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docs: update upgrade instructions for Observability Plane and modules#628

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yashodgayashan merged 1 commit into
openchoreo:mainfrom
akila-i:obs-upgrade
May 16, 2026
Merged

docs: update upgrade instructions for Observability Plane and modules#628
yashodgayashan merged 1 commit into
openchoreo:mainfrom
akila-i:obs-upgrade

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@akila-i akila-i commented May 16, 2026

Purpose

This pull request updates the upgrade documentation for the Observability Plane, adding important instructions to prevent Helm upgrade failures and ensuring compatibility with the latest OpenChoreo modules. The main changes provide guidance on patching deployments and upgrading observability modules.

Deployment strategy and upgrade instructions:

  • Added a warning about a potential Helm upgrade failure due to a change in the Observer deployment's rolling strategy, with a patch command to apply before upgrading if using the default sqlite alert store backend.

Module version upgrades:

  • Added instructions to upgrade the Observability Logs OpenSearch module from v0.3.11 to v0.4.0 for compatibility with OpenChoreo v1.0.0.
  • Added instructions to upgrade the Observability Traces OpenSearch module from v0.3.11 to v0.4.1.
  • Added instructions to upgrade the Observability Metrics Prometheus module from v0.2.5 to v0.6.1.

Related Issues

Include any related issues that are resolved by this PR.

Checklist

  • Updated sidebars.ts if adding a new documentation page
  • Run npm run start to preview the changes locally
  • Run npm run build to ensure the build passes without errors
  • Verified all links are working (no broken links)

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  • docs/platform-engineer-guide/upgrades.mdx
📝 Walkthrough

Walkthrough

The Observability Plane upgrade documentation now includes a pre-upgrade observer deployment strategy patch for sqlite backends and post-upgrade steps to synchronize Logs, Traces, and Metrics module versions to align with the target OpenChoreo Helm chart, including version-specific configuration flags.

Changes

Observability Plane Upgrade Steps

Layer / File(s) Summary
Pre-upgrade observer deployment strategy configuration
docs/platform-engineer-guide/upgrades.mdx
A new warning callout describes the observer deployment rolling strategy requirement tied to alertStoreBackend v1.0.0+, with a kubectl patch command to switch to Recreate strategy before the Helm upgrade when using the default sqlite backend.
Post-upgrade observability module version synchronization
docs/platform-engineer-guide/upgrades.mdx
After the Helm upgrade command, new helm upgrade --install steps upgrade the default Logs, Traces, and Metrics modules to OpenChoreo-compatible versions, including module-specific --set flags for OpenSearch secret names, traces module OpenSearch configuration, and Prometheus adapter image tags.

Estimated code review effort

🎯 2 (Simple) | ⏱️ ~8 minutes

Possibly related PRs

  • openchoreo/openchoreo.github.io#621: Both PRs modify the Observability Plane upgrade workflow in docs/platform-engineer-guide/upgrades.mdx—this PR adds a pre-upgrade observer strategy patch and post-upgrade module version synchronization, while that PR adjusts the core Helm upgrade mechanics and CRD precautions in overlapping sections.

Suggested reviewers

  • LakshanSS
🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Title check ✅ Passed The title clearly and concisely describes the main change: updating upgrade instructions for the Observability Plane and modules, which aligns with the file modification and PR objectives.
Description check ✅ Passed The description includes the required Purpose section with detailed explanations of changes and a Checklist section. However, the Related Issues section is incomplete (contains template text rather than actual issues), and some checklist items remain unchecked.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.

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akila-i commented May 16, 2026

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Actionable comments posted: 1

Caution

Some comments are outside the diff and can’t be posted inline due to platform limitations.

⚠️ Outside diff range comments (1)
docs/platform-engineer-guide/upgrades.mdx (1)

141-191: ⚠️ Potential issue | 🟠 Major | ⚡ Quick win

Add explicit multi-cluster context for module sync commands.

The new Logs/Traces/Metrics helm upgrade --install commands don’t include --kube-context, while the multi-cluster section does. In multi-cluster setups this can apply upgrades to the wrong cluster if the active context is not the observability cluster.

Suggested doc patch
 helm upgrade --install observability-logs-opensearch \
   oci://ghcr.io/openchoreo/helm-charts/observability-logs-opensearch \
+  --kube-context $OP_CONTEXT \
   --create-namespace \
   --namespace openchoreo-observability-plane \
   --version 0.4.0 \
   --reset-then-reuse-values \
   --set openSearchSetup.openSearchSecretName="opensearch-admin-credentials" \
   --set adapter.openSearchSecretName="opensearch-admin-credentials"
@@
 helm upgrade --install observability-traces-opensearch \
   oci://ghcr.io/openchoreo/helm-charts/observability-tracing-opensearch \
+  --kube-context $OP_CONTEXT \
   --create-namespace \
   --namespace openchoreo-observability-plane \
   --version 0.4.1 \
  --reset-then-reuse-values \
   --set openSearch.enabled=false \
   --set openSearchSetup.openSearchSecretName="opensearch-admin-credentials"
@@
 helm upgrade --install observability-metrics-prometheus \
   oci://ghcr.io/openchoreo/helm-charts/observability-metrics-prometheus \
+  --kube-context $OP_CONTEXT \
   --create-namespace \
   --namespace openchoreo-observability-plane \
   --version 0.6.1 \
   --reset-then-reuse-values \
   --set adapter.image.tag=""
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/platform-engineer-guide/upgrades.mdx` around lines 141 - 191, The helm
upgrade snippets for observability-logs-opensearch,
observability-traces-opensearch, and observability-metrics-prometheus are
missing the --kube-context flag, which can cause upgrades to run against the
wrong cluster in multi-cluster setups; update each helm upgrade --install
command (for observability-logs-opensearch, observability-traces-opensearch, and
observability-metrics-prometheus) to accept and pass a context variable (e.g.,
--kube-context $OP_CONTEXT) consistent with the Multi Cluster Deployment
examples so the commands explicitly target the observability cluster.
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/platform-engineer-guide/upgrades.mdx`:
- Around line 124-125: Fix the typo in the sentence beginning "If you are using
the `sqlite` as the alert store backend..." in upgrades.mdx by replacing
"follwing" with "following" so the sentence reads "...execute the following
patch command before upgrading the observability plane to avoid Helm upgrade
failures:"; update the exact string in that paragraph.

---

Outside diff comments:
In `@docs/platform-engineer-guide/upgrades.mdx`:
- Around line 141-191: The helm upgrade snippets for
observability-logs-opensearch, observability-traces-opensearch, and
observability-metrics-prometheus are missing the --kube-context flag, which can
cause upgrades to run against the wrong cluster in multi-cluster setups; update
each helm upgrade --install command (for observability-logs-opensearch,
observability-traces-opensearch, and observability-metrics-prometheus) to accept
and pass a context variable (e.g., --kube-context $OP_CONTEXT) consistent with
the Multi Cluster Deployment examples so the commands explicitly target the
observability cluster.
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  • docs/platform-engineer-guide/upgrades.mdx

Comment thread docs/platform-engineer-guide/upgrades.mdx Outdated
… modules

Signed-off-by: Akila-I <akila.99g@gmail.com>
@akila-i akila-i marked this pull request as ready for review May 16, 2026 04:24
@yashodgayashan yashodgayashan merged commit f0260b4 into openchoreo:main May 16, 2026
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