Infrastructure Software Upgrades
Introduction
This rulebook defines a technology-agnostic methodology for upgrading infrastructure components safely and efficiently, ensuring reliable deployments through:
Identifying current and target versions with clear upgrade intent
Reviewing all change logs between the current and target versions for breaking changes
Assessing dependencies, risks, and required upgrade tools or steps
Planning and executing upgrades in a reversible, non-destructive manner
Verifying functionality and health checks post-upgrade
Goal
Why did we make this rule book?
To avoid failed or unstable upgrades caused by missing critical change log information.
To ensure upgrades are planned, tested, and executed in a safe and reversible manner.
To prevent downtime or service disruption by accounting for dependencies and breaking changes.
What will you achieve?
Smooth, predictable upgrades with minimal risk of downtime.
Clear, repeatable workflows for assessing and executing component upgrades.
Verified functionality and stability of upgraded components and their dependencies.
Who is this for?
This rulebook is for anyone responsible for maintaining or upgrading infrastructure components who needs a safe, reliable, and repeatable upgrade process.
Workflow
This methodology provides a structured, safe approach for upgrading infrastructure components while minimizing downtime and risk.
Identify Current Version: Determine the version of the component you plan to upgrade.
Select Target Version: Research available versions, preferring stable releases unless testing or specific requirements dictate otherwise.
Review Change Logs: Examine the change logs for all versions between the current and target versions to identify breaking changes.
Assess Risks and Dependencies: Note potential breaking changes, dependencies, and tools required for the upgrade.
Plan for Safety: Design a reversible, non-destructive upgrade path, including backups or rolling deployments.
Document the Plan: Write the upgrade plan in markdown for review or approval.
Execute the Upgrade: Proceed according to the plan, adjusting as needed for unexpected issues.
Validate the Upgrade: Test the upgraded component and its dependencies to ensure proper functionality and stability.
Use Cases
Upgrading Kubernetes Clusters
Upgrade Kubernetes for better security, stability, and new features.
References
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