Skip to main content
This page summarizes the installation flow for Kubex Automation Engine. For the full workflow, use the upstream guide: https://github.com/densify-dev/helm-charts/blob/master/charts/kubex-automation-engine/docs/Getting-Started.md

​
Prerequisites

Before installing:
  • You have access to your Kubex instance details
  • You have Helm access to your cluster
  • You can install CRDs in the target cluster
  • You can create required cluster-scoped RBAC and admission webhook resources

​
Step 1: Prepare Required Values

Start from the chart template: https://github.com/densify-dev/helm-charts/blob/master/charts/kubex-automation-engine/kubex-automation-values.yaml At minimum, set: 
kubex:
  url:
    host: your-instance.kubex.ai
  clusterName: my-cluster

kubexCredentials:
  username: your-username
  epassword: your-encrypted-password
If credentials are managed externally: 
createSecrets: false

gateway:
  configSecretName: kubex-gateway-config

kubex:
  url:
    host: your-instance.kubex.ai
  clusterName: my-cluster

​
Step 2: Add Helm Repo

helm repo add kubex https://densify-dev.github.io/helm-charts
helm repo update

​
Step 3: Install CRDs

helm install kubex-crds kubex/kubex-crds \
  --namespace kubex \
  --create-namespace

​
Step 4: Install Automation Engine

helm install kubex-automation-engine kubex/kubex-automation-engine \
  --namespace kubex \
  --create-namespace \
  -f kubex-automation-values.yaml
OpenShift note:
  • Installation still requires cluster-scoped permissions for RBAC and admission webhook resources
  • Set openshift.enabled=true for the chart’s restricted-friendly OpenShift path
  • Set openshift.fsGroup only if your cluster policy requires it

​
Step 5: Verify Health

kubectl get deployment kubex-automation-engine -n kubex
kubectl get pods -n kubex -l control-plane=controller-manager
kubectl get validatingwebhookconfigurations,mutatingwebhookconfigurations | grep kubex

​
Step 6: Create First Strategy and Policy

You can either:
  • Use Helm-managed values (scope and policy.policies) for generated cluster-scoped resources
  • Manage CR manifests directly with kubectl or GitOps
Also validate:
  • Policy resolution in controller logs
  • Recommendation ingestion and rightsizing application for targeted workloads

​
Step 7: Apply Configuration Updates

After changing values or policy configuration, re-run: 
helm upgrade kubex-automation-engine kubex/kubex-automation-engine \
  --namespace kubex \
  -f kubex-automation-values.yaml

​
Uninstall Notes

When uninstalling, remove chart resources and clean up any remaining finalizers for externally managed CRs. For full guided steps, see: https://github.com/densify-dev/helm-charts/blob/master/charts/kubex-automation-engine/docs/Getting-Started.md