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Description
Context
Slack thread requested adding docs for "best practices for version upgrades to RisingWave":
- Thread reference from transcript:
http://Can%20you%20add%20best%20practices%20for%20version%20upgrades%20to%20Risingwave? - Follow-up in thread confirms action request: "Please add the docs as mentioned above"
Related docs context:
- Existing best-practices page:
performance/best-practices.mdx - Existing performance best-practices page:
performance/performance-best-practices.mdx - Legacy/related upgrade guidance:
upgrade-risingwave-k8s.md(runllm source)
Problem
Current docs do not clearly provide a single, practical "version upgrade best practices" guide that users can follow end-to-end.
Users need explicit guidance for:
- Pre-upgrade checks (backups/snapshots, release-note review, compatibility constraints)
- Supported upgrade paths and downgrade caveats
- Rollout strategy (staged/incremental upgrade and validation gates)
- Rollback/mitigation paths by deployment type (self-managed Kubernetes vs RisingWave Cloud)
- Post-upgrade validation (cluster/pod health, query/job verification, alert monitoring)
Without a consolidated guide, upgrades are error-prone and operators may miss critical safety steps.
Suggested Fix
Add a dedicated docs section for Version Upgrade Best Practices (either as a new page under deployment/operations or as a prominent subsection in existing best-practices docs), with actionable checklists and deployment-specific notes.
Proposed content outline:
- Before upgrade
- Read release notes and identify breaking changes/deprecations.
- Verify supported source -> target version path.
- Create backups/snapshots and capture current config.
- Define maintenance window and success/rollback criteria.
- Compatibility and safety constraints
- Document that upgrading forward is supported; downgrades are generally not supported and may risk incompatibility.
- Clarify deployment-specific rollback availability (self-managed Kubernetes possible with prior image/config; RisingWave Cloud constraints).
- Execution strategy
- Prefer staged/canary upgrade where possible.
- Upgrade incrementally and validate between steps.
- Include recommended observability checks during rollout.
- Rollback and incident response
- Self-managed Kubernetes rollback playbook (revert image/manifest, verify pod readiness, restore if needed).
- Cloud path: escalation/support guidance when rollback is unavailable.
- Post-upgrade validation checklist
- Control plane/data plane health checks.
- Smoke tests for ingestion, materialized views, and query latency.
- Monitor alerts and error logs for a defined stabilization period.
Implementation notes:
- Add cross-links from existing performance best-practices pages.
- Include references to release notes and upgrade docs in navigation.
- Add a concise operator checklist for copy/paste runbooks.
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