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Install & upgrade

Getting started

  • Decide where to deploy the cluster (On-Premise hardware or your cloud K8s). Ensure hardware and K8s expertise are available.

Install flow

  • Configure Helm values (ingress, TLS certificates, storage classes, secrets).
  • Deploy the chart and verify core services are healthy.
  • Connect agents (Broker, Workstation Agent, DSA) to the On-Premise endpoints.

Deployment options

  • Small/self-contained VM: For low-usage setups, use the all-in-one VM image/script with Kubernetes and OpenLM pre-baked.
  • Cloud-managed K8s (AWS/Azure): Follow provider-specific requirements (networking, storage classes, IAM/identity) before running Helm.

Upgrade

  • Apply chart upgrades with a documented checklist tied to release notes.
  • Validate services and data flows post-upgrade; keep a rollback plan.

TLS and ingress

  • Use trusted certificates for public endpoints and store them as Kubernetes secrets.
  • Ensure ingress controllers are configured before deploying the chart.