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Clarified wording for upgrade approaches and added link reference to … (#841)
* Clarified wording for upgrade approaches and added link reference to ODFE migration blog post Signed-off-by: jeffhuss <jeffhuss@amazon.com> * Cleared up some verbiage Signed-off-by: jeffhuss <jeffhuss@amazon.com>
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# About the process
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The process of upgrading from Elasticsearch OSS (including Open Distro for Elasticsearch) to OpenSearch varies depending on your current version of Elasticsearch OSS, install type, tolerance for downtime, and cost-sensitivity. Rather than concrete steps to cover every situation, we have general guidance for the process.
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The process of upgrading from Elasticsearch OSS to OpenSearch varies depending on your current version of Elasticsearch OSS, installation type, tolerance for downtime, and cost-sensitivity. Rather than concrete steps to cover every situation, we have general guidance for the process.
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Three approaches exist:
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- Use a snapshot to [migrate your Elasticsearch OSS data]({{site.url}}{{site.baseurl}}/upgrade-to/snapshot-migrate/) to a new OpenSearch cluster.
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- Perform a [rolling upgrade or cluster restart upgrade]({{site.url}}{{site.baseurl}}/upgrade-to/upgrade-to/) on your existing nodes.
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- Use a snapshot to [migrate your Elasticsearch OSS data]({{site.url}}{{site.baseurl}}/upgrade-to/snapshot-migrate/) to a new OpenSearch cluster. This method may incur downtime.
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- Perform a [restart upgrade or a rolling upgrade]({{site.url}}{{site.baseurl}}/upgrade-to/upgrade-to/) on your existing nodes. A restart upgrade involves upgrading the entire cluster and restarting it, whereas a rolling upgrade requires upgrading and restarting nodes in the cluster one by one.
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- Replace existing Elasticsearch OSS nodes with new OpenSearch nodes. Node replacement is most popular when upgrading [Docker clusters]({{site.url}}{{site.baseurl}}/upgrade-to/docker-upgrade-to/).
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Regardless of your approach, to safeguard against data loss, we recommend that you take a [snapshot]({{site.url}}{{site.baseurl}}/opensearch/snapshots/snapshot-restore) of all indexes prior to any migration.
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If your existing clients include a version check, such as recent versions of Logstash OSS and Filebeat OSS, [check compatibility]({{site.url}}{{site.baseurl}}/clients/agents-and-ingestion-tools/index/) before upgrading.
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## Upgrading from Open Distro
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For steps to upgrade from Open Distro to OpenSearch, refer to the blog post [How To: Upgrade from Open Distro to OpenSearch](https://opensearch.org/blog/technical-posts/2021/07/how-to-upgrade-from-opendistro-to-opensearch/).
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