---
layout: default
title: About the process
nav_order: 1
redirect_from:
  - /upgrade-to/
---

# About the process

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.

Three approaches exist:

- 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.
- 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.
- 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/).

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.

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.

## Upgrading from Open Distro

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/).