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[docs] Manually migrating Kibana index #13696

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merged 6 commits into from
Aug 31, 2017

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tylersmalley
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@tylersmalley tylersmalley commented Aug 24, 2017

Documents the process for manually migrating the Kibana index in preparation for a migration to 6.x.


[float]
=== Replace markdown parser `marked` with `markdown-it`
*Details:* Starting in 6.0.0, Kibana will use `markdown-it` to parse markdown text. Kibana switched to `markdown-it` because `marked` is no longer actively maintained. Markdown-it supports CommonMark and GFM (GitHub Flavored Markdown) Tables and Strikethrough.
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we probably want this still?

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Yes, not sure what happened there


A UI is available in X-Pack 5.6 to assist with the migration. The following is provided should you be required to run the migration manually. The commands assume your using the default `.kibana` index. If `kibana.index` is set to something different in your `kibana.yml` you will need to modify the commands.

To preform this migration without downtime, you will need to be running Kibana 5.6. This is the only version which supports both of the index types.
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preform = perform

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not saying we want to go down this path but a no downtime upgrade without 5.6 could be to stand up two kibana's, one to the reindexed .kibana and update A records to the new IP after

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Yeah, that would be pretty tough to time correctly.

Signed-off-by: Tyler Smalley <tyler.smalley@elastic.co>
=== Types removed from Kibana index
*Details:* With the imminent {es-ref}/removal-of-types.html[removal of types in Elasticsearch], we have updated our index to not rely on types. Kibana 5.6.x can support both of these mappings to minimize downtime. A UI is provided with X-Pack to assist with the migration of the Elastic stack.

*Impact:* You will need migrate your Kibana index either {kibana-ref}/migrating-6.0-index.html[manually], or through the Migration UI in X-Pack.
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is there a link a more info link to the migration ui available?

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I believe @archanid is still working on that. We should link when it becomes available.

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I think it shouldn't be called "Migration UI" here--we're calling it "Upgrade Assistant"

Signed-off-by: Tyler Smalley <tyler.smalley@elastic.co>
"settings" : {
"number_of_shards" : 1,
"index.format": 6,
"index.refresh_interval": -1
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we probably want to turn this back on after, right?

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Actually, I am going to remove it. @archanid, is the upgrade UI turning this back on after the migration?

Signed-off-by: Tyler Smalley <tyler.smalley@elastic.co>
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@debadair, did you want to take a pass over this?

@tylersmalley tylersmalley added the Team:Operations Team label for Operations Team label Aug 29, 2017
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I left a few comments, including a small typo fix.

=== Types removed from Kibana index
*Details:* With the imminent {es-ref}/removal-of-types.html[removal of types in Elasticsearch], we have updated our index to not rely on types. Kibana 5.6.x can support both of these mappings to minimize downtime. A UI is provided with X-Pack to assist with the migration of the Elastic stack.

*Impact:* You will need migrate your Kibana index either {kibana-ref}/migrating-6.0-index.html[manually], or through the Migration UI in X-Pack.
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I think it shouldn't be called "Migration UI" here--we're calling it "Upgrade Assistant"


[IMPORTANT]
==============================================
The following will make transformations to your Kibana index. It is recommended you backup your Kibana index prior to running any of the following commands.
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Maybe a link to the snapshot/restore docs where you say "backup your Kibana index" ?

https://www.elastic.co/guide/en/elasticsearch/reference/current/modules-snapshots.html

The following will make transformations to your Kibana index. It is recommended you backup your Kibana index prior to running any of the following commands.
==============================================

In order to migrate to Kibana 6, your Kibana index needs to be re-indexed. This will make transformations to the data model, removing types which are being {es-ref}/removal-of-types.html[removed in Elasticsearch].
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I think in other docs, we aren't hyphenating "reindex", so maybe being consistent here would be good.


In order to migrate to Kibana 6, your Kibana index needs to be re-indexed. This will make transformations to the data model, removing types which are being {es-ref}/removal-of-types.html[removed in Elasticsearch].

A UI is available in X-Pack 5.6 to assist with the migration. The following is provided should you be required to run the migration manually. The commands assume your using the default `.kibana` index. If `kibana.index` is set to something different in your `kibana.yml` you will need to modify the commands.
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The commands assume your using => The commands assume you're using

// CONSOLE
--

. Re-index `.kibana` into `.kibana-6`:
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Re-index => Reindex perhaps

"actions" : [
{ "add": { "index": ".kibana-6", "alias": ".kibana" } },
{ "remove_index": { "index": ".kibana" } }
]
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It looks like this command will wipe out any existing aliases on the old kibana index. Right?

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@tylersmalley tylersmalley Aug 30, 2017

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I 38cc25f I have mentioned not using an alias. I would rather keep the commands simple for majority of users and call out the cases where folks have complex setups.

}
}
}
}
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This part kind of bothers me. Putting the whole mappings here feels like there could be a typo, or some change to it later (maybe not realistic), but it means it's in more than one place. Is it worth it to link to a mappings object as a central source of truth?

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I believe we could include it, but we would need the whole mapping which I believe this is the first in the OS repo.

Tyler Smalley added 2 commits August 30, 2017 15:10
Signed-off-by: Tyler Smalley <tyler.smalley@elastic.co>
Signed-off-by: Tyler Smalley <tyler.smalley@elastic.co>
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@archanid, thanks for the feedback. I have addressed it - mind giving another look?

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rhoboat commented Aug 31, 2017

Other than that one comma thingy, it LGTM!

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rhoboat commented Aug 31, 2017

Also @tylersmalley to help you link to the Upgrade Assistant docs:

The file is docs/en/upgrade-assistant/index.asciidoc

But there are these tags at the top of it:

[role="xpack"]
[[xpack-upgrade-assistant]]

I don't know what that means--maybe the link is actually xpack-upgrade-assistant rather than upgrade-assistant/index.asciidoc. You can see what I'm talking about on @debadair's PR https://github.com/elastic/x-pack-kibana/pull/2452

Signed-off-by: Tyler Smalley <tyler.smalley@elastic.co>
@tylersmalley tylersmalley merged commit 39cab76 into elastic:6.0 Aug 31, 2017
tylersmalley added a commit that referenced this pull request Aug 31, 2017
Signed-off-by: Tyler Smalley <tyler.smalley@elastic.co>
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6.1/6.x: 220b39f

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I will follow-up with adding the link once the other PR is merged. I also need to change the xpack-ref to allow defining the branch, like the other refs.

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epixa commented Sep 1, 2017

@tylersmalley I think we'll want this content in master as well, even if it is slightly modified. These steps do not disappear with 7.0 as users will still need to do this reindex if they are beginning in 5.x and trying to go to 7. I know we're a long ways out from dealing directly with upgradability to 7.0, but we should try to keep the docs as current as possible in the meantime.

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@epixa, is that something we really want to support? With Elasticsearch, don't users need to go through each of the major versions when upgrading?

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epixa commented Sep 5, 2017

@tylersmalley That's a good point

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