OpenSearch/docs
William Brafford 9efa5be60e
Password-protected Keystore Feature Branch PR (#51123) (#51510)
* Reload secure settings with password (#43197)

If a password is not set, we assume an empty string to be
compatible with previous behavior.
Only allow the reload to be broadcast to other nodes if TLS is
enabled for the transport layer.

* Add passphrase support to elasticsearch-keystore (#38498)

This change adds support for keystore passphrases to all subcommands
of the elasticsearch-keystore cli tool and adds a subcommand for
changing the passphrase of an existing keystore.
The work to read the passphrase in Elasticsearch when
loading, which will be addressed in a different PR.

Subcommands of elasticsearch-keystore can handle (open and create)
passphrase protected keystores

When reading a keystore, a user is only prompted for a passphrase
only if the keystore is passphrase protected.

When creating a keystore, a user is allowed (default behavior) to create one with an
empty passphrase

Passphrase can be set to be empty when changing/setting it for an
existing keystore

Relates to: #32691
Supersedes: #37472

* Restore behavior for force parameter (#44847)

Turns out that the behavior of `-f` for the add and add-file sub
commands where it would also forcibly create the keystore if it
didn't exist, was by design - although undocumented.
This change restores that behavior auto-creating a keystore that
is not password protected if the force flag is used. The force
OptionSpec is moved to the BaseKeyStoreCommand as we will presumably
want to maintain the same behavior in any other command that takes
a force option.

*  Handle pwd protected keystores in all CLI tools  (#45289)

This change ensures that `elasticsearch-setup-passwords` and
`elasticsearch-saml-metadata` can handle a password protected
elasticsearch.keystore.
For setup passwords the user would be prompted to add the
elasticsearch keystore password upon running the tool. There is no
option to pass the password as a parameter as we assume the user is
present in order to enter the desired passwords for the built-in
users.
For saml-metadata, we prompt for the keystore password at all times
even though we'd only need to read something from the keystore when
there is a signing or encryption configuration.

* Modify docs for setup passwords and saml metadata cli (#45797)

Adds a sentence in the documentation of `elasticsearch-setup-passwords`
and `elasticsearch-saml-metadata` to describe that users would be
prompted for the keystore's password when running these CLI tools,
when the keystore is password protected.

Co-Authored-By: Lisa Cawley <lcawley@elastic.co>

* Elasticsearch keystore passphrase for startup scripts (#44775)

This commit allows a user to provide a keystore password on Elasticsearch
startup, but only prompts when the keystore exists and is encrypted.

The entrypoint in Java code is standard input. When the Bootstrap class is
checking for secure keystore settings, it checks whether or not the keystore
is encrypted. If so, we read one line from standard input and use this as the
password. For simplicity's sake, we allow a maximum passphrase length of 128
characters. (This is an arbitrary limit and could be increased or eliminated.
It is also enforced in the keystore tools, so that a user can't create a
password that's too long to enter at startup.)

In order to provide a password on standard input, we have to account for four
different ways of starting Elasticsearch: the bash startup script, the Windows
batch startup script, systemd startup, and docker startup. We use wrapper
scripts to reduce systemd and docker to the bash case: in both cases, a
wrapper script can read a passphrase from the filesystem and pass it to the
bash script.

In order to simplify testing the need for a passphrase, I have added a
has-passwd command to the keystore tool. This command can run silently, and
exit with status 0 when the keystore has a password. It exits with status 1 if
the keystore doesn't exist or exists and is unencrypted.

A good deal of the code-change in this commit has to do with refactoring
packaging tests to cleanly use the same tests for both the "archive" and the
"package" cases. This required not only moving tests around, but also adding
some convenience methods for an abstraction layer over distribution-specific
commands.

* Adjust docs for password protected keystore (#45054)

This commit adds relevant parts in the elasticsearch-keystore
sub-commands reference docs and in the reload secure settings API
doc.

* Fix failing Keystore Passphrase test for feature branch (#50154)

One problem with the passphrase-from-file tests, as written, is that
they would leave a SystemD environment variable set when they failed,
and this setting would cause elasticsearch startup to fail for other
tests as well. By using a try-finally, I hope that these tests will fail
more gracefully.

It appears that our Fedora and Ubuntu environments may be configured to
store journald information under /var rather than under /run, so that it
will persist between boots. Our destructive tests that read from the
journal need to account for this in order to avoid trying to limit the
output we check in tests.

* Run keystore management tests on docker distros (#50610)

* Add Docker handling to PackagingTestCase

Keystore tests need to be able to run in the Docker case. We can do this
by using a DockerShell instead of a plain Shell when Docker is running.

* Improve ES startup check for docker

Previously we were checking truncated output for the packaged JDK as
an indication that Elasticsearch had started. With new preliminary
password checks, we might get a false positive from ES keystore
commands, so we have to check specifically that the Elasticsearch
class from the Bootstrap package is what's running.

* Test password-protected keystore with Docker (#50803)

This commit adds two tests for the case where we mount a
password-protected keystore into a Docker container and provide a
password via a Docker environment variable.

We also fix a logging bug where we were logging the identifier for an
array of strings rather than the contents of that array.

* Add documentation for keystore startup prompting (#50821)

When a keystore is password-protected, Elasticsearch will prompt at
startup. This commit adds documentation for this prompt for the archive,
systemd, and Docker cases.

Co-authored-by: Lisa Cawley <lcawley@elastic.co>

* Warn when unable to upgrade keystore on debian (#51011)

For Red Hat RPM upgrades, we warn if we can't upgrade the keystore. This
commit brings the same logic to the code for Debian packages. See the
posttrans file for gets executed for RPMs.

* Restore handling of string input

Adds tests that were mistakenly removed. One of these tests proved
we were not handling the the stdin (-x) option correctly when no
input was added. This commit restores the original approach of
reading stdin one char at a time until there is no more (-1, \r, \n)
instead of using readline() that might return null

* Apply spotless reformatting

* Use '--since' flag to get recent journal messages

When we get Elasticsearch logs from journald, we want to fetch only log
messages from the last run. There are two reasons for this. First, if
there are many logs, we might get a string that's too large for our
utility methods. Second, when we're looking for a specific message or
error, we almost certainly want to look only at messages from the last
execution.

Previously, we've been trying to do this by clearing out the physical
files under the journald process. But there seems to be some contention
over these directories: if journald writes a log file in between when
our deletion command deletes the file and when it deletes the log
directory, the deletion will fail.

It seems to me that we might be able to use journald's "--since" flag to
retrieve only log messages from the last run, and that this might be
less likely to fail due to race conditions in file deletion.

Unfortunately, it looks as if the "--since" flag has a granularity of
one-second. I've added a two-second sleep to make sure that there's a
sufficient gap between the test that will read from journald and the
test before it.

* Use new journald wrapper pattern

* Update version added in secure settings request

Co-authored-by: Lisa Cawley <lcawley@elastic.co>
Co-authored-by: Ioannis Kakavas <ikakavas@protonmail.com>
2020-01-28 05:32:32 -05:00
..
community-clients [DOCS] Add Elixir Bulk Processor to community clients (#50630) 2020-01-15 16:08:56 -05:00
groovy-api Make sure to use the type _doc in the REST documentation. (#34662) 2018-10-22 11:54:04 -07:00
java-api [DOCS] Remove unneeded redirects (#50510) 2020-01-06 09:11:48 -06:00
java-rest [7.x] [ML][Inference] add tags url param to GET (#51330) (#51404) 2020-01-24 08:26:58 -05:00
painless Scripting: Add char position of script errors (#51069) (#51266) 2020-01-21 13:45:59 -07:00
perl [DOCS] Various spelling corrections (#37046) 2019-01-07 14:44:12 +01:00
plugins Allow installing multiple plugins as a transaction (#50924) 2020-01-14 12:20:54 -05:00
python Update version numbers in Elasticsearch-Py docs (#40355) 2019-04-02 12:16:24 -04:00
reference Password-protected Keystore Feature Branch PR (#51123) (#51510) 2020-01-28 05:32:32 -05:00
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 Bump docs test suite timeout to 40min (#51204) 2020-01-20 17:38:04 +11:00
README.asciidoc [DOCS] Clarify backport policy for important technical corrections. (#49131) 2019-11-20 10:57:38 -08:00
Versions.asciidoc Upgrade lucene to 8.4.0-snapshot-e648d601efb (#49641) 2019-11-28 11:59:58 -05:00
build.gradle Formalize build snapshot (#51484) 2020-01-27 16:56:31 -05:00

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

=== Backporting doc fixes

* Doc changes should generally be made against master and backported through to the current version
  (as applicable).  
  
* Changes can also be backported to the maintenance version of the previous major version. 
  This is typically reserved for technical corrections, as it can require resolving more complex
  merge conflicts, fixing test failures, and figuring out where to apply the change.

* Avoid backporting to out-of-maintenance versions. 
  Docs follow the same policy as code and fixes are not ordinarily merged to
  versions that are out of maintenance.
  
* Do not backport doc changes to https://www.elastic.co/support/eol[EOL versions]. 

=== Snippet testing

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

By default each `[source,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 `[source,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.
      * You can't use `// TEST[continued]` immediately after `// TESTSETUP` or
      `// TEARDOWN`.
  * `// 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.
* `[source,console-result]`: 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 `[source,console-result]`
  it will continue in the same test, allowing you to interleave requests with
  responses to check.
* `// TESTRESPONSE`: Explicitly marks a snippet as a test response even without
  `[source,console-result]`. Similarly to `// TEST` this is mostly used for
  its modifiers.
  * You can't use `[source,console-result]` immediately after `// TESTSETUP`.
  Instead, consider using `// TEST[continued]` or rearrange your snippets.

  NOTE: Previously we only used `// TESTRESPONSE` instead of
  `[source,console-result]` so you'll see that a lot in older branches but we
  prefer `[source,console-result]` now.

  * `// 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/]`.
  * `// 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.
* `// TEARDOWN`: Ends and cleans up a test series started with `// TESTSETUP` or
  `// TEST[setup:name]`. You can use `// TEARDOWN` to set up multiple tests in
  the same file.
* `// 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 `[source,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.