234 lines
12 KiB
Plaintext
234 lines
12 KiB
Plaintext
[[bootstrap-checks]]
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== Bootstrap Checks
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Collectively, we have a lot of experience with users suffering
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unexpected issues because they have not configured
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<<important-settings,important settings>>. In previous versions of
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Elasticsearch, misconfiguration of some of these settings were logged
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as warnings. Understandably, users sometimes miss these log messages.
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To ensure that these settings receive the attention that they deserve,
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Elasticsearch has bootstrap checks upon startup.
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These bootstrap checks inspect a variety of Elasticsearch and system
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settings and compare them to values that are safe for the operation of
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Elasticsearch. If Elasticsearch is in development mode, any bootstrap
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checks that fail appear as warnings in the Elasticsearch log. If
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Elasticsearch is in production mode, any bootstrap checks that fail will
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cause Elasticsearch to refuse to start.
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There are some bootstrap checks that are always enforced to prevent
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Elasticsearch from running with incompatible settings. These checks are
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documented individually.
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[float]
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=== Development vs. production mode
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By default, Elasticsearch binds to loopback addresses for <<modules-http,HTTP>>
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and <<modules-transport,transport (internal)>> communication. This is fine for
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downloading and playing with Elasticsearch as well as everyday development, but
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it's useless for production systems. To join a cluster, an Elasticsearch node
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must be reachable via transport communication. To join a cluster via a
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non-loopback address, a node must bind transport to a non-loopback address and
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not be using <<single-node-discovery,single-node discovery>>. Thus, we consider
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an Elasticsearch node to be in development mode if it can not form a cluster
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with another machine via a non-loopback address, and is otherwise in production
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mode if it can join a cluster via non-loopback addresses.
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Note that HTTP and transport can be configured independently via
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<<modules-http,`http.host`>> and <<modules-transport,`transport.host`>>; this
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can be useful for configuring a single node to be reachable via HTTP for testing
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purposes without triggering production mode.
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[[single-node-discovery]]
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[float]
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=== Single-node discovery
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We recognize that some users need to bind transport to an external interface for
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testing their usage of the transport client. For this situation, we provide the
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discovery type `single-node` (configure it by setting `discovery.type` to
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`single-node`); in this situation, a node will elect itself master and will not
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join a cluster with any other node.
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[float]
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=== Forcing the bootstrap checks
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If you are running a single node in production, it is possible to evade the
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bootstrap checks (either by not binding transport to an external interface, or
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by binding transport to an external interface and setting the discovery type to
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`single-node`). For this situation, you can force execution of the bootstrap
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checks by setting the system property `es.enforce.bootstrap.checks` to `true`
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(set this in <<jvm-options>>, or by adding `-Des.enforce.bootstrap.checks=true`
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to the environment variable `ES_JAVA_OPTS`). We strongly encourage you to do
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this if you are in this specific situation. This system property can be used to
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force execution of the bootstrap checks independent of the node configuration.
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=== Heap size check
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If a JVM is started with unequal initial and max heap size, it can be
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prone to pauses as the JVM heap is resized during system usage. To avoid
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these resize pauses, it's best to start the JVM with the initial heap
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size equal to the maximum heap size. Additionally, if
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<<bootstrap-memory_lock,`bootstrap.memory_lock`>> is enabled, the JVM
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will lock the initial size of the heap on startup. If the initial heap
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size is not equal to the maximum heap size, after a resize it will not
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be the case that all of the JVM heap is locked in memory. To pass the
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heap size check, you must configure the <<heap-size,heap size>>.
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=== File descriptor check
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File descriptors are a Unix construct for tracking open "files". In Unix
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though, https://en.wikipedia.org/wiki/Everything_is_a_file[everything is
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a file]. For example, "files" could be a physical file, a virtual file
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(e.g., `/proc/loadavg`), or network sockets. Elasticsearch requires
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lots of file descriptors (e.g., every shard is composed of multiple
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segments and other files, plus connections to other nodes, etc.). This
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bootstrap check is enforced on OS X and Linux. To pass the file
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descriptor check, you might have to configure <<file-descriptors,file
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descriptors>>.
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=== Memory lock check
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When the JVM does a major garbage collection it touches every page of
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the heap. If any of those pages are swapped out to disk they will have
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to be swapped back in to memory. That causes lots of disk thrashing that
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Elasticsearch would much rather use to service requests. There are
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several ways to configure a system to disallow swapping. One way is by
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requesting the JVM to lock the heap in memory through `mlockall` (Unix)
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or virtual lock (Windows). This is done via the Elasticsearch setting
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<<bootstrap-memory_lock,`bootstrap.memory_lock`>>. However, there are
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cases where this setting can be passed to Elasticsearch but
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Elasticsearch is not able to lock the heap (e.g., if the `elasticsearch`
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user does not have `memlock unlimited`). The memory lock check verifies
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that *if* the `bootstrap.memory_lock` setting is enabled, that the JVM
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was successfully able to lock the heap. To pass the memory lock check,
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you might have to configure <<bootstrap-memory_lock,`bootstrap.memory_lock`>>.
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[[max-number-threads-check]]
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=== Maximum number of threads check
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Elasticsearch executes requests by breaking the request down into stages
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and handing those stages off to different thread pool executors. There
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are different <<modules-threadpool,thread pool executors>> for a variety
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of tasks within Elasticsearch. Thus, Elasticsearch needs the ability to
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create a lot of threads. The maximum number of threads check ensures
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that the Elasticsearch process has the rights to create enough threads
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under normal use. This check is enforced only on Linux. If you are on
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Linux, to pass the maximum number of threads check, you must configure
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your system to allow the Elasticsearch process the ability to create at
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least 2048 threads. This can be done via `/etc/security/limits.conf`
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using the `nproc` setting (note that you might have to increase the
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limits for the `root` user too).
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[[max-size-virtual-memory-check]]
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=== Maximum size virtual memory check
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Elasticsearch and Lucene use `mmap` to great effect to map portions of
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an index into the Elasticsearch address space. This keeps certain index
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data off the JVM heap but in memory for blazing fast access. For this to
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be effective, the Elasticsearch should have unlimited address space. The
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maximum size virtual memory check enforces that the Elasticsearch
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process has unlimited address space and is enforced only on Linux. To
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pass the maximum size virtual memory check, you must configure your
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system to allow the Elasticsearch process the ability to have unlimited
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address space. This can be done via `/etc/security/limits.conf` using
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the `as` setting to `unlimited` (note that you might have to increase
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the limits for the `root` user too).
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=== Max file size check
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The segment files that are the components of individual shards and the translog
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generations that are components of the translog can get large (exceeding
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multiple gigabytes). On systems where the max size of files that can be created
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by the Elasticsearch process is limited, this can lead to failed
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writes. Therefore, the safest option here is that the max file size is unlimited
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and that is what the max file size bootstrap check enforces. To pass the max
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file check, you must configure your system to allow the Elasticsearch process
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the ability to write files of unlimited size. This can be done via
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`/etc/security/limits.conf` using the `fsize` setting to `unlimited` (note that
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you might have to increase the limits for the `root` user too).
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=== Maximum map count check
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Continuing from the previous <<max-size-virtual-memory-check,point>>, to
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use `mmap` effectively, Elasticsearch also requires the ability to
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create many memory-mapped areas. The maximum map count check checks that
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the kernel allows a process to have at least 262,144 memory-mapped areas
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and is enforced on Linux only. To pass the maximum map count check, you
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must configure `vm.max_map_count` via `sysctl` to be at least `262144`.
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=== Client JVM check
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There are two different JVMs provided by OpenJDK-derived JVMs: the
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client JVM and the server JVM. These JVMs use different compilers for
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producing executable machine code from Java bytecode. The client JVM is
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tuned for startup time and memory footprint while the server JVM is
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tuned for maximizing performance. The difference in performance between
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the two VMs can be substantial. The client JVM check ensures that
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Elasticsearch is not running inside the client JVM. To pass the client
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JVM check, you must start Elasticsearch with the server VM. On modern
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systems and operating systems, the server VM is the
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default.
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=== Use serial collector check
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There are various garbage collectors for the OpenJDK-derived JVMs
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targeting different workloads. The serial collector in particular is
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best suited for single logical CPU machines or extremely small heaps,
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neither of which are suitable for running Elasticsearch. Using the
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serial collector with Elasticsearch can be devastating for performance.
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The serial collector check ensures that Elasticsearch is not configured
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to run with the serial collector. To pass the serial collector check,
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you must not start Elasticsearch with the serial collector (whether it's
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from the defaults for the JVM that you're using, or you've explicitly
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specified it with `-XX:+UseSerialGC`). Note that the default JVM
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configuration that ships with Elasticsearch configures Elasticsearch to
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use the CMS collector.
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=== System call filter check
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Elasticsearch installs system call filters of various flavors depending
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on the operating system (e.g., seccomp on Linux). These system call
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filters are installed to prevent the ability to execute system calls
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related to forking as a defense mechanism against arbitrary code
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execution attacks on Elasticsearch The system call filter check ensures
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that if system call filters are enabled, then they were successfully
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installed. To pass the system call filter check you must either fix any
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configuration errors on your system that prevented system call filters
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from installing (check your logs), or *at your own risk* disable system
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call filters by setting `bootstrap.system_call_filter` to `false`.
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=== OnError and OnOutOfMemoryError checks
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The JVM options `OnError` and `OnOutOfMemoryError` enable executing
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arbitrary commands if the JVM encounters a fatal error (`OnError`) or an
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`OutOfMemoryError` (`OnOutOfMemoryError`). However, by default,
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Elasticsearch system call filters (seccomp) are enabled and these
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filters prevent forking. Thus, using `OnError` or `OnOutOfMemoryError`
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and system call filters are incompatible. The `OnError` and
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`OnOutOfMemoryError` checks prevent Elasticsearch from starting if
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either of these JVM options are used and system call filters are
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enabled. This check is always enforced. To pass this check do not enable
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`OnError` nor `OnOutOfMemoryError`; instead, upgrade to Java 8u92 and
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use the JVM flag `ExitOnOutOfMemoryError`. While this does not have the
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full capabilities of `OnError` nor `OnOutOfMemoryError`, arbitrary
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forking will not be supported with seccomp enabled.
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=== Early-access check
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The OpenJDK project provides early-access snapshots of upcoming releases. These
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releases are not suitable for production. The early-access check detects these
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early-access snapshots. To pass this check, you must start Elasticsearch on a
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release build of the JVM.
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=== G1GC check
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Early versions of the HotSpot JVM that shipped with JDK 8 are known to
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have issues that can lead to index corruption when the G1GC collector is
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enabled. The versions impacted are those earlier than the version of
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HotSpot that shipped with JDK 8u40. The G1GC check detects these early
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versions of the HotSpot JVM.
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=== All permission check
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The all permission check ensures that the security policy used during bootstrap
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does not grant the `java.security.AllPermission` to Elasticsearch. Running with
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the all permission granted is equivalent to disabling the security manager.
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