OpenSearch/docs/reference/modules/discovery.asciidoc

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[[modules-discovery]]
== Discovery and cluster formation
The discovery and cluster formation processes are responsible for discovering
nodes, electing a master, forming a cluster, and publishing the cluster state
each time it changes. All communication between nodes is done using the
<<modules-transport,transport>> layer.
The following processes and settings are part of discovery and cluster
formation:
<<modules-discovery-hosts-providers>>::
Discovery is the process where nodes find each other when the master is
unknown, such as when a node has just started up or when the previous
master has failed.
<<modules-discovery-quorums>>::
How {es} uses a quorum-based voting mechanism to
make decisions even if some nodes are unavailable.
<<modules-discovery-voting>>::
How {es} automatically updates voting configurations as nodes leave and join
a cluster.
<<modules-discovery-bootstrap-cluster>>::
Bootstrapping a cluster is required when an {es} cluster starts up
for the very first time. In <<dev-vs-prod-mode,development mode>>, with no
discovery settings configured, this is automatically performed by the nodes
themselves. As this auto-bootstrapping is
<<modules-discovery-quorums,inherently unsafe>>, running a node in
<<dev-vs-prod-mode,production mode>> requires bootstrapping to be
explicitly configured via the
<<modules-discovery-bootstrap-cluster,`cluster.initial_master_nodes`
setting>>.
<<modules-discovery-adding-removing-nodes,Adding and removing master-eligible nodes>>::
It is recommended to have a small and fixed number of master-eligible nodes
in a cluster, and to scale the cluster up and down by adding and removing
master-ineligible nodes only. However there are situations in which it may
be desirable to add or remove some master-eligible nodes to or from a
cluster. This section describes the process for adding or removing
master-eligible nodes, including the extra steps that need to be performed
when removing more than half of the master-eligible nodes at the same time.
<<cluster-state-publishing>>::
Cluster state publishing is the process by which the elected master node
updates the cluster state on all the other nodes in the cluster.
<<cluster-fault-detection>>::
{es} performs health checks to detect and remove faulty nodes.
<<modules-discovery-settings,Settings>>::
There are settings that enable users to influence the discovery, cluster
formation, master election and fault detection processes.
include::discovery/discovery.asciidoc[]
include::discovery/quorums.asciidoc[]
include::discovery/voting.asciidoc[]
include::discovery/bootstrapping.asciidoc[]
include::discovery/publishing.asciidoc[]
include::discovery/fault-detection.asciidoc[]