The following liquid syntax declares a variable, major_version_mask, which is transformed into "N.x" where "N" is the major version number. This is required for proper versioning references to the Yum repo.
Installing OpenSearch using the Advanced Packaging Tool (APT) package manager simplifies the process considerably compared to the [Tarball]({{site.url}}{{site.baseurl}}/opensearch/install/tar/) method. Several technical considerations, such as the installation path, location of configuration files, and creation of a service managed by `systemd`, as examples, are handled automatically by the package manager.
Generally speaking, installing OpenSearch from the Debian distribution can be broken down into a few steps:
1.**Download and install OpenSearch.**
- Install manually from a Debian package or from an APT repository.
1.**(Optional) Test OpenSearch.**
- Confirm that OpenSearch is able to run before you apply any custom configuration.
- This can be done without any security (no password, no certificates) or with a demo security configuration that can be applied by a packaged script.
1.**Configure OpenSearch for your environment.**
- Apply basic settings to OpenSearch and start using it in your environment.
The Debian distribution provides everything you need to run OpenSearch inside Debian-based Linux Distributions, such as Ubuntu.
This guide assumes that you are comfortable working from the Linux command line interface (CLI). You should understand how to input commands, navigate between directories, and edit text files. Some example commands reference the `vi` text editor, but you may use any text editor available.
{:.note}
## Step 1: Download and install OpenSearch
### Install OpenSearch from a package
1. Download the Debian package for the desired version directly from the [OpenSearch downloads page](https://opensearch.org/downloads.html){:target='\_blank'}. The Debian package can be downloaded for both **x64** and **arm64** architectures.
The Debian package is not signed. If you would like to verify the fingerprint, the OpenSearch Project provides a `.sig` file as well as the `.deb` package for use with GNU Privacy Guard (GPG).
APT, the primary package management tool for Debian–based operating systems, allows you to download and install the Debian package from the APT repository.
1. Import the public GPG key. This key is used to verify that the APT repository is signed.
Before proceeding with any configuration, you should test your installation of OpenSearch. Otherwise, it can be difficult to determine whether future problems are due to installation issues or custom settings you applied after installation.
When OpenSearch is installed using the Debian package, some demo security settings are automatically applied. This includes self-signed TLS certificates and several users and roles. If you would like to configure these yourself, see [Set up OpenSearch in your environment](#step-3-set-up-opensearch-in-your-environment).
An OpenSearch node in its default configuration (with demo certificates and users with default passwords) is not suitable for a production environment. If you plan to use the node in a production environment, you should, at a minimum, replace the demo TLS certificates with your own TLS certificates and [update the list of internal users and passwords]({{site.url}}{{site.baseurl}}/security-plugin/configuration/yaml). See [Security configuration]({{site.url}}{{site.baseurl}}/security-plugin/configuration/index/) for additional guidance to ensure that your nodes are configured according to your security requirements.
{: .warning}
1. Send requests to the server to verify that OpenSearch is running. Note the use of the `--insecure` flag, which is required because the TLS certificates are self-signed.
- Send a request to port 9200:
```bash
curl -X GET https://localhost:9200 -u 'admin:admin' --insecure
Users who do not have prior experience with OpenSearch may want a list of recommended settings in order to get started with the service. By default, OpenSearch is not bound to a network interface and cannot be reached by external hosts. Additionally, security settings are populated by default user names and passwords. The following recommendations will enable a user to bind OpenSearch to a network interface, create and sign TLS certificates, and configure basic authentication.
The following recommended settings will allow you to:
- Bind OpenSearch to an IP or network interface on the host.
- Set initial and maximum JVM heap sizes.
- Define an environment variable that points to the bundled JDK.
- Configure your own TLS certificates—no third-party certificate authority (CA) is required.
- Create an admin user with a custom password.
If you ran the security demo script, then you will need to manually reconfigure settings that were modified. Refer to [Security configuration]({{site.url}}{{site.baseurl}}/install-and-configure/configuration/) for guidance before proceeding.
{:.note}
Before modifying any configuration files, it's always a good idea to save a backup copy before making changes. The backup file can be used to mitigate any issues caused by a bad configuration.
1. Modify the values for initial and maximum heap sizes. As a starting point, you should set these values to half of the available system memory. For dedicated hosts this value can be increased based on your workflow requirements.
- As an example, if the host machine has 8 GB of memory, then you might want to set the initial and maximum heap sizes to 4 GB:
TLS certificates provide additional security for your cluster by allowing clients to confirm the identity of hosts and encrypt traffic between the client and host. For more information, refer to [Configure TLS Certificates]({{site.url}}{{site.baseurl}}/security-plugin/configuration/tls/) and [Generate Certificates]({{site.url}}{{site.baseurl}}/security-plugin/configuration/generate-certificates/), which are included in the [Security plugin]({{site.url}}{{site.baseurl}}/security-plugin/index/) documentation. For work performed in a development environment, self-signed certificates are usually adequate. This section will guide you through the basic steps required to generate your own TLS certificates and apply them to your OpenSearch host.
1. Next, create the admin certificate. This certificate is used to gain elevated rights for performing administrative tasks relating to the Security plugin.
1. Add these certificates to `opensearch.yml` as described in [Generate Certificates]({{site.url}}{{site.baseurl}}/security-plugin/configuration/generate-certificates/#add-distinguished-names-to-opensearchyml). Advanced users might also choose to append the settings using a script:
```bash
#! /bin/bash
# Before running this script, make sure to replace the CN in the
# node's distinguished name with a real DNS A record.
echo "plugins.security.ssl.transport.pemcert_filepath: /etc/opensearch/node1.pem" | sudo tee -a /etc/opensearch/opensearch.yml
echo "plugins.security.ssl.transport.pemkey_filepath: /etc/opensearch/node1-key.pem" | sudo tee -a /etc/opensearch/opensearch.yml
echo "plugins.security.ssl.transport.pemtrustedcas_filepath: /etc/opensearch/root-ca.pem" | sudo tee -a /etc/opensearch/opensearch.yml
echo "plugins.security.ssl.http.enabled: true" | sudo tee -a /etc/opensearch/opensearch.yml
echo "plugins.security.ssl.http.pemcert_filepath: /etc/opensearch/node1.pem" | sudo tee -a /etc/opensearch/opensearch.yml
echo "plugins.security.ssl.http.pemkey_filepath: /etc/opensearch/node1-key.pem" | sudo tee -a /etc/opensearch/opensearch.yml
echo "plugins.security.ssl.http.pemtrustedcas_filepath: /etc/opensearch/root-ca.pem" | sudo tee -a /etc/opensearch/opensearch.yml
echo "plugins.security.allow_default_init_securityindex: true" | sudo tee -a /etc/opensearch/opensearch.yml
echo "plugins.security.authcz.admin_dn:" | sudo tee -a /etc/opensearch/opensearch.yml
echo " - 'CN=A,OU=UNIT,O=ORG,L=TORONTO,ST=ONTARIO,C=CA'" | sudo tee -a /etc/opensearch/opensearch.yml
echo "plugins.security.nodes_dn:" | sudo tee -a /etc/opensearch/opensearch.yml
echo " - 'CN=node1.dns.a-record,OU=UNIT,O=ORG,L=TORONTO,ST=ONTARIO,C=CA'" | sudo tee -a /etc/opensearch/opensearch.yml
echo "plugins.security.audit.type: internal_opensearch" | sudo tee -a /etc/opensearch/opensearch.yml
echo "plugins.security.enable_snapshot_restore_privilege: true" | sudo tee -a /etc/opensearch/opensearch.yml
echo "plugins.security.check_snapshot_restore_write_privileges: true" | sudo tee -a /etc/opensearch/opensearch.yml
echo "plugins.security.restapi.roles_enabled: [\"all_access\", \"security_rest_api_access\"]" | sudo tee -a /etc/opensearch/opensearch.yml
Users are defined and authenticated by OpenSearch in a variety of ways. One method that does not require additional backend infrastructure is to manually configure users in `internal_users.yml`. See [YAML files]({{site.url}}{{site.baseurl}}/security-plugin/configuration/yaml/) for more information about configuring users. The following steps explain how to remove all demo users except for the `admin` user and how to replace the `admin` default password using a script.
1. Remove all demo users except for `admin` and replace the hash with the output provided by `hash.sh` in a previous step. The file should look similar to the following example:
```bash
---
# This is the internal user database
# The hash value is a bcrypt hash and can be generated with plugin/tools/hash.sh
Now that TLS certificates are installed and demo users were removed or assigned new passwords, the last step is to apply the configuration changes. This last configuration step requires invoking `securityadmin.sh` while OpenSearch is running on the host.
1. OpenSearch must be running for `securityadmin.sh` to apply changes. If you made changes to `opensearch.yml`, restart OpenSearch.
1. Open a separate terminal session with the host and navigate to the directory containing `securityadmin.sh`.
```bash
# Change to the correct directory
cd /usr/share/opensearch/plugins/opensearch-security/tools
```
1. Invoke the script. See [Apply changes using securityadmin.sh]({{site.url}}{{site.baseurl}}/security-plugin/configuration/security-admin/) for definitions of the arguments you must pass.
```bash
# You can omit the environment variable if you declared this in your $PATH.
OpenSearch is now running on your host with custom TLS certificates and a secure user for basic authentication. You can verify external connectivity by sending an API request to your OpenSearch node from another host.
During the previous test you directed requests to `localhost`. Now that TLS certificates have been applied and the new certificates reference your host's actual DNS record, requests to `localhost` will fail the CN check and the certificate will be considered invalid. Instead, requests should be sent to the address you specified while generating the certificate.
You should add trust for the root certificate to your client before sending requests. If you do not add trust, then you must use the `-k` option so that cURL ignores CN and root certificate validation.
OpenSearch instances installed using `dpkg` or `apt-get` can be easily upgraded to a newer version.
### Manual upgrade with DPKG
Download the Debian package for the desired upgrade version directly from the [OpenSearch downloads page](https://opensearch.org/downloads.html){:target='\_blank'}.
Navigate to the directory containing the distribution and run the following command: