OpenSearch/docs/reference/setup/bootstrap-checks.asciidoc

[[bootstrap-checks]]
== Bootstrap Checks

Collectively, we have a lot of experience with users suffering
unexpected issues because they have not configured
<<important-settings,important settings>>. In previous versions of
Elasticsearch, misconfiguration of some of these settings were logged
as warnings. Understandably, users sometimes miss these log messages.
To ensure that these settings receive the attention that they deserve,
Elasticsearch has bootstrap checks upon startup.

These bootstrap checks inspect a variety of Elasticsearch and system
settings and compare them to values that are safe for the operation of
Elasticsearch. If Elasticsearch is in development mode, any bootstrap
checks that fail appear as warnings in the Elasticsearch log. If
Elasticsearch is in production mode, any bootstrap checks that fail will
cause Elasticsearch to refuse to start.

=== Development vs. production mode

By default, Elasticsearch binds and publishes to `localhost`. This is
fine for downloading and playing with Elasticsearch, and everyday
development but it's useless for production systems. For a production
installation to be reachable, it must either bind or publish to an
external interface. Thus, we consider Elasticsearch to be in development
mode if it does not bind nor publish to an external interface (the
default), and is otherwise in production mode if it does bind or publish
to an external interface.

=== Heap size check

If a JVM is started with unequal initial and max heap size, it can be
prone to pauses as the JVM heap is resized during system usage. To avoid
these resize pauses, it's best to start the JVM with the initial heap
size equal to the maximum heap size. Additionally, if
<<bootstrap.mlockall,`bootstrap.mlockall`>> is enabled, the JVM will
lock the initial size of the heap on startup. If the initial heap size
is not equal to the maximum heap size, after a resize it will not be the
case that all of the JVM heap is locked in memory. To pass the heap size
check, you must configure the <<heap-size,heap size>>.


=== File descriptor check

File descriptors are a Unix construct for tracking open "files". In Unix
though, https://en.wikipedia.org/wiki/Everything_is_a_file[everything is
a file]. For example, "files" could be a physical file, a virtual file
(e.g., ``/proc/loadavg`), or network sockets. Elasticsearch requires
lots file descriptors (e.g., every shard is composed of multiple
segments and other files, plus connections to other nodes, etc.). This
bootstrap check is enforced on OS X and Linux. To pass the file
descriptor check, you might have to configure <<file-descriptors,file
descriptors>>.

=== Memory lock check

When the JVM does a major garbage collection it touches every page of
the heap. If any of those pages are swapped out to disk they will have
to be swapped back in to memory. That causes lots of disk thrashing that
Elasticsearch would much rather use to service requests. There are
several ways to configure a system to disallow swapping. One way is by
requesting the JVM to lock the heap in memory through `mlockall` (Unix)
or virtual lock (Windows). This is done via the Elasticsearch setting
<<bootstrap.mlockall,`bootstrap.mlockall`>>. However, there are cases
where this setting can be passed to Elasticsearch but Elasticsearch is
not able to lock the heap (e.g., if the `elasticsearch` user does not
have `memlock unlimited`). The memory lock check verifies that *if* the
`bootstrap.mlockall` setting is enabled, that the JVM was successfully
able to lock the heap. To pass the memory lock check, you might have to
configure <<mlockall,`mlockall`>>.

=== Minimum master nodes check

Elasticsearch uses a single master for managing cluster state but
enables there to be multiple master-eligible nodes for
high-availability. In the case of a partition, master-eligible nodes on
each side of the partition might be elected as the acting master without
knowing that there is a master on the side of the partition. This can
lead to divergent cluster states potentially leading to data loss when
the partition is healed. This is the notion of a split brain and it is
the worst thing that can happen to an Elasticsearch cluster. But by
configuring
<<minimum_master_nodes,`discovery.zen.minimum_master_nodes`>> to be
equal to a quorum of master-eligible nodes, it is not possible for the
cluster to suffer from split brain because during a network partition
there can be at most one side of the partition that contains a quorum of
master nodes. The minimum master nodes check enforces that you've set
<<minimum_master_nodes>>. To pass the minimum master nodes check, you
must configure
<<minimum_master_nodes,`discovery.zen.minimum_master_nodes`>>.

NOTE: The minimum master nodes check does not enforce that you've
configured <<minimum_master_nodes,`discovery.zen.minimum_master_nodes`>>
correctly, only that you have it configured. Elasticsearch does log a
warning message if it detects that <<minimum_master_nodes>> is
incorrectly configured based on the number of master-eligible nodes
visible in the cluster state. Future versions of Elasticsearch will
contain stricter enforcement of
<<minimum_master_nodes,`discovery.zen.minimum_master_nodes`>>.

=== Maximum number of threads check

Elasticsearch executes requests by breaking the request down into stages
and handing those stages off to different thread pool executors. There
are different <<modules-threadpool,thread pool executors>> for a variety
of tasks within Elasticsearch. Thus, Elasticsearch needs the ability to
create a lot of threads. The maximum number of threads check ensures
that the Elasticsearch process has the rights to create enough threads
under normal use. This check is enforced only on Linux. If you are on
Linux, to pass the maximum number of threads check, you must configure
your system to allow the Elasticsearch process the ability to create at
least 2048 threads. This can be done via `/etc/security/limits.conf`
using the `nproc` setting (note that you might have to increase the
limits for the `root` user too).

[[max-size-virtual-memory-check]]
=== Maximum size virtual memory check

Elasticsearch and Lucene use `mmap` to great effect to map portions of
an index into the Elasticsearch address space. This keeps certain index
data off the JVM heap but in memory for blazing fast access. For this to
be effective, the Elasticsearch should have unlimited address space. The
maximum size virtual memory check enforces that the Elasticsearch
process has unlimited address space and is enforced only on Linux. To
pass the maximum size virtual memory check, you must configure your
system to allow the Elasticsearch process the ability to have unlimited
address space. This can be done via `/etc/security/limits.conf` using
the `as` setting to `unlimited` (note that you might have to increaes
the limits for the `root` user too).

=== Maximum map count check

Continuing from the previous <<max-size-virtual-memory-check,point>>, to
use `mmap` effectively, Elasticsearch also requires the ability to
create many memory-mapped areas. The maximum map count check checks that
the kernel allows a process to have at least 262,144 memory-mapped areas
and is enforced on Linux only. To pass the maximum map count check, you
must configure `vm.max_map_count` via `sysctl` to be at least `262144`.

=== Client JVM check

There are two different JVMs provided by OpenJDK-derived JVMs: the
client JVM and the server JVM. These JVMs use different compilers for
producing executable machine code from Java bytecode. The client JVM is
tuned for startup time and memory footprint while the server JVM is
tuned for maximizing performance. The difference in performance between
the two VMs can be substantial. The client JVM check ensures that
Elasticsearch is not running inside the client JVM. To pass the client
JVM check, you must start Elasticsearch with the server VM. On modern
systems and operating systems, the server VM is the
default. Additionally, Elasticsearch is configured by default to force
the server VM.