OpenSearch/docs/reference/setup/install/windows.asciidoc

503 lines
18 KiB
Plaintext

[[windows]]
=== Install Elasticsearch with Windows MSI Installer
beta[]
Elasticsearch can be installed on Windows using the `.msi` package. This can
install Elasticsearch as a Windows service or allow it to be run manually using
the included `elasticsearch.exe` executable.
TIP: Elasticsearch has historically been installed on Windows using the <<zip-windows, .zip>> archive.
You can continue using the `.zip` approach if you prefer.
include::license.asciidoc[]
The latest stable version of Elasticsearch can be found on the
link:/downloads/elasticsearch[Download Elasticsearch] page.
Other versions can be found on the
link:/downloads/past-releases[Past Releases page].
NOTE: Elasticsearch requires Java 8 or later. Use the
http://www.oracle.com/technetwork/java/javase/downloads/index.html[official Oracle distribution]
or an open-source distribution such as http://openjdk.java.net[OpenJDK].
[[download-msi]]
==== Download the `.msi` package
ifeval::["{release-state}"=="unreleased"]
Version {version} of Elasticsearch has not yet been released.
endif::[]
ifeval::["{release-state}"!="unreleased"]
Download the `.msi` package for Elasticsearch v{version} from https://artifacts.elastic.co/downloads/elasticsearch/elasticsearch-{version}.msi
endif::[]
[[install-msi-gui]]
==== Install using the graphical user interface (GUI)
Double-click the downloaded `.msi` package to launch a GUI wizard that will guide you through the
installation process. You can view help on any step by clicking the `?` button, which reveals an
aside panel with additional information for each input:
[[msi-installer-help]]
image::images/msi_installer/msi_installer_help.png[]
Within the first screen, select the directory for the installation. In addition, select directories for where
data, logs and configuration will be placed or <<msi-command-line-options,use the default locations>>:
[[msi-installer-locations]]
image::images/msi_installer/msi_installer_locations.png[]
Then select whether to install as a service or start Elasticsearch manually as needed. When
installing as a service, you can also configure the Windows account to run the service with,
whether the service should be started after installation and the Windows startup behaviour:
[[msi-installer-service]]
image::images/msi_installer/msi_installer_service.png[]
IMPORTANT: When selecting a Windows account to run the service with, be sure that the chosen account
has sufficient privileges to access the installation and other deployment directories chosen. Also
ensure the account is able to run Windows services.
Common configuration settings are exposed within the Configuration section, allowing the cluster
name, node name and roles to be set, in addition to memory and network settings:
[[msi-installer-configuration]]
image::images/msi_installer/msi_installer_configuration.png[]
A list of common plugins that can be downloaded and installed as part of the installation, with the option to configure an HTTPS proxy through which to download these plugins.
TIP: Ensure the installation machine has access to the internet and that any corporate firewalls in place are configured to allow downloads from `artifacts.elastic.co`:
[[msi-installer-selected-plugins]]
image::images/msi_installer/msi_installer_selected_plugins.png[]
As of version 6.3.0, X-Pack is now https://www.elastic.co/products/x-pack/open[bundled by default]. The final step allows a choice of the type of X-Pack license to install, in addition to security configuration and built-in user configuration:
[[msi-installer-xpack]]
image::images/msi_installer/msi_installer_xpack.png[]
NOTE: X-Pack includes a choice of a Trial or Basic license. A Trial license is valid for 30 days, after which you can obtain one of the available subscriptions. The Basic license is free and perpetual. Consult the https://www.elastic.co/subscriptions[available subscriptions] for further details on which features are available under which license.
After clicking the install button, the installation will begin:
[[msi-installer-installing]]
image::images/msi_installer/msi_installer_installing.png[]
...and will indicate when it has been successfully installed:
[[msi-installer-success]]
image::images/msi_installer/msi_installer_success.png[]
[[install-msi-command-line]]
==== Install using the command line
The `.msi` can also install Elasticsearch using the command line. The simplest installation
using the same defaults as the GUI is achieved by first navigating to the download directory,
then running:
["source","sh",subs="attributes,callouts"]
--------------------------------------------
msiexec.exe /i elasticsearch-{version}.msi /qn
--------------------------------------------
By default, `msiexec.exe` does not wait for the installation process to complete, since it runs in the
Windows subsystem. To wait on the process to finish and ensure that `%ERRORLEVEL%` is set
accordingly, it is recommended to use `start /wait` to create a process and wait for it to exit
["source","sh",subs="attributes,callouts"]
--------------------------------------------
start /wait msiexec.exe /i elasticsearch-{version}.msi /qn
--------------------------------------------
As with any MSI installation package, a log file for the installation process can be found
within the `%TEMP%` directory, with a randomly generated name adhering to the format
`MSI<random>.LOG`. The path to a log file can be supplied using the `/l` command line argument
["source","sh",subs="attributes,callouts"]
--------------------------------------------
start /wait msiexec.exe /i elasticsearch-{version}.msi /qn /l install.log
--------------------------------------------
Supported Windows Installer command line arguments can be viewed using
["source","sh",subs="attributes,callouts"]
--------------------------------------------
msiexec.exe /help
--------------------------------------------
...or by consulting the https://msdn.microsoft.com/en-us/library/windows/desktop/aa367988(v=vs.85).aspx[Windows Installer SDK Command-Line Options].
[[msi-command-line-options]]
==== Command line options
All settings exposed within the GUI are also available as command line arguments (referred to
as _properties_ within Windows Installer documentation) that can be passed to `msiexec.exe`:
[horizontal]
`INSTALLDIR`::
The installation directory. The final directory in the path **must**
be the version of Elasticsearch.
Defaults to ++%ProgramW6432%\Elastic\Elasticsearch{backslash}{version}++.
`DATADIRECTORY`::
The directory in which to store your data.
Defaults to `%ALLUSERSPROFILE%\Elastic\Elasticsearch\data`
`CONFIGDIRECTORY`::
The directory in which to store your configuration.
Defaults to `%ALLUSERSPROFILE%\Elastic\Elasticsearch\config`
`LOGSDIRECTORY`::
The directory in which to store your logs.
Defaults to `%ALLUSERSPROFILE%\Elastic\Elasticsearch\logs`
`PLACEWRITABLELOCATIONSINSAMEPATH`::
Whether the data, configuration and logs directories
should be created under the installation directory. Defaults to `false`
`INSTALLASSERVICE`::
Whether Elasticsearch is installed and configured as a Windows Service.
Defaults to `true`
`STARTAFTERINSTALL`::
Whether the Windows Service is started after installation finishes.
Defaults to `true`
`STARTWHENWINDOWSSTARTS`::
Whether the Windows Service is started when Windows is started.
Defaults to `true`
`USELOCALSYSTEM`::
Whether the Windows service runs under the LocalSystem Account.
Defaults to `true`
`USENETWORKSERVICE`::
Whether the Windows service runs under the NetworkService Account. Defaults
to `false`
`USEEXISTINGUSER`::
Whether the Windows service runs under a specified existing account. Defaults
to `false`
`USER`::
The username for the account under which the Windows service runs. Defaults to `""`
`PASSWORD`::
The password for the account under which the Windows service runs. Defaults to `""`
`CLUSTERNAME`::
The name of the cluster. Defaults to `elasticsearch`
`NODENAME`::
The name of the node. Defaults to `%COMPUTERNAME%`
`MASTERNODE`::
Whether Elasticsearch is configured as a master node. Defaults to `true`
`DATANODE`::
Whether Elasticsearch is configured as a data node. Defaults to `true`
`INGESTNODE`::
Whether Elasticsearch is configured as an ingest node. Defaults to `true`
`SELECTEDMEMORY`::
The amount of memory to allocate to the JVM heap for Elasticsearch.
Defaults to `2048` unless the target machine has less than 4GB in total, in which case
it defaults to 50% of total memory.
`LOCKMEMORY`::
Whether `bootstrap.memory_lock` should be used to try to lock the process
address space into RAM. Defaults to `false`
`UNICASTNODES`::
A comma separated list of hosts in the form `host:port` or `host` to be used for
unicast discovery. Defaults to `""`
`MINIMUMMASTERNODES`::
The minimum number of master-eligible nodes that must be visible
in order to form a cluster. Defaults to `""`
`NETWORKHOST`::
The hostname or IP address to bind the node to and _publish_ (advertise) this
host to other nodes in the cluster. Defaults to `""`
`HTTPPORT`::
The port to use for exposing Elasticsearch APIs over HTTP. Defaults to `9200`
`TRANSPORTPORT`::
The port to use for internal communication between nodes within the cluster.
Defaults to `9300`
`PLUGINS`::
A comma separated list of the plugins to download and install as part of the installation. Defaults to `""`
`HTTPSPROXYHOST`::
The proxy host to use to download plugins over HTTPS. Defaults to `""`
`HTTPSPROXYPORT`::
The proxy port to use to download plugins over HTTPS. Defaults to `443`
`HTTPPROXYHOST`::
The proxy host to use to download plugins over HTTP. Defaults to `""`
`HTTPPROXYPORT`::
The proxy port to use to download plugins over HTTP. Defaults to `80`
`XPACKLICENSE`::
The type of X-Pack license to install, either `Basic` or `Trial`. Defaults to `Basic`
`XPACKSECURITYENABLED`::
When installing with a `Trial` license, whether X-Pack Security should be enabled.
Defaults to `true`
`BOOTSTRAPPASSWORD`::
When installing with a `Trial` license and X-Pack Security enabled, the password to
used to bootstrap the cluster and persisted as the `bootstrap.password` setting in the keystore.
Defaults to a randomized value.
`SKIPSETTINGPASSWORDS`::
When installing with a `Trial` license and {security} enabled, whether the
installation should skip setting up the built-in users `elastic`, `kibana`,
`logstash_system`, `apm_system`, and `beats_system`.
Defaults to `false`
`ELASTICUSERPASSWORD`::
When installing with a `Trial` license and X-Pack Security enabled, the password
to use for the built-in user `elastic`. Defaults to `""`
`KIBANAUSERPASSWORD`::
When installing with a `Trial` license and X-Pack Security enabled, the password
to use for the built-in user `kibana`. Defaults to `""`
`LOGSTASHSYSTEMUSERPASSWORD`::
When installing with a `Trial` license and X-Pack Security enabled, the password
to use for the built-in user `logstash_system`. Defaults to `""`
To pass a value, simply append the property name and value using the format `<PROPERTYNAME>="<VALUE>"` to
the installation command. For example, to use a different installation directory to the default one and to install https://www.elastic.co/products/x-pack[X-Pack]:
["source","sh",subs="attributes,callouts"]
--------------------------------------------
start /wait msiexec.exe /i elasticsearch-{version}.msi /qn INSTALLDIR="C:\Custom Install Directory\{version}" PLUGINS="x-pack"
--------------------------------------------
Consult the https://msdn.microsoft.com/en-us/library/windows/desktop/aa367988(v=vs.85).aspx[Windows Installer SDK Command-Line Options]
for additional rules related to values containing quotation marks.
ifdef::include-xpack[]
[[msi-installer-enable-indices]]
==== Enable automatic creation of X-Pack indices
X-Pack will try to automatically create a number of indices within Elasticsearch.
include::xpack-indices.asciidoc[]
endif::include-xpack[]
[[msi-installer-command-line-running]]
include::msi-windows-start.asciidoc[]
[[msi-installer-command-line-configuration]]
==== Configuring Elasticsearch on the command line
Elasticsearch loads its configuration from the `%ES_PATH_CONF%\elasticsearch.yml`
file by default. The format of this config file is explained in
<<settings>>.
Any settings that can be specified in the config file can also be specified on
the command line, using the `-E` syntax as follows:
["source","sh",subs="attributes,callouts"]
--------------------------------------------
.\bin\elasticsearch.exe -E cluster.name=my_cluster -E node.name=node_1
--------------------------------------------
NOTE: Values that contain spaces must be surrounded with quotes. For instance `-E path.logs="C:\My Logs\logs"`.
TIP: Typically, any cluster-wide settings (like `cluster.name`) should be
added to the `elasticsearch.yml` config file, while any node-specific settings
such as `node.name` could be specified on the command line.
include::check-running.asciidoc[]
[[msi-installer-windows-service]]
==== Installing Elasticsearch as a Service on Windows
Elasticsearch can be installed as a service to run in the background or start
automatically at boot time without any user interaction. This can be achieved upon installation
using the following command line options
* `INSTALLASSERVICE=true`
* `STARTAFTERINSTALL=true`
* `STARTWHENWINDOWSSTARTS=true`
Once installed, Elasticsearch will appear within the Services control panel:
[[msi-installer-installed-service]]
image::images/msi_installer/msi_installer_installed_service.png[]
and can be stopped and restarted from within the control panel, or from the command line using:
with Command Prompt:
[source,sh]
--------------------------------------------
sc.exe stop Elasticsearch
sc.exe start Elasticsearch
--------------------------------------------
with PowerShell:
[source,powershell]
--------------------------------------------
Get-Service Elasticsearch | Stop-Service
Get-Service Elasticsearch | Start-Service
--------------------------------------------
Changes can be made to `jvm.options` and `elasticsearch.yml` configuration files to configure the
service after installation. Most changes (like JVM settings) will require a restart of the
service in order to take effect.
[[upgrade-msi-gui]]
==== Upgrade using the graphical user interface (GUI)
The `.msi` package supports upgrading an installed version of Elasticsearch to a newer
version. The upgrade process through the GUI handles upgrading all
installed plugins as well as retaining both your data and configuration.
Downloading and double-clicking on a newer version of the `.msi` package will launch the GUI wizard.
The first step will list the read-only properties from the previous installation:
[[msi-installer-upgrade-notice]]
image::images/msi_installer/msi_installer_upgrade_notice.png[]
The next step allows certain configuration options to be changed:
[[msi-installer-upgrade-configuration]]
image::images/msi_installer/msi_installer_upgrade_configuration.png[]
Finally, the plugins step allows currently installed plugins to be upgraded or removed, and
for plugins not currently installed, to be downloaded and installed:
[[msi-installer-upgrade-plugins]]
image::images/msi_installer/msi_installer_upgrade_plugins.png[]
[[upgrade-msi-command-line]]
==== Upgrade using the command line
The `.msi` can also upgrade Elasticsearch using the command line.
[IMPORTANT]
===========================================
A command line upgrade requires passing the **same** command line properties as
used at first install time; the Windows Installer does not remember these properties.
For example, if you originally installed with the command line options `PLUGINS="ingest-geoip"` and
`LOCKMEMORY="true"`, then you must pass these same values when performing an
upgrade from the command line.
The **exception** to this is the `INSTALLDIR` parameter (if originally specified), which must be a different directory to the
current installation.
If setting `INSTALLDIR`, the final directory in the path **must** be the version of Elasticsearch e.g.
++C:\Program Files\Elastic\Elasticsearch{backslash}{version}++
===========================================
The simplest upgrade, assuming Elasticsearch was installed using all defaults,
is achieved by first navigating to the download directory, then running:
["source","sh",subs="attributes,callouts"]
--------------------------------------------
start /wait msiexec.exe /i elasticsearch-{version}.msi /qn
--------------------------------------------
Similar to the install process, a path to a log file for the upgrade process can
be passed using the `/l` command line argument
["source","sh",subs="attributes,callouts"]
--------------------------------------------
start /wait msiexec.exe /i elasticsearch-{version}.msi /qn /l upgrade.log
--------------------------------------------
[[uninstall-msi-gui]]
==== Uninstall using Add/Remove Programs
The `.msi` package handles uninstallation of all directories and files added as part of installation.
WARNING: Uninstallation will remove **all** contents created as part of
installation, **except for data, config or logs directories**. It is recommended that you make a copy of your data directory before upgrading or consider using the snapshot API.
MSI installer packages do not provide a GUI for uninstallation. An installed program can be uninstalled
by pressing the Windows key and typing `add or remove programs` to open the system settings.
Once opened, find the Elasticsearch installation within the list of installed applications, click
and choose `Uninstall`:
[[msi-installer-uninstall]]
image::images/msi_installer/msi_installer_uninstall.png[]
This will launch the uninstallation process.
[[uninstall-msi-command-line]]
==== Uninstall using the command line
Uninstallation can also be performed from the command line by navigating to the directory
containing the `.msi` package and running:
["source","sh",subs="attributes,callouts"]
--------------------------------------------
start /wait msiexec.exe /x elasticsearch-{version}.msi /qn
--------------------------------------------
Similar to the install process, a path to a log file for the uninstallation process can
be passed using the `/l` command line argument
["source","sh",subs="attributes,callouts"]
--------------------------------------------
start /wait msiexec.exe /x elasticsearch-{version}.msi /qn /l uninstall.log
--------------------------------------------
include::next-steps.asciidoc[]