216 lines
10 KiB
Plaintext
216 lines
10 KiB
Plaintext
[role="xpack"]
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[testenv="basic"]
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[[getting-started-snapshot-lifecycle-management]]
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== Getting started with snapshot lifecycle management
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Let's get started with snapshot lifecycle management (SLM) by working through a
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hands-on scenario. The goal of this example is to automatically back up {es}
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indices using the <<modules-snapshots,snapshots>> every day at a particular
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time.
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[float]
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[[slm-and-security]]
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=== Security and SLM
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Before starting, it's important to understand the privileges that are needed
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when configuring SLM if you are using the security plugin. There are two
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built-in cluster privileges that can be used to assist: `manage_slm` and
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`read_slm`. It's also good to note that the `create_snapshot` permission
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allows taking snapshots even for indices the role may not have access to.
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An example of configuring an administrator role for SLM follows:
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[source,js]
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-----------------------------------
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POST /_security/role/slm-admin
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{
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"cluster": ["manage_slm", "create_snapshot"],
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"indices": [
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{
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"names": [".slm-history-*"],
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"privileges": ["all"]
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}
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]
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}
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-----------------------------------
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// CONSOLE
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// TEST[skip:security is not enabled here]
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Or, for a read-only role that can retrieve policies (but not update, execute, or
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delete them), as well as only view the history index:
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[source,js]
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-----------------------------------
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POST /_security/role/slm-read-only
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{
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"cluster": ["read_slm"],
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"indices": [
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{
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"names": [".slm-history-*"],
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"privileges": ["read"]
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}
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]
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}
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-----------------------------------
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// CONSOLE
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// TEST[skip:security is not enabled here]
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[float]
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[[slm-gs-create-policy]]
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=== Setting up a repository
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Before we can set up an SLM policy, we'll need to set up a
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<<snapshots-repositories,snapshot repository>> where the snapshots will be
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stored. Repositories can use {plugins}/repository.html[many different backends],
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including cloud storage providers. You'll probably want to use one of these in
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production, but for this example we'll use a shared file system repository:
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[source,js]
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-----------------------------------
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PUT /_snapshot/my_repository
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{
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"type": "fs",
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"settings": {
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"location": "my_backup_location"
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}
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}
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-----------------------------------
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// CONSOLE
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// TEST
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[float]
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=== Setting up a policy
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Now that we have a repository in place, we can create a policy to automatically
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take snapshots. Policies are written in JSON and will define when to take
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snapshots, what the snapshots should be named, and which indices should be
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included, among other things. We'll use the <<slm-api-put,Put Policy>> API
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to create the policy.
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[source,js]
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--------------------------------------------------
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PUT /_slm/policy/nightly-snapshots
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{
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"schedule": "0 30 1 * * ?", <1>
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"name": "<nightly-snap-{now/d}>", <2>
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"repository": "my_repository", <3>
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"config": { <4>
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"indices": ["*"] <5>
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}
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}
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--------------------------------------------------
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// CONSOLE
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// TEST[continued]
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<1> when the snapshot should be taken, using
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{xpack-ref}/trigger-schedule.html#schedule-cron[Cron syntax], in this
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case at 1:30AM each day
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<2> whe name each snapshot should be given, using
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<<date-math-index-names,date math>> to include the current date in the name
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of the snapshot
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<3> the repository the snapshot should be stored in
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<4> the configuration to be used for the snapshot requests (see below)
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<5> which indices should be included in the snapshot, in this case, every index
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This policy will take a snapshot of every index each day at 1:30AM UTC.
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Snapshots are incremental, allowing frequent snapshots to be stored efficiently,
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so don't be afraid to configure a policy to take frequent snapshots.
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In addition to specifying the indices that should be included in the snapshot,
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the `config` field can be used to customize other aspects of the snapshot. You
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can use any option allowed in <<snapshots-take-snapshot,a regular snapshot
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request>>, so you can specify, for example, whether the snapshot should fail in
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special cases, such as if one of the specified indices cannot be found.
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[float]
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=== Making sure the policy works
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While snapshots taken by SLM policies can be viewed through the standard snapshot
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API, SLM also keeps track of policy successes and failures in ways that are a bit
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easier to use to make sure the policy is working. Once a policy has executed at
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least once, when you view the policy using the <<slm-api-get,Get Policy API>>,
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some metadata will be returned indicating whether the snapshot was sucessfully
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initiated or not.
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Instead of waiting for our policy to run, let's tell SLM to take a snapshot
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as using the configuration from our policy right now instead of waiting for
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1:30AM.
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[source,js]
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--------------------------------------------------
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PUT /_slm/policy/nightly-snapshots/_execute
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--------------------------------------------------
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// CONSOLE
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// TEST[skip:we can't easily handle snapshots from docs tests]
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This request will kick off a snapshot for our policy right now, regardless of
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the schedule in the policy. This is useful for taking snapshots before making
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a configuration change, upgrading, or for our purposes, making sure our policy
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is going to work successfully. The policy will continue to run on its configured
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schedule after this execution of the policy.
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[source,js]
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--------------------------------------------------
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GET /_slm/policy/nightly-snapshots?human
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--------------------------------------------------
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// CONSOLE
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// TEST[continued]
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This request will return a response that includes the policy, as well as
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information about the last time the policy succeeded and failed, as well as the
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next time the policy will be executed.
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[source,js]
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--------------------------------------------------
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{
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"nightly-snapshots" : {
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"version": 1,
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"modified_date": "2019-04-23T01:30:00.000Z",
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"modified_date_millis": 1556048137314,
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"policy" : {
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"schedule": "0 30 1 * * ?",
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"name": "<nightly-snap-{now/d}>",
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"repository": "my_repository",
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"config": {
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"indices": ["*"],
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}
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},
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"last_success": { <1>
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"snapshot_name": "nightly-snap-2019.04.24-tmtnyjtrsxkhbrrdcgg18a", <2>
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"time_string": "2019-04-24T16:43:49.316Z",
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"time": 1556124229316
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} ,
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"last_failure": { <3>
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"snapshot_name": "nightly-snap-2019.04.02-lohisb5ith2n8hxacaq3mw",
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"time_string": "2019-04-02T01:30:00.000Z",
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"time": 1556042030000,
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"details": "{\"type\":\"index_not_found_exception\",\"reason\":\"no such index [important]\",\"resource.type\":\"index_or_alias\",\"resource.id\":\"important\",\"index_uuid\":\"_na_\",\"index\":\"important\",\"stack_trace\":\"[important] IndexNotFoundException[no such index [important]]\\n\\tat org.elasticsearch.cluster.metadata.IndexNameExpressionResolver$WildcardExpressionResolver.indexNotFoundException(IndexNameExpressionResolver.java:762)\\n\\tat org.elasticsearch.cluster.metadata.IndexNameExpressionResolver$WildcardExpressionResolver.innerResolve(IndexNameExpressionResolver.java:714)\\n\\tat org.elasticsearch.cluster.metadata.IndexNameExpressionResolver$WildcardExpressionResolver.resolve(IndexNameExpressionResolver.java:670)\\n\\tat org.elasticsearch.cluster.metadata.IndexNameExpressionResolver.concreteIndices(IndexNameExpressionResolver.java:163)\\n\\tat org.elasticsearch.cluster.metadata.IndexNameExpressionResolver.concreteIndexNames(IndexNameExpressionResolver.java:142)\\n\\tat org.elasticsearch.cluster.metadata.IndexNameExpressionResolver.concreteIndexNames(IndexNameExpressionResolver.java:102)\\n\\tat org.elasticsearch.snapshots.SnapshotsService$1.execute(SnapshotsService.java:280)\\n\\tat org.elasticsearch.cluster.ClusterStateUpdateTask.execute(ClusterStateUpdateTask.java:47)\\n\\tat org.elasticsearch.cluster.service.MasterService.executeTasks(MasterService.java:687)\\n\\tat org.elasticsearch.cluster.service.MasterService.calculateTaskOutputs(MasterService.java:310)\\n\\tat org.elasticsearch.cluster.service.MasterService.runTasks(MasterService.java:210)\\n\\tat org.elasticsearch.cluster.service.MasterService$Batcher.run(MasterService.java:142)\\n\\tat org.elasticsearch.cluster.service.TaskBatcher.runIfNotProcessed(TaskBatcher.java:150)\\n\\tat org.elasticsearch.cluster.service.TaskBatcher$BatchedTask.run(TaskBatcher.java:188)\\n\\tat org.elasticsearch.common.util.concurrent.ThreadContext$ContextPreservingRunnable.run(ThreadContext.java:688)\\n\\tat org.elasticsearch.common.util.concurrent.PrioritizedEsThreadPoolExecutor$TieBreakingPrioritizedRunnable.runAndClean(PrioritizedEsThreadPoolExecutor.java:252)\\n\\tat org.elasticsearch.common.util.concurrent.PrioritizedEsThreadPoolExecutor$TieBreakingPrioritizedRunnable.run(PrioritizedEsThreadPoolExecutor.java:215)\\n\\tat java.base/java.util.concurrent.ThreadPoolExecutor.runWorker(ThreadPoolExecutor.java:1128)\\n\\tat java.base/java.util.concurrent.ThreadPoolExecutor$Worker.run(ThreadPoolExecutor.java:628)\\n\\tat java.base/java.lang.Thread.run(Thread.java:834)\\n\"}"
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} ,
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"next_execution": "2019-04-24T01:30:00.000Z", <4>
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"next_execution_millis": 1556048160000
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}
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}
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--------------------------------------------------
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// TESTRESPONSE[skip:the presence of last_failure and last_success is asynchronous and will be present for users, but is untestable]
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<1> information about the last time the policy successfully initated a snapshot
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<2> the name of the snapshot that was successfully initiated
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<3> information about the last time the policy failed to initiate a snapshot
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<4> the is the next time the policy will execute
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NOTE: This metadata only indicates whether the request to initiate the snapshot was
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made successfully or not - after the snapshot has been successfully started, it
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is possible for the snapshot to fail if, for example, the connection to a remote
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repository is lost while copying files.
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If you're following along, the returned SLM policy shouldn't have a `last_failure`
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field - it's included above only as an example. You should, however, see a
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`last_success` field and a snapshot name. If you do, you've successfully taken
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your first snapshot using SLM!
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While only the most recent sucess and failure are available through the Get Policy
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API, all policy executions are recorded to a history index, which may be queried
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by searching the index pattern `.slm-history*`.
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That's it! We have our first SLM policy set up to periodically take snapshots
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so that our backups are always up to date. You can read more details in the
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<<snapshot-lifecycle-management-api,SLM API documentation>> and the
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<<modules-snapshots,general snapshot documentation.>>
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