Helm 4: The Complete Guide

Master Helm 4—whether you’re starting fresh or upgrading from Helm 3.

Helm 4 is the first major version of Helm in six years. Released in November 2025 at KubeCon, it brings a redesigned plugin system, server-side apply, enhanced OCI support, improved resource monitoring, and significant architectural changes that open the door to a new generation of capabilities.

This course covers Helm 4 completely. If you’re brand new to Helm, you’ll learn everything from scratch. If you’re already running Helm 3 in production, dedicated migration sections tell you exactly what changed, what to test, and how to upgrade safely.

No gaps. No assumptions. Just Helm 4, done right.


Who This Course Is For

  • New Helm users who want to learn the current version from day one
  • Helm 3 users who need to understand what changed and how to migrate
  • Platform engineers and DevOps practitioners managing Kubernetes deployments at scale
  • Developers who work with Kubernetes and want to package and ship applications with Helm
  • CI/CD engineers building automated deployment pipelines

Whether you’ve never typed helm install or you’ve been running Helm in production for years, this course meets you where you are.


What You’ll Get

  • ~2 hours of focused, practical video content
  • Complete coverage of Helm 4’s new features and architecture
  • Dedicated sections for Helm 3 users covering every breaking change
  • Hands-on demonstrations with real charts and clusters
  • Migration checklist for production Helm 3 environments

What This Course Covers

1. Helm Fundamentals (Start Here)

Before anything else, this section builds a solid foundation in how Helm works—designed for new users, but a useful refresh for anyone upgrading.

You’ll learn:

  • What Helm is and what problem it solves in the Kubernetes ecosystem
  • Core concepts: charts, releases, repositories, and the Helm lifecycle
  • Installing Helm 4 and configuring your environment
  • Your first helm install, helm upgrade, and helm uninstall
  • How Helm interacts with Kubernetes under the hood

By the end, you’ll have a working mental model of Helm that everything else builds on.

Helm 3 users: The fundamentals haven’t changed—feel free to skim or skip ahead to the What’s New sections.


2. Charts: Structure, Templates, and Values

Charts are the heart of Helm. This section covers how they’re built, how they work, and how to write your own.

We cover:

  • The anatomy of a Helm chart: Chart.yaml, values.yaml, templates, helpers
  • Writing Go templates for Kubernetes manifests
  • Using values.yaml effectively and overriding values at install time
  • Helm’s built-in template functions and the Sprig library
  • New in Helm 4: multi-document values files for managing complex environment configurations
  • New in Helm 4: custom template functions via plugins

You’ll go from reading charts to writing them—with a clear understanding of what every file does.

Helm 3 users: Multi-document values and custom template functions are net-new—make sure to cover those subsections.


3. The New Plugin System

Helm 4 completely redesigned its plugin architecture. This is one of the most significant changes in the new version—and one of the most powerful.

This section covers:

  • Helm’s three plugin types: CLI plugins, getter plugins, and post-renderer plugins
  • New in Helm 4: The optional WebAssembly-based plugin runtime for enhanced security and broader capabilities
  • How to install and use existing plugins
  • Writing your own Wasm-based plugin
  • Breaking change: Post-renderers are now plugins—executable post-renderers are no longer supported directly; a plugin name must be passed instead

Helm 3 users: If you use post-renderers in your pipelines, this section is critical. Your existing workflows will need to be updated.


4. Server-Side Apply

Helm 4 introduces server-side apply (SSA) as the default for new releases—a significant behavioral change with real implications for how Helm manages resources.

You’ll learn:

  • What server-side apply is and how it differs from client-side apply
  • Why SSA improves conflict resolution in environments with operators, GitOps tools, or multiple controllers
  • How Helm 4’s “latching” behavior works: new releases default to SSA; upgraded Helm 3 releases retain client-side apply by default
  • How to explicitly override apply behavior with --server-side
  • Testing SSA in your environment before committing to it

Helm 3 users: Existing releases migrated from Helm 3 will default to client-side apply—this section explains exactly how and when SSA kicks in, and how to control it.


5. Enhanced OCI Support

OCI registries are now a first-class citizen in Helm 4, with expanded support for modern supply chain security practices.

This section covers:

  • How Helm 4’s OCI registry support works end to end
  • New in Helm 4: Installing charts by digest (sha256:...) for reproducible, tamper-evident deployments
  • Breaking change: helm registry login now requires a domain name only—full URLs are no longer accepted
  • Improved OAuth and token-based authentication for private registries
  • Pulling charts from OCI indices that contain both container images and Helm charts

Helm 3 users: Update any scripts or CI jobs that call helm registry login with full URLs.


6. Resource Monitoring and Release Lifecycle

Helm 4 significantly improves how it watches and waits for Kubernetes resources, making deployments more reliable and observable.

We cover:

  • The new kstatus-based watcher and how it provides richer, more accurate resource status
  • How --wait now supports explicit strategy selection, including --wait=hookOnly
  • Better timeout handling: no more SDK timeout errors when timeout is not specified
  • Understanding FailedStatus and how Helm 4 avoids premature failure on transient states
  • The renamed CLI flags: --atomic--rollback-on-failure, --force--force-replace
  • Release history, rollback, and how --keep-history now correctly suspends previous deployed releases

Helm 3 users: The renamed flags are a common source of CI/CD breakage after upgrading—test all your pipelines before going to production.


7. Working with Repositories and Dependencies

Managing chart sources and dependencies is a core part of working with Helm at scale. This section covers both the basics and Helm 4 improvements.

You’ll learn:

  • Adding and managing chart repositories
  • Defining chart dependencies in Chart.yaml
  • New in Helm 4: Concurrent dependency builds with atomic file writes (faster, safer)
  • Content-based chart caching for faster repeated operations
  • The --no-headers flag for helm repo list—useful for scripting and automation

8. Migrating from Helm 3 to Helm 4

This section is specifically for teams running Helm 3 in production.

A structured, end-to-end walkthrough of what you need to do to upgrade safely.

We cover:

  • A complete inventory of breaking changes and what they mean for your setup
  • Testing existing charts and releases against Helm 4 before cutting over
  • Validating all three plugin types (CLI, getter, post-renderer)
  • Updating CI/CD pipelines for renamed CLI flags
  • Testing OCI workflows and registry authentication changes
  • Handling post-renderer migrations
  • What’s staying in Helm 3 during the support window (bug fixes until July 2026, security fixes until November 2026)
  • A practical upgrade checklist you can run against your own environment

Helm 4 maintains backwards compatibility for charts—v2 charts continue to work unchanged. This section focuses on tooling, pipelines, and behavioral changes.


9. Advanced Helm 4 Patterns

Once you’re comfortable with the core, this section covers how to use Helm 4 effectively in real production environments.

Topics include:

  • Structuring multi-environment deployments with multi-document values
  • Using the stable SDK API for programmatic Helm operations
  • Integrating Helm 4 into GitOps workflows
  • Securing your supply chain with digest-based chart installs
  • Performance tuning: content-based caching, concurrent dependency builds, and large-chart behavior
  • Debugging with improved error messages and kstatus output

About the Instructor

Jay Vilalta is a software engineering leader with deep experience in Kubernetes, cloud infrastructure, and DevOps tooling. He has built and operated Helm-based deployment systems across cloud-native environments ranging from early-stage startups to enterprise platforms.

This course reflects hands-on experience with Helm across multiple major versions—including the transition from Helm 2 to Helm 3, and now the move to Helm 4.


Learn Helm 4 the right way.

~2 hours  ·  Video course  ·  Instant access  ·  Covers Helm 4.x

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