OpenSearch/docs
Lee Hinman fb0461ac76
[7.x] Add Snapshot Lifecycle Management (#44382)
* 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 ...}
2019-07-16 07:37:13 -06:00
..
community-clients Update community client and integration docs (#41513) 2019-04-26 08:57:14 +02:00
groovy-api Make sure to use the type _doc in the REST documentation. (#34662) 2018-10-22 11:54:04 -07:00
java-api Reindex max_docs parameter name (#42942) 2019-06-07 12:16:36 +02:00
java-rest [7.x] Add Snapshot Lifecycle Management (#44382) 2019-07-16 07:37:13 -06:00
painless Add Datetime Now to Painless Documentation (#43852) 2019-07-02 15:43:34 -07:00
perl [DOCS] Various spelling corrections (#37046) 2019-01-07 14:44:12 +01:00
plugins Update discovery-ec2 docs (#43693) 2019-07-11 12:59:38 +01:00
python Update version numbers in Elasticsearch-Py docs (#40355) 2019-04-02 12:16:24 -04:00
reference [7.x] Add Snapshot Lifecycle Management (#44382) 2019-07-16 07:37:13 -06:00
resiliency [DOCS] Fix broken links for 7.0 release (#41036) 2019-04-09 18:20:08 -04:00
ruby [DOCS] Various spelling corrections (#37046) 2019-01-07 14:44:12 +01:00
src/test Wait for pending tasks in docs tests cleanup (#44123) 2019-07-15 12:04:27 +01:00
README.asciidoc Add clarification around TESTSETUP docs and error message (#43306) 2019-07-16 14:58:16 +02:00
Versions.asciidoc Upgrade to lucene-8.2.0-snapshot-860e0be5378 (#44171) (#44184) 2019-07-11 09:17:22 -05:00
build.gradle [7.x] Add Snapshot Lifecycle Management (#44382) 2019-07-16 07:37:13 -06:00

README.asciidoc

The Elasticsearch docs are in AsciiDoc format and can be built using the
Elasticsearch documentation build process.

See: https://github.com/elastic/docs

Snippets marked with `// CONSOLE` are automatically annotated with "VIEW IN
CONSOLE" and "COPY AS CURL" in the documentation and are automatically tested
by the command `gradle :docs:check`. To test just the docs from a single page,
use e.g. `./gradlew :docs:integTestRunner --tests "*rollover*"`.

NOTE: If you have an elasticsearch-extra folder alongside your elasticsearch
folder, you must temporarily rename it when you are testing 6.3 or later branches.

By default each `// CONSOLE` snippet runs as its own isolated test. You can
manipulate the test execution in the following ways:

* `// TEST`: Explicitly marks a snippet as a test. Snippets marked this way
are tests even if they don't have `// CONSOLE` but usually `// TEST` is used
for its modifiers:
  * `// TEST[s/foo/bar/]`: Replace `foo` with `bar` in the generated test. This
  should be used sparingly because it makes the snippet "lie". Sometimes,
  though, you can use it to make the snippet more clear. Keep in mind that
  if there are multiple substitutions then they are applied in the order that
  they are defined.
  * `// TEST[catch:foo]`: Used to expect errors in the requests. Replace `foo`
  with `request` to expect a 400 error, for example. If the snippet contains
  multiple requests then only the last request will expect the error.
  * `// TEST[continued]`: Continue the test started in the last snippet. Between
  tests the nodes are cleaned: indexes are removed, etc. This prevents that
  from happening between snippets because the two snippets are a single test.
  This is most useful when you have text and snippets that work together to
  tell the story of some use case because it merges the snippets (and thus the
  use case) into one big test.
  * `// TEST[skip:reason]`: Skip this test. Replace `reason` with the actual
  reason to skip the test. Snippets without `// TEST` or `// CONSOLE` aren't
  considered tests anyway but this is useful for explicitly documenting the
  reason why the test shouldn't be run.
  * `// TEST[setup:name]`: Run some setup code before running the snippet. This
  is useful for creating and populating indexes used in the snippet. The setup
  code is defined in `docs/build.gradle`. See `// TESTSETUP` below for a
  similar feature.
  * `// TEST[warning:some warning]`: Expect the response to include a `Warning`
  header. If the response doesn't include a `Warning` header with the exact
  text then the test fails. If the response includes `Warning` headers that
  aren't expected then the test fails.
* `// TESTRESPONSE`: Matches this snippet against the body of the response of
  the last test. If the response is JSON then order is ignored. If you add
  `// TEST[continued]` to the snippet after `// TESTRESPONSE` it will continue
  in the same test, allowing you to interleave requests with responses to check.
  * `// TESTRESPONSE[s/foo/bar/]`: Substitutions. See `// TEST[s/foo/bar]` for
  how it works. These are much more common than `// TEST[s/foo/bar]` because
  they are useful for eliding portions of the response that are not pertinent
  to the documentation.
    * One interesting difference here is that you often want to match against
    the response from Elasticsearch. To do that you can reference the "body" of
    the response like this: `// TESTRESPONSE[s/"took": 25/"took": $body.took/]`.
    Note the `$body` string. This says "I don't expect that 25 number in the
    response, just match against what is in the response." Instead of writing
    the path into the response after `$body` you can write `$_path` which
    "figures out" the path. This is especially useful for making sweeping
    assertions like "I made up all the numbers in this example, don't compare
    them" which looks like `// TESTRESPONSE[s/\d+/$body.$_path/]`.
  * You can't use `// TESTRESPONSE` immediately after `// TESTSETUP`. Instead,
  consider using `// TEST[continued]` or rearrange your snippets.
  * `// TESTRESPONSE[non_json]`: Add substitutions for testing responses in a
  format other than JSON. Use this after all other substitutions so it doesn't
  make other substitutions difficult.
  * `// TESTRESPONSE[skip:reason]`: Skip the assertions specified by this
  response.
* `// TESTSETUP`: Marks this snippet as the "setup" for all other snippets in
  this file. This is a somewhat natural way of structuring documentation. You
  say "this is the data we use to explain this feature" then you add the
  snippet that you mark `// TESTSETUP` and then every snippet will turn into
  a test that runs the setup snippet first. See the "painless" docs for a file
  that puts this to good use. This is fairly similar to `// TEST[setup:name]`
  but rather than the setup defined in `docs/build.gradle` the setup is defined
  right in the documentation file. In general, we should prefer `// TESTSETUP`
  over `// TEST[setup:name]` because it makes it more clear what steps have to
  be taken before the examples will work. Tip: `// TESTSETUP` can only be used
  on the first snippet of a document.
* `// NOTCONSOLE`: Marks this snippet as neither `// CONSOLE` nor
  `// TESTRESPONSE`, excluding it from the list of unconverted snippets. We
  should only use this for snippets that *are* JSON but are *not* responses or
  requests.

In addition to the standard CONSOLE syntax these snippets can contain blocks
of yaml surrounded by markers like this:

```
startyaml
  - compare_analyzers: {index: thai_example, first: thai, second: rebuilt_thai}
endyaml
```

This allows slightly more expressive testing of the snippets. Since that syntax
is not supported by CONSOLE the usual way to incorporate it is with a
`// TEST[s//]` marker like this:

```
// TEST[s/\n$/\nstartyaml\n  - compare_analyzers: {index: thai_example, first: thai, second: rebuilt_thai}\nendyaml\n/]
```

Any place you can use json you can use elements like `$body.path.to.thing`
which is replaced on the fly with the contents of the thing at `path.to.thing`
in the last response.