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Understand charts, releases, and revisions
A chart is the package containing Kubernetes templates and default configuration. A release is a named instance of a chart installed in a cluster. Helm tracks changes to each release as revisions, so you can inspect its history and roll back to a prior configuration. See the Helm Project’s Introduction to Helm.
Create and validate a chart
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Scaffold a chart directory:
helm create mychart. -
Review
mychart/Chart.yamlfor chart metadata,mychart/values.yamlfor default settings, andmychart/templates/for the Kubernetes manifests Helm renders. -
Replace scaffolded settings with values appropriate for your application, including its image, labels, probes, resource requests and limits, and service configuration.
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Check the chart for common issues with
helm lint mychart, then render its templates locally withhelm template mychart. These checks help catch chart and rendering problems before installation, but they do not verify that the resources will work in your cluster.
The Helm cheat sheet also lists helm show values for inspecting chart defaults and helm package for packaging a chart.
Install the chart as a release
For example, install the local chart as my-release in a new app namespace, using a separate production values file:
helm install my-release ./mychart --namespace app --create-namespace -f values-prod.yamlThe release name identifies this particular installation; it is distinct from the chart name. The namespace option scopes the release to Kubernetes namespace app, while --create-namespace creates that namespace if needed. The -f option (equivalent to --values) supplies configuration overrides. You can provide multiple values files or use --set key=value for individual overrides.
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Upgrade a release and choose how values are handled
To update the existing release from the local chart and production values file, run:
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helm upgrade my-release ./mychart -f values-prod.yamlHelm upgrades a named release; it does not create one if it is absent. Add --install to use the same command for install-or-upgrade workflows:
helm upgrade --install my-release ./mychart --namespace app --create-namespace -f values-prod.yamlDecide explicitly how the upgrade should combine new inputs with previously stored values:
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--reuse-values |
Retains values from the existing release and merges in the new values or flags. | You intend to keep prior custom settings while applying selected changes. |
--reset-values |
Starts from the chart’s built-in defaults, then applies the values files or flags supplied for this upgrade. | You want to discard previously stored overrides and define the desired inputs explicitly. |
Explicit -f files or --set flags |
Supplies the overrides for the upgrade; confirm the treatment of existing values against the CLI reference for your Helm version. | You want the deployment configuration visible in the command or version-controlled files. |
For repeatable deployments, pin the chart version when installing or upgrading from a chart repository rather than allowing the selected chart version to vary. Where policy limits release history, set --history-max to control how many revisions are retained. Consult the Helm upgrade command reference for the flags and behavior available in your CLI version.
Choose what happens when an upgrade fails
An ordinary failed upgrade leaves you to inspect the failure and decide what recovery is appropriate. With --rollback-on-failure, Helm rolls the release back if the upgrade fails. Alternatively, you can review the failure and perform a manual rollback after checking release history. Choose the policy that suits your change and operational controls; do not assume every failure should trigger the same recovery action.
Inspect release history and roll back
First list the release’s revisions:
helm history my-releaseReview the revision, chart, and status information to identify the configuration you intend to restore. Then specify that revision:
helm rollback my-release 1Replace 1 with the revision you selected. Omitting the revision or using 0 targets the previous release. A rollback does not rewind the revision counter: if the release was installed at revision 1, upgraded to revisions 2 and 3, and then rolled back to revision 1, the restored configuration appears as revision 4. This keeps the release history chronological. See the Helm rollback command reference.
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Rollback safeguards
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Use
--dry-runto simulate the rollback before applying it. -
Use
--cleanup-on-failto remove resources newly created during a rollback if that rollback fails. -
Use
--no-hooksonly when you deliberately want to suppress rollback hooks; hooks may perform application-specific actions.
After a rollback, run helm history my-release again to confirm the new revision and inspect its status.
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