-stack` or the [individual charts](#k8s-eck-stack-individual-components)
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no need to bury this helpful hint as a code comment

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```sh
helm repo update
helm repo search elastic/eck-stack --versions <1>
```
1. Applicable to `eck-stack` or the [individual charts](#k8s-eck-stack-individual-components)
```sh
helm repo update
helm repo search elastic/eck-stack --versions
```

Comment on lines +22 to +24
::::{note}
If you deploy your {{stack}} resources using our Helm chart, refer to [](/deploy-manage/deploy/cloud-on-k8s/managing-deployments-using-helm-chart.md#k8s-upgrade-modify-helm) for details on how to perform upgrades with Helm.
::::
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this note kind of works, but I don't like how it's splitting the instructions and example, and it is burying an up-front choice in the middle of the procedure

consider instead:

  1. introducing that there are two ways to do it in the intro for the page
  2. making two H2s, one for each: e.g. "Perform the upgrade in the cluster spec file" "Perform the upgrade using a Helm chart"

not sure if there is a better way to word the headings, because it's less about the method of performing the upgrade, than the context of the configuration ... some alternative headings might be:

"For orchestrators using spec files"
"For orchestrators using Helm charts"

orchestrators / operators / environments / deployments / clusters ... whatever feels the most accurate

you see what I'm getting at :)

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Upgrade cluster on ECK doc is not considering Helm based deployments

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