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Helmsman Tutorial: From Beginner to Advanced



1. Introduction to Helmsman

What is Helmsman?

Helmsman is an open-source tool that lets you declare and manage Helm chart deployments as code, using a simple Desired State File (DSF) written in YAML or JSON.
Helmsman adds governance, RBAC, drift detection, and advanced orchestrationโ€”addressing gaps in raw Helm and even other tools like Helmfile and Helmwave.

Key Features & Advantages

  • Declarative deployment: Manage all releases, values, RBAC, and policies in a single DSF.
  • RBAC & policy management: Built-in Kubernetes RBAC and team governance.
  • Drift detection: Identify out-of-sync resources before making changes.
  • Plan/apply workflows: Preview actions before executing.
  • Release priorities & dependencies: Control install/upgrade order.
  • GitOps & CI/CD friendly: Designed for automation pipelines.
  • Secrets integration: Manage sensitive values securely.

2. Installation and Setup

Prerequisites

Install Helmsman

Via Homebrew (macOS/Linux):

brew install praqma/tap/helmsman

Via Binary Download:

  • Go to Helmsman Releases.
  • Download and extract for your OS.
  • Move helmsman binary to your PATH.

Check Installation:

helmsman --version

3. Understanding the Desired State File (DSF) Structure

The DSF is a YAML or JSON file describing all releases, charts, environments, namespaces, priorities, RBAC, and more.

Minimal YAML Example

namespaces:
  default:
    installTiller: false

apps:
  my-nginx:
    namespace: default
    enabled: true
    chart: stable/nginx
    version: 13.2.17
    valuesFile: values/nginx.yaml
Code language: JavaScript (javascript)

Key Sections

  • namespaces: Namespaces to manage or create.
  • apps: List of Helm releases (name, chart, version, namespace, values, etc.).
  • charts: (Optional) External chart sources.
  • settings: Global options (kubeContext, helmRepos, etc.).
  • rbac: (Optional) RBAC roles and bindings.
  • environments: (Optional) Multiple cluster/environment support.

Pro Tip:
Helmsman also supports variable substitution and conditional logic for powerful configs.


4. Creating and Managing Simple Helm Releases

Step-by-Step Example

  1. Create a DSF file (helmsman.yaml): apps: my-nginx: namespace: default chart: stable/nginx version: 13.2.17 enabled: true valuesFile: values/nginx.yaml
  2. Apply your desired state: helmsman -f helmsman.yaml --apply
  3. Upgrade a release:
    Update your values or chart version and re-apply.
  4. Delete a release:
    Remove from DSF and run with --purge.

5. Organizing Projects with Multiple Releases, Namespaces, and Charts

Helmsman can manage hundreds of releases in multiple namespaces.

namespaces:
  frontend:
  backend:

apps:
  frontend-app:
    namespace: frontend
    chart: myorg/frontend
    valuesFile: values/frontend.yaml

  backend-app:
    namespace: backend
    chart: myorg/backend
    valuesFile: values/backend.yaml

Tip:
Helmsman will auto-create namespaces if they donโ€™t exist (unless you disable this in settings).


6. Setting Up Priorities and Controlling Release Ordering

Helmsman supports priorities (lower numbers first) and dependencies.

apps:
  database:
    namespace: backend
    chart: bitnami/postgresql
    priority: 1

  api:
    namespace: backend
    chart: myorg/api
    priority: 2
    dependsOn:
      - database

  frontend:
    namespace: frontend
    chart: myorg/frontend
    priority: 3
    dependsOn:
      - api
Code language: PHP (php)

Result:
database โ†’ api โ†’ frontend (order guaranteed).


7. Implementing RBAC and Policy Management

Helmsman can create and manage RBAC roles for your Helm releases.

rbac:
  myteam:
    namespaces: [frontend, backend]
    role: admin
    users: [alice, bob]
    serviceAccounts: [ci-bot]
Code language: CSS (css)
  • Supports custom roles and fine-grained permissions.
  • Bind users/service accounts to namespaces for access control.

Tip:
You can also set up cluster-wide roles and restrict who can update what.


8. Using Drift Detection, Plan/Apply Workflows, and Dry Runs

Drift Detection

  • Before applying changes, Helmsman detects โ€œdriftโ€ between your DSF and whatโ€™s actually running.
helmsman -f helmsman.yaml --show-diff
Code language: CSS (css)

Plan Before Apply

  • Preview actions without making changes: helmsman -f helmsman.yaml --plan

Dry Run

  • Simulate an upgrade or install: helmsman -f helmsman.yaml --apply --dry-run

9. Integrating Secrets and Managing Configuration Securely

  • Helmsman supports Helm secrets and environment variables.
  • Reference encrypted files: apps: secret-app: namespace: backend chart: myorg/secure secretsFile: secrets/app-secrets.yaml
  • Use variables: settings: envVars: DB_PASSWORD: ${DB_PASSWORD}
  • Pass env vars from your shell or CI/CD.

10. Managing Environments and Release Conditions

  • Helmsman supports environments for multiple clusters or namespaces. environments: dev: kubeContext: dev-cluster namespace: dev prod: kubeContext: prod-cluster namespace: prod
  • Reference with: helmsman -f helmsman.yaml --environment dev --apply
  • Conditional releases:
    Deploy certain apps only in specific environments: apps: canary: namespace: frontend enabled: ${ENVIRONMENT == "dev"}

11. Incorporating Helmsman into CI/CD and GitOps Workflows

Example: GitHub Actions Workflow

- name: Install Helmsman
  run: brew install praqma/tap/helmsman

- name: Deploy with Helmsman
  env:
    KUBECONFIG: ${{ secrets.KUBECONFIG }}
    DB_PASSWORD: ${{ secrets.DB_PASSWORD }}
  run: |
    helmsman -f helmsman.yaml --apply
Code language: JavaScript (javascript)

Tips:

  • Store secrets in your CI/CD secret manager.
  • Use plan/diff in PRs, apply on merge.

12. Troubleshooting, Debugging, and Best Practices

Debugging Tools

  • Use verbose mode: helmsman -f helmsman.yaml --apply --debug
  • Check drift: helmsman -f helmsman.yaml --show-diff
  • Helm log inspection: helm list -A helm status <release>

Best Practices

  • Use priorities and dependencies for reliability.
  • Separate environments in different DSFs or use environments.
  • Encrypt all secrets and sensitive values.
  • Keep your DSF and values in version control.
  • Use selectors/labels to operate on subsets of releases.

13. Real-World Examples and Sample Configurations

Microservices Example

namespaces:
  user:
  order:
  payment:

apps:
  user-service:
    namespace: user
    chart: myorg/user
    valuesFile: values/user.yaml
    priority: 1

  order-service:
    namespace: order
    chart: myorg/order
    valuesFile: values/order.yaml
    dependsOn: [user-service]
    priority: 2

  payment-service:
    namespace: payment
    chart: myorg/payment
    valuesFile: values/payment.yaml
    dependsOn: [order-service]
    priority: 3

14. Comparison with Helmfile, Helmwave, and When to Choose Helmsman

FeatureHelmsmanHelmfileHelmwave
RBAC/Policy Mgmtโœ… (core)โš ๏ธ (some)โš ๏ธ (some)
Drift Detectionโœ…๐Ÿšซ๐Ÿšซ
Declarative Configโœ…โœ…โœ…
Release Prioritiesโœ…โš ๏ธ (needs)โœ… (graph)
Plan/Apply Workflowโœ…โœ…โœ…
Environmentsโœ…โœ…โœ…
Secrets Mgmtโœ…โœ…โœ…
Parallelism๐Ÿšซ๐Ÿšซโœ…
CI/CD Friendlyโœ…โœ…โœ…

When to Choose Helmsman

  • You need built-in RBAC, governance, and drift detection.
  • Large organizations managing hundreds of releases with strong compliance needs.
  • You want a clear โ€œplan/applyโ€ workflow with audit trails.

Conclusion

Helmsman is an enterprise-grade tool for Kubernetes release orchestration, governance, and automation.
Itโ€™s powerful for both small and large teams, making release management predictable, auditable, and secureโ€”from development to production.


Further Reading & Resources


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Iโ€™m a DevOps/SRE/DevSecOps/Cloud Expert passionate about sharing knowledge and experiences. I have worked at <a href="https://www.cotocus.com/">Cotocus</a>. I share tech blog at <a href="https://www.devopsschool.com/">DevOps School</a>, travel stories at <a href="https://www.holidaylandmark.com/">Holiday Landmark</a>, stock market tips at <a href="https://www.stocksmantra.in/">Stocks Mantra</a>, health and fitness guidance at <a href="https://www.mymedicplus.com/">My Medic Plus</a>, product reviews at <a href="https://www.truereviewnow.com/">TrueReviewNow</a> , and SEO strategies at <a href="https://www.wizbrand.com/">Wizbrand.</a> Do you want to learn <a href="https://www.quantumuting.com/">Quantum Computing</a>? <strong>Please find my social handles as below;</strong> <a href="https://www.rajeshkumar.xyz/">Rajesh Kumar Personal Website</a> <a href="https://www.youtube.com/TheDevOpsSchool">Rajesh Kumar at YOUTUBE</a> <a href="https://www.instagram.com/rajeshkumarin">Rajesh Kumar at INSTAGRAM</a> <a href="https://x.com/RajeshKumarIn">Rajesh Kumar at X</a> <a href="https://www.facebook.com/RajeshKumarLog">Rajesh Kumar at FACEBOOK</a> <a href="https://www.linkedin.com/in/rajeshkumarin/">Rajesh Kumar at LINKEDIN</a> <a href="https://www.wizbrand.com/rajeshkumar">Rajesh Kumar at WIZBRAND</a> <a href="https://www.rajeshkumar.xyz/dailylogs">Rajesh Kumar DailyLogs</a>

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