In many cases, including migration from previous versions of data
shippers (e.g. Beats), it is useful to use ILM to manage historical
indices, which are no longer being written to. This commit adds a guide
which gives an example of how to do that.
In order to make it easier to interpret the output of the ILM Explain
API, this commit adds two request parameters to that API:
- `only_managed`, which causes the response to only contain indices
which have `index.lifecycle.name` set
- `only_errors`, which causes the response to contain only indices in an
ILM error state
"Error state" is defined as either being in the `ERROR` step or having
`index.lifecycle.name` set to a policy that does not exist.
We already have a note that the order of actions is up to ILM for each
phase, this commit puts the actions in the same order as they will be
executed.
Resolves#41729
Several files in the REST APIs nav section are included using
:leveloffset: tags. This increments headings (h2 -> h3, h3 -> h4, etc.)
in those files and removes the :leveloffset: tags.
Other supporting changes:
* Alphabetizes top-level REST API nav items.
* Change 'indices APIs' heading to 'index APIs.'
* Changes 'Snapshot lifecycle management' heading to sentence case.
* Expose index age in ILM explain output
This adds the index's age to the ILM explain output, for example:
```
{
"indices" : {
"ilm-000001" : {
"index" : "ilm-000001",
"managed" : true,
"policy" : "full-lifecycle",
"lifecycle_date" : "2019-07-16T19:48:22.294Z",
"lifecycle_date_millis" : 1563306502294,
"age" : "1.34m",
"phase" : "hot",
"phase_time" : "2019-07-16T19:48:22.487Z",
... etc ...
}
}
}
```
This age can be used to tell when ILM will transition the index to the
next phase, based on that phase's `min_age`.
Resolves#38988
* Expose age in getters and in HLRC
* Add Snapshot Lifecycle Management (#43934)
* Add SnapshotLifecycleService and related CRUD APIs
This commit adds `SnapshotLifecycleService` as a new service under the ilm
plugin. This service handles snapshot lifecycle policies by scheduling based on
the policies defined schedule.
This also includes the get, put, and delete APIs for these policies
Relates to #38461
* Make scheduledJobIds return an immutable set
* Use Object.equals for SnapshotLifecyclePolicy
* Remove unneeded TODO
* Implement ToXContentFragment on SnapshotLifecyclePolicyItem
* Copy contents of the scheduledJobIds
* Handle snapshot lifecycle policy updates and deletions (#40062)
(Note this is a PR against the `snapshot-lifecycle-management` feature branch)
This adds logic to `SnapshotLifecycleService` to handle updates and deletes for
snapshot policies. Policies with incremented versions have the old policy
cancelled and the new one scheduled. Deleted policies have their schedules
cancelled when they are no longer present in the cluster state metadata.
Relates to #38461
* Take a snapshot for the policy when the SLM policy is triggered (#40383)
(This is a PR for the `snapshot-lifecycle-management` branch)
This commit fills in `SnapshotLifecycleTask` to actually perform the
snapshotting when the policy is triggered. Currently there is no handling of the
results (other than logging) as that will be added in subsequent work.
This also adds unit tests and an integration test that schedules a policy and
ensures that a snapshot is correctly taken.
Relates to #38461
* Record most recent snapshot policy success/failure (#40619)
Keeping a record of the results of the successes and failures will aid
troubleshooting of policies and make users more confident that their
snapshots are being taken as expected.
This is the first step toward writing history in a more permanent
fashion.
* Validate snapshot lifecycle policies (#40654)
(This is a PR against the `snapshot-lifecycle-management` branch)
With the commit, we now validate the content of snapshot lifecycle policies when
the policy is being created or updated. This checks for the validity of the id,
name, schedule, and repository. Additionally, cluster state is checked to ensure
that the repository exists prior to the lifecycle being added to the cluster
state.
Part of #38461
* Hook SLM into ILM's start and stop APIs (#40871)
(This pull request is for the `snapshot-lifecycle-management` branch)
This change allows the existing `/_ilm/stop` and `/_ilm/start` APIs to also
manage snapshot lifecycle scheduling. When ILM is stopped all scheduled jobs are
cancelled.
Relates to #38461
* Add tests for SnapshotLifecyclePolicyItem (#40912)
Adds serialization tests for SnapshotLifecyclePolicyItem.
* Fix improper import in build.gradle after master merge
* Add human readable version of modified date for snapshot lifecycle policy (#41035)
* Add human readable version of modified date for snapshot lifecycle policy
This small change changes it from:
```
...
"modified_date": 1554843903242,
...
```
To
```
...
"modified_date" : "2019-04-09T21:05:03.242Z",
"modified_date_millis" : 1554843903242,
...
```
Including the `"modified_date"` field when the `?human` field is used.
Relates to #38461
* Fix test
* Add API to execute SLM policy on demand (#41038)
This commit adds the ability to perform a snapshot on demand for a policy. This
can be useful to take a snapshot immediately prior to performing some sort of
maintenance.
```json
PUT /_ilm/snapshot/<policy>/_execute
```
And it returns the response with the generated snapshot name:
```json
{
"snapshot_name" : "production-snap-2019.04.09-rfyv3j9qreixkdbnfuw0ug"
}
```
Note that this does not allow waiting for the snapshot, and the snapshot could
still fail. It *does* record this information into the cluster state similar to
a regularly trigged SLM job.
Relates to #38461
* Add next_execution to SLM policy metadata (#41221)
* Add next_execution to SLM policy metadata
This adds the next time a snapshot lifecycle policy will be executed when
retriving a policy's metadata, for example:
```json
GET /_ilm/snapshot?human
{
"production" : {
"version" : 1,
"modified_date" : "2019-04-15T21:16:21.865Z",
"modified_date_millis" : 1555362981865,
"policy" : {
"name" : "<production-snap-{now/d}>",
"schedule" : "*/30 * * * * ?",
"repository" : "repo",
"config" : {
"indices" : [
"foo-*",
"important"
],
"ignore_unavailable" : true,
"include_global_state" : false
}
},
"next_execution" : "2019-04-15T21:16:30.000Z",
"next_execution_millis" : 1555362990000
},
"other" : {
"version" : 1,
"modified_date" : "2019-04-15T21:12:19.959Z",
"modified_date_millis" : 1555362739959,
"policy" : {
"name" : "<other-snap-{now/d}>",
"schedule" : "0 30 2 * * ?",
"repository" : "repo",
"config" : {
"indices" : [
"other"
],
"ignore_unavailable" : false,
"include_global_state" : true
}
},
"next_execution" : "2019-04-16T02:30:00.000Z",
"next_execution_millis" : 1555381800000
}
}
```
Relates to #38461
* Fix and enhance tests
* Figured out how to Cron
* Change SLM endpoint from /_ilm/* to /_slm/* (#41320)
This commit changes the endpoint for snapshot lifecycle management from:
```
GET /_ilm/snapshot/<policy>
```
to:
```
GET /_slm/policy/<policy>
```
It mimics the ILM path only using `slm` instead of `ilm`.
Relates to #38461
* Add initial documentation for SLM (#41510)
* Add initial documentation for SLM
This adds the initial documentation for snapshot lifecycle management.
It also includes the REST spec API json files since they're sort of
documentation.
Relates to #38461
* Add `manage_slm` and `read_slm` roles (#41607)
* Add `manage_slm` and `read_slm` roles
This adds two more built in roles -
`manage_slm` which has permission to perform any of the SLM actions, as well as
stopping, starting, and retrieving the operation status of ILM.
`read_slm` which has permission to retrieve snapshot lifecycle policies as well
as retrieving the operation status of ILM.
Relates to #38461
* Add execute to the test
* Fix ilm -> slm typo in test
* Record SLM history into an index (#41707)
It is useful to have a record of the actions that Snapshot Lifecycle
Management takes, especially for the purposes of alerting when a
snapshot fails or has not been taken successfully for a certain amount of
time.
This adds the infrastructure to record SLM actions into an index that
can be queried at leisure, along with a lifecycle policy so that this
history does not grow without bound.
Additionally,
SLM automatically setting up an index + lifecycle policy leads to
`index_lifecycle` custom metadata in the cluster state, which some of
the ML tests don't know how to deal with due to setting up custom
`NamedXContentRegistry`s. Watcher would cause the same problem, but it
is already disabled (for the same reason).
* High Level Rest Client support for SLM (#41767)
* High Level Rest Client support for SLM
This commit add HLRC support for SLM.
Relates to #38461
* Fill out documentation tests with tags
* Add more callouts and asciidoc for HLRC
* Update javadoc links to real locations
* Add security test testing SLM cluster privileges (#42678)
* Add security test testing SLM cluster privileges
This adds a test to `PermissionsIT` that uses the `manage_slm` and `read_slm`
cluster privileges.
Relates to #38461
* Don't redefine vars
* Add Getting Started Guide for SLM (#42878)
This commit adds a basic Getting Started Guide for SLM.
* Include SLM policy name in Snapshot metadata (#43132)
Keep track of which SLM policy in the metadata field of the Snapshots
taken by SLM. This allows users to more easily understand where the
snapshot came from, and will enable future SLM features such as
retention policies.
* Fix compilation after master merge
* [TEST] Move exception wrapping for devious exception throwing
Fixes an issue where an exception was created from one line and thrown in another.
* Fix SLM for the change to AcknowledgedResponse
* Add Snapshot Lifecycle Management Package Docs (#43535)
* Fix compilation for transport actions now that task is required
* Add a note mentioning the privileges needed for SLM (#43708)
* Add a note mentioning the privileges needed for SLM
This adds a note to the top of the "getting started with SLM"
documentation mentioning that there are two built-in privileges to
assist with creating roles for SLM users and administrators.
Relates to #38461
* Mention that you can create snapshots for indices you can't read
* Fix REST tests for new number of cluster privileges
* Mute testThatNonExistingTemplatesAreAddedImmediately (#43951)
* Fix SnapshotHistoryStoreTests after merge
* Remove overridden newResponse functions that have been removed
* Fix compilation for backport
* Fix get snapshot output parsing in test
* [DOCS] Add redirects for removed autogen anchors (#44380)
* Switch <tt>...</tt> in javadocs for {@code ...}
* [DOCS] Added settings page for ILM.
* [DOCS] Adding ILM settings file
* [DOCS] Moved the ILM settings to a separate section
* [DOCS] Linked to the rollover docs.
* [DOCS] Tweaked the "required" wording.
We inject an Unfollow action before Shrink because the Shrink action
cannot be safely used on a following index, as it may not be fully
caught up with the leader index before the "original" following index is
deleted and replaced with a non-following Shrunken index. The Unfollow
action will verify that 1) the index is marked as "complete", and 2) all
operations up to this point have been replicated from the leader to the
follower before explicitly disconnecting the follower from the leader.
Injecting an Unfollow action before the Rollover action is done mainly
as a convenience: This allow users to use the same lifecycle policy on
both the leader and follower cluster without having to explictly modify
the policy to unfollow the index, while doing what we expect users to
want in most cases.
* Use ILM for Watcher history deletion
This commit adds an index lifecycle policy for the `.watch-history-*` indices.
This policy is automatically used for all new watch history indices.
This does not yet remove the automatic cleanup that the monitoring plugin does
for the .watch-history indices, and it does not touch the
`xpack.watcher.history.cleaner_service.enabled` setting.
Relates to #32041
This change adds the unfollow action for CCR follower indices.
This is needed for the shrink action in case an index is a follower index.
This will give the follower index the opportunity to fully catch up with
the leader index, pause index following and unfollow the leader index.
After this the shrink action can safely perform the ilm shrink.
The unfollow action needs to be added to the hot phase and acts as
barrier for going to the next phase (warm or delete phases), so that
follower indices are being unfollowed properly before indices are expected
to go in read-only mode. This allows the force merge action to execute
its steps safely.
The unfollow action has three steps:
* `wait-for-indexing-complete` step: waits for the index in question
to get the `index.lifecycle.indexing_complete` setting be set to `true`
* `wait-for-follow-shard-tasks` step: waits for all the shard follow tasks
for the index being handled to report that the leader shard global checkpoint
is equal to the follower shard global checkpoint.
* `pause-follower-index` step: Pauses index following, necessary to unfollow
* `close-follower-index` step: Closes the index, necessary to unfollow
* `unfollow-follower-index` step: Actually unfollows the index using
the CCR Unfollow API
* `open-follower-index` step: Reopens the index now that it is a normal index
* `wait-for-yellow` step: Waits for primary shards to be allocated after
reopening the index to ensure the index is ready for the next step
In the case of the last two steps, if the index in being handled is
a regular index then the steps acts as a no-op.
Relates to #34648
Co-authored-by: Martijn van Groningen <martijn.v.groningen@gmail.com>
Co-authored-by: Gordon Brown <gordon.brown@elastic.co>
The "include_type_name" parameter was temporarily introduced in #37285 to facilitate
moving the default parameter setting to "false" in many places in the documentation
code snippets. Most of the places can simply be reverted without causing errors.
In this change I looked for asciidoc files that contained the
"include_type_name=true" addition when creating new indices but didn't look
likey they made use of the "_doc" type for mappings. This is mostly the case
e.g. in the analysis docs where index creating often only contains settings. I
manually corrected the use of types in some places where the docs still used an
explicit type name and not the dummy "_doc" type.
This commit adds a set_priority action to the hot, warm, and cold
phases for an ILM policy. This action sets the `index.priority`
on the managed index to allow different priorities between the
hot, warm, and cold recoveries.
This commit also includes the HLRC and documentation changes.
closes#36905
* Default include_type_name to false for get and put mappings.
* Default include_type_name to false for get field mappings.
* Add a constant for the default include_type_name value.
* Default include_type_name to false for get and put index templates.
* Default include_type_name to false for create index.
* Update create index calls in REST documentation to use include_type_name=true.
* Some minor clean-ups around the get index API.
* In REST tests, use include_type_name=true by default for index creation.
* Make sure to use 'expression == false'.
* Clarify the different IndexTemplateMetaData toXContent methods.
* Fix FullClusterRestartIT#testSnapshotRestore.
* Fix the ml_anomalies_default_mappings test.
* Fix GetFieldMappingsResponseTests and GetIndexTemplateResponseTests.
We make sure to specify include_type_name=true during xContent parsing,
so we continue to test the legacy typed responses. XContent generation
for the typeless responses is currently only covered by REST tests,
but we will be adding unit test coverage for these as we implement
each typeless API in the Java HLRC.
This commit also refactors GetMappingsResponse to follow the same appraoch
as the other mappings-related responses, where we read include_type_name
out of the xContent params, instead of creating a second toXContent method.
This gives better consistency in the response parsing code.
* Fix more REST tests.
* Improve some wording in the create index documentation.
* Add a note about types removal in the create index docs.
* Fix SmokeTestMonitoringWithSecurityIT#testHTTPExporterWithSSL.
* Make sure to mention include_type_name in the REST docs for affected APIs.
* Make sure to use 'expression == false' in FullClusterRestartIT.
* Mention include_type_name in the REST templates docs.
Previously these were only linked in a circuitous way rather than being
available from the top level API documentation and "Put Lifecycle" API docs.
This makes them slightly easier to find for a user.
There are a handful of examples in the ILM documentation that could result in
rolling over indices more quickly than we might normally recommend,
contributing to over-sharding in cases where the examples are copied without
modification. This change makes some numbers bigger to try and avoid this.
This extra scenario describes the case where an updated
policy increases the current phase's `min_age`. Now, the
docs explicitly describe this scenario as to what is
expected -- old min_age is used.
Closes#35356.
Leaving `index.lifecycle.indexing_complete` in place when removing the
lifecycle policy from an index can cause confusion, as if a new policy
is associated with the policy, rollover will be silently skipped.
Removing that setting when removing the policy from an index makes
associating a new policy with the index more involved, but allows ILM to
fail loudly, rather than silently skipping operations which the user may
assume are being performed.
* Adjust order of checks in WaitForRolloverReadyStep
This allows ILM to error out properly for indices that have a valid
alias, but are not the write index, while still handling
`indexing_complete` on old-style aliases and rollover (that is, those
which only point to a single index at a time with no explicit write
index)
Adds a setting that indicates that an index is done indexing, set by ILM
when the Rollover action completes. This indicates that the Rollover
action should be skipped in any future invocations, as long as the index
is no longer the write index for its alias.
This enables 1) an index with a policy that involves the Rollover action
to have the policy removed and switched to another one without use of
the move-to-step API, and 2) integrations with Beats and CCR.
This commit documents how Index Lifecycle Management
interacts with snapshot/restore, and documents a workaround
for situations in which ILM should not immediately resume
managing an index after it is restored.
This adds an example to drive home the semantics of `min_age` and explain
how actions from one phase must complete before `min_age` is even tested
closes#34020.
RolloverStep previously had a name of "attempt_rollover", which was
inconsistent with all other step names due it its use of an underscore
instead of a dash.
RolloverAction will now periodically check the rollover conditions using
the Rollover API with the dry_run option as an AsyncWaitStep, then run
the rollover itself by calling the Rollover API with no conditions,
which will always roll over, as an AsyncActionStep. This will resolve
race condition issues in policies using RolloverAction.
The docs are not resilient to timing issues where the ILM metadata is not set on newly
created indices, so we shouldn't be so strict on the returned response
* [ILM] Add documentation for error handling in ILM
This adds some initial documentation for error handling and retrying failed
steps for index lifecycle management
* [DOCS] ILM API Ref edits
* [DOCS] Fixed endpoint for DELETE policy.
* [DOCS] Removed comparison to setting index.lifecycle.name to null.
* [DOCS] Fixed xrefs to explain API.
The remove-ilm-from-index API was using the DELETE http method
to signify that something is being removed. Although, metadata
about ILM for the index is being deleted, no entity/resource
is being deleted during this operation. POST is more in line with
what this API is actually doing, it is modifying the metadata for
an index. As part of this change, `remove` is also appended to the path
to be more explicit about its actions.
Gordon Brown
James Rodewig
Lee Hinman
Deb Adair
Christoph Büscher
Tal Levy
Martijn van Groningen
Jake Landis
Julie Tibshirani
Josh Soref
David Turner
Lisa Cawley
Gil Raphaelli