Kubernetes Upgrade Checklist: Preparing for a Hassle-Free Update

By Kapstan, 19 March, 2025

Kubernetes is a powerful container orchestration platform that constantly evolves with new features, security patches, and performance improvements. However, upgrading Kubernetes can be a complex process if not planned properly. To ensure a smooth transition, follow this Kubernetes upgrade checklist and avoid unexpected issues.

1. Check Kubernetes Version Compatibility

Kubernetes follows a strict versioning policy, where upgrades are supported only for one minor version at a time. Verify your current Kubernetes version and ensure that the upgrade path is compatible.

2. Review Release Notes

Before upgrading, carefully read the release notes of the target version. Look for deprecated features, API changes, and new enhancements that might impact your existing workloads.

3. Backup Cluster and Configurations

Always take a backup of your etcd database, which stores critical cluster information. Also, back up YAML files, configuration settings, and Helm charts to prevent data loss in case of upgrade failures.

4. Test the Upgrade in a Staging Environment

Never perform a direct upgrade in a production environment. Instead, create a staging cluster that mimics your production setup and test the upgrade process to identify any issues beforehand.

5. Check Cluster Health

Ensure all nodes are healthy before starting the upgrade. Use kubectl get nodes to verify their status. Also, check for pending or failing pods using kubectl get pods -A.

6. Upgrade Control Plane First

Start the upgrade process with the control plane components such as the API server, scheduler, and controller manager. Once the control plane is stable, proceed with upgrading worker nodes.

7. Upgrade Node Components and Kubelets

After the control plane upgrade, update kubelets and other node components. Drain nodes one by one using kubectl drain <node-name> to ensure workloads are safely moved before upgrading the node.

8. Verify and Test Workloads

Post-upgrade, validate that all workloads are running smoothly. Run end-to-end tests to check application functionality and performance.

9. Monitor Logs and Metrics

Monitor logs and cluster metrics using tools like Prometheus and Grafana. Look for errors, failed pods, or performance degradation.

10. Update CI/CD Pipelines and Documentation

If your deployment pipeline relies on specific Kubernetes versions, update configurations accordingly. Also, document the upgrade process for future reference.

By following this checklist, you can ensure a seamless Kubernetes upgrade with minimal disruptions. Regular upgrades keep your cluster secure, optimized, and aligned with the latest industry standards.