Helm Production Patterns

Helm Production Deployment Patterns

Purpose

Provide production-proven patterns for deploying Helm charts safely and reliably, including secrets management, testing strategies, deployment patterns, and upgrade procedures.

Secrets Management

Using Helm Secrets Plugin

Installation:

# Install helm-secrets plugin
helm plugin install https://github.com/jkroepke/helm-secrets

Usage:

# Encrypt secrets file with SOPS
helm secrets enc secrets.yaml

# Install with encrypted secrets
helm secrets install myrelease . -f secrets.yaml

# Upgrade with encrypted secrets
helm secrets upgrade myrelease . -f secrets.yaml

# View decrypted secrets (without applying)
helm secrets view secrets.yaml

Secrets file structure:

# secrets.yaml (before encryption)
database:
  password: supersecretpassword123
  connectionString: postgresql://user:pass@host:5432/db

api:
  apiKey: sk-abc123def456
  webhookSecret: whsec_xyz789

External Secrets Operator

SecretStore configuration:

apiVersion: external-secrets.io/v1beta1
kind: SecretStore
metadata:
  name: vault-backend
  namespace: {{ .Release.Namespace }}
spec:
  provider:
    vault:
      server: "https://vault.example.com"
      path: "secret"
      version: "v2"
      auth:
        kubernetes:
          mountPath: "kubernetes"
          role: "myapp-prod"

ExternalSecret definition:

apiVersion: external-secrets.io/v1beta1
kind: ExternalSecret
metadata:
  name: {{ include "mychart.fullname" . }}-secrets
spec:
  refreshInterval: 1h
  secretStoreRef:
    name: vault-backend
    kind: SecretStore
  target:
    name: {{ include "mychart.fullname" . }}-secrets
    creationPolicy: Owner
  data:
  - secretKey: database-password
    remoteRef:
      key: myapp/database
      property: password

Testing Strategies

Unit Testing with helm-unittest

Installation:

helm plugin install https://github.com/helm-unittest/helm-unittest

Test file example:

# tests/deployment_test.yaml
suite: test deployment
templates:
  - deployment.yaml
tests:
  - it: should create deployment with correct replicas
    set:
      replicaCount: 3
    asserts:
      - equal:
          path: spec.replicas
          value: 3

  - it: should have resource limits
    asserts:
      - exists:
          path: spec.template.spec.containers[0].resources.limits
      - equal:
          path: spec.template.spec.containers[0].resources.limits.cpu
          value: 500m

  - it: should use specific image tag
    set:
      image.tag: "1.2.3"
    asserts:
      - equal:
          path: spec.template.spec.containers[0].image
          value: "myapp:1.2.3"

  - it: should have security context
    asserts:
      - equal:
          path: spec.template.spec.securityContext.runAsNonRoot
          value: true

Run tests:

# Run all tests
helm unittest charts/myapp

# Run specific test file
helm unittest -f tests/deployment_test.yaml charts/myapp

Integration Testing with helm test

Test pod definition:

# templates/tests/test-connection.yaml
apiVersion: v1
kind: Pod
metadata:
  name: "{{ include "mychart.fullname" . }}-test-connection"
  annotations:
    "helm.sh/hook": test
    "helm.sh/hook-delete-policy": before-hook-creation,hook-succeeded
spec:
  restartPolicy: Never
  containers:
    - name: test
      image: curlimages/curl:latest
      command:
        - sh
        - -c
        - |
          echo "Testing service connectivity..."
          curl -f http://{{ include "mychart.fullname" . }}:{{ .Values.service.port }}/healthz
          echo "Service is healthy"

Run integration tests:

# Install chart
helm install myrelease ./charts/myapp --namespace test --create-namespace

# Run tests
helm test myrelease --namespace test

# View test logs
kubectl logs -n test myrelease-test-connection

Multi-Stage Deployment

Database Migration Pre-Upgrade Hook

apiVersion: batch/v1
kind: Job
metadata:
  name: {{ include "mychart.fullname" . }}-migration
  annotations:
    "helm.sh/hook": pre-upgrade,pre-install
    "helm.sh/hook-weight": "-5"
    "helm.sh/hook-delete-policy": before-hook-creation,hook-succeeded
spec:
  template:
    spec:
      restartPolicy: Never
      containers:
        - name: migration
          image: "{{ .Values.image.repository }}:{{ .Values.image.tag | default .Chart.AppVersion }}"
          command: ["./migrate"]
          env:
            - name: DATABASE_URL
              valueFrom:
                secretKeyRef:
                  name: {{ include "mychart.fullname" . }}-secrets
                  key: database-url

Backup Job Before Upgrade

apiVersion: batch/v1
kind: Job
metadata:
  name: {{ include "mychart.fullname" . }}-backup
  annotations:
    "helm.sh/hook": pre-upgrade
    "helm.sh/hook-weight": "-10"
    "helm.sh/hook-delete-policy": before-hook-creation,hook-succeeded
spec:
  template:
    spec:
      restartPolicy: Never
      containers:
        - name: backup
          image: postgres:14-alpine
          command:
            - sh
            - -c
            - |
              pg_dump $DATABASE_URL > /backup/dump-$(date +%Y%m%d-%H%M%S).sql
              echo "Backup completed"

Rolling Update Configuration

Deployment strategy:

apiVersion: apps/v1
kind: Deployment
metadata:
  name: {{ include "mychart.fullname" . }}
spec:
  replicas: {{ .Values.replicaCount }}
  strategy:
    type: RollingUpdate
    rollingUpdate:
      maxSurge: {{ .Values.rollingUpdate.maxSurge | default "25%" }}
      maxUnavailable: {{ .Values.rollingUpdate.maxUnavailable | default "25%" }}

Conservative rolling update (Production):

# values-prod.yaml
rollingUpdate:
  maxSurge: 1           # Add 1 pod at a time
  maxUnavailable: 0     # Never reduce available pods

replicaCount: 3         # Ensure redundancy

Aggressive rolling update (Development):

# values-dev.yaml
rollingUpdate:
  maxSurge: "100%"      # Double pods during update
  maxUnavailable: "50%" # Allow half to be unavailable

replicaCount: 2

Pod Disruption Budget

{{- if .Values.podDisruptionBudget.enabled }}
apiVersion: policy/v1
kind: PodDisruptionBudget
metadata:
  name: {{ include "mychart.fullname" . }}
spec:
  {{- if .Values.podDisruptionBudget.minAvailable }}
  minAvailable: {{ .Values.podDisruptionBudget.minAvailable }}
  {{- end }}
  {{- if .Values.podDisruptionBudget.maxUnavailable }}
  maxUnavailable: {{ .Values.podDisruptionBudget.maxUnavailable }}
  {{- end }}
  selector:
    matchLabels:
      {{- include "mychart.selectorLabels" . | nindent 6 }}
{{- end }}

Values:

podDisruptionBudget:
  enabled: true
  minAvailable: 1        # At least 1 pod always available

Monitoring and Observability

ServiceMonitor for Prometheus:

{{- if .Values.monitoring.serviceMonitor.enabled }}
apiVersion: monitoring.coreos.com/v1
kind: ServiceMonitor
metadata:
  name: {{ include "mychart.fullname" . }}
spec:
  selector:
    matchLabels:
      {{- include "mychart.selectorLabels" . | nindent 6 }}
  endpoints:
    - port: metrics
      interval: {{ .Values.monitoring.serviceMonitor.interval }}
      path: {{ .Values.monitoring.serviceMonitor.path }}
{{- end }}

Upgrade Procedures

Pre-Upgrade Checklist

# 1. Review changes
helm diff upgrade myrelease ./charts/myapp

# 2. Backup current state
helm get values myrelease > myrelease-backup-values.yaml
helm get manifest myrelease > myrelease-backup-manifest.yaml

# 3. Dry run upgrade
helm upgrade myrelease ./charts/myapp --dry-run --debug

# 4. Perform upgrade
helm upgrade myrelease ./charts/myapp \
  --wait \
  --timeout 10m \
  --atomic  # Rollback on failure

Safe Upgrade Pattern

# Upgrade with safety features
helm upgrade myrelease ./charts/myapp \
  --install \           # Install if doesn't exist
  --create-namespace \  # Create namespace if needed
  --wait \              # Wait for resources to be ready
  --wait-for-jobs \     # Wait for Jobs to complete
  --timeout 10m \       # Timeout after 10 minutes
  --atomic \            # Rollback on failure
  --cleanup-on-fail     # Delete new resources on failure

Rollback Procedure

# View release history
helm history myrelease

# Rollback to previous revision
helm rollback myrelease

# Rollback to specific revision
helm rollback myrelease 3

# Rollback with options
helm rollback myrelease 3 \
  --wait \
  --timeout 5m \
  --cleanup-on-fail

Production Deployment Checklist

Pre-Deployment

• All tests pass (unit, integration, E2E)
• Security scanning completed
• Documentation updated
• CHANGELOG updated
• Version bumped appropriately
• Tested in staging
• Rollback procedure documented
• Resource quotas validated
• Network policies tested
• Monitoring/alerting configured
• On-call engineer notified

During Deployment

• Execute pre-upgrade hooks (backups, migrations)
• Monitor pod rollout status
• Check application logs for errors
• Verify metrics in monitoring dashboard
• Run smoke tests
• Verify traffic routing

Post-Deployment

• Smoke tests pass
• Metrics flowing correctly
• Logs accessible
• Alerts functioning
• Team notified
• Post-deployment review scheduled

Blue-Green Deployment Pattern

Service selector pattern:

{{- if .Values.blueGreen.enabled }}
apiVersion: v1
kind: Service
metadata:
  name: {{ include "mychart.fullname" . }}
spec:
  selector:
    {{- include "mychart.selectorLabels" . | nindent 4 }}
    slot: {{ .Values.blueGreen.activeSlot }}  # "blue" or "green"
  ports:
    - port: {{ .Values.service.port }}
---
# Blue deployment
apiVersion: apps/v1
kind: Deployment
metadata:
  name: {{ include "mychart.fullname" . }}-blue
spec:
  replicas: {{ if eq .Values.blueGreen.activeSlot "blue" }}{{ .Values.replicaCount }}{{ else }}0{{ end }}
  selector:
    matchLabels:
      {{- include "mychart.selectorLabels" . | nindent 6 }}
      slot: blue
---
# Green deployment
apiVersion: apps/v1
kind: Deployment
metadata:
  name: {{ include "mychart.fullname" . }}-green
spec:
  replicas: {{ if eq .Values.blueGreen.activeSlot "green" }}{{ .Values.replicaCount }}{{ else }}0{{ end }}
  selector:
    matchLabels:
      {{- include "mychart.selectorLabels" . | nindent 6 }}
      slot: green
{{- end }}

Switch traffic:

# values.yaml
blueGreen:
  enabled: true
  activeSlot: blue  # Switch to "green" to flip traffic

Canary Deployment with Flagger

Canary resource:

{{- if .Values.canary.enabled }}
apiVersion: flagger.app/v1beta1
kind: Canary
metadata:
  name: {{ include "mychart.fullname" . }}
spec:
  targetRef:
    apiVersion: apps/v1
    kind: Deployment
    name: {{ include "mychart.fullname" . }}

  service:
    port: {{ .Values.service.port }}

  analysis:
    interval: {{ .Values.canary.analysis.interval }}
    threshold: {{ .Values.canary.analysis.threshold }}
    maxWeight: {{ .Values.canary.analysis.maxWeight }}
    stepWeight: {{ .Values.canary.analysis.stepWeight }}

    metrics:
      - name: request-success-rate
        thresholdRange:
          min: {{ .Values.canary.successRate }}
        interval: 1m
{{- end }}

Values:

canary:
  enabled: false
  analysis:
    interval: 30s
    threshold: 5
    maxWeight: 50
    stepWeight: 10
  successRate: 99

Validation Commands

# Validate chart structure
helm lint ./charts/myapp

# Render templates
helm template myapp ./charts/myapp --debug

# Dry run installation
helm install test ./charts/myapp --dry-run --debug

# Install chart
helm install myrelease ./charts/myapp

# Upgrade chart
helm upgrade myrelease ./charts/myapp --wait --atomic

# Rollback
helm rollback myrelease

# Uninstall
helm uninstall myrelease

Resources

• Helm Best Practices
• Helm Secrets Plugin
• External Secrets Operator
• Helm Unittest Plugin
• Flagger Documentation

Related Agent

For comprehensive Helm/Kubernetes guidance that coordinates this and other Helm skills, use the helm-kubernetes-expert agent.