[DOCS] Update local dev instructions to use start-local (#113848)

https://www.elastic.co/start-local is live and will be our go-to local
dev setup.

This PR:

- Updates both the Elasticsearch root readme and `run-elasticsearch-locally.asciidoc`

🧹 Also try to keep as concise as possible by not mirroring _everything_
in readme
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Liam Thompson 2024-10-02 11:12:58 +02:00 committed by GitHub
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@ -33,8 +33,10 @@ https://www.elastic.co/downloads/elasticsearch[elastic.co/downloads/elasticsearc
=== Run Elasticsearch locally
////
IMPORTANT: This content is replicated in the Elasticsearch guide. See `run-elasticsearch-locally.asciidoc`.
Both will soon be replaced by a quickstart script.
IMPORTANT: This content is replicated in the Elasticsearch repo. See `run-elasticsearch-locally.asciidoc`.
Ensure both files are in sync.
https://github.com/elastic/start-local is the source of truth.
////
[WARNING]
@ -44,89 +46,67 @@ DO NOT USE THESE INSTRUCTIONS FOR PRODUCTION DEPLOYMENTS.
This setup is intended for local development and testing only.
====
The following commands help you very quickly spin up a single-node Elasticsearch cluster, together with Kibana in Docker.
Use this setup for local development or testing.
Quickly set up Elasticsearch and Kibana in Docker for local development or testing, using the https://github.com/elastic/start-local?tab=readme-ov-file#-try-elasticsearch-and-kibana-locally[`start-local` script].
For more detailed information about the `start-local` setup, refer to the https://github.com/elastic/start-local[README on GitHub].
==== Prerequisites
If you don't have Docker installed, https://www.docker.com/products/docker-desktop[download and install Docker Desktop] for your operating system.
- If you don't have Docker installed, https://www.docker.com/products/docker-desktop[download and install Docker Desktop] for your operating system.
- If you're using Microsoft Windows, then install https://learn.microsoft.com/en-us/windows/wsl/install[Windows Subsystem for Linux (WSL)].
==== Set environment variables
==== Trial license
Configure the following environment variables.
This setup comes with a one-month trial of the Elastic *Platinum* license.
After the trial period, the license reverts to *Free and open - Basic*.
Refer to https://www.elastic.co/subscriptions[Elastic subscriptions] for more information.
==== Run `start-local`
To set up Elasticsearch and Kibana locally, run the `start-local` script:
[source,sh]
----
export ELASTIC_PASSWORD="<ES_PASSWORD>" # password for "elastic" username
export KIBANA_PASSWORD="<KIB_PASSWORD>" # Used internally by Kibana, must be at least 6 characters long
----
==== Create a Docker network
To run both Elasticsearch and Kibana, you'll need to create a Docker network:
[source,sh]
----
docker network create elastic-net
----
==== Run Elasticsearch
Start the Elasticsearch container with the following command:
[source,sh]
----
docker run -p 127.0.0.1:9200:9200 -d --name elasticsearch --network elastic-net \
-e ELASTIC_PASSWORD=$ELASTIC_PASSWORD \
-e "discovery.type=single-node" \
-e "xpack.security.http.ssl.enabled=false" \
-e "xpack.license.self_generated.type=trial" \
docker.elastic.co/elasticsearch/elasticsearch:{version}
----
==== Run Kibana (optional)
To run Kibana, you must first set the `kibana_system` password in the Elasticsearch container.
[source,sh]
----
# configure the Kibana password in the ES container
curl -u elastic:$ELASTIC_PASSWORD \
-X POST \
http://localhost:9200/_security/user/kibana_system/_password \
-d '{"password":"'"$KIBANA_PASSWORD"'"}' \
-H 'Content-Type: application/json'
curl -fsSL https://elastic.co/start-local | sh
----
// NOTCONSOLE
Start the Kibana container with the following command:
This script creates an `elastic-start-local` folder containing configuration files and starts both Elasticsearch and Kibana using Docker.
After running the script, you can access Elastic services at the following endpoints:
* *Elasticsearch*: http://localhost:9200
* *Kibana*: http://localhost:5601
The script generates a random password for the `elastic` user, which is displayed at the end of the installation and stored in the `.env` file.
[CAUTION]
====
This setup is for local testing only. HTTPS is disabled, and Basic authentication is used for Elasticsearch. For security, Elasticsearch and Kibana are accessible only through `localhost`.
====
==== API access
An API key for Elasticsearch is generated and stored in the `.env` file as `ES_LOCAL_API_KEY`.
Use this key to connect to Elasticsearch with a https://www.elastic.co/guide/en/elasticsearch/client/index.html[programming language client] or the https://www.elastic.co/guide/en/elasticsearch/reference/current/rest-apis.html[REST API].
From the `elastic-start-local` folder, check the connection to Elasticsearch using `curl`:
[source,sh]
----
docker run -p 127.0.0.1:5601:5601 -d --name kibana --network elastic-net \
-e ELASTICSEARCH_URL=http://elasticsearch:9200 \
-e ELASTICSEARCH_HOSTS=http://elasticsearch:9200 \
-e ELASTICSEARCH_USERNAME=kibana_system \
-e ELASTICSEARCH_PASSWORD=$KIBANA_PASSWORD \
-e "xpack.security.enabled=false" \
-e "xpack.license.self_generated.type=trial" \
docker.elastic.co/kibana/kibana:{version}
source .env
curl $ES_LOCAL_URL -H "Authorization: ApiKey ${ES_LOCAL_API_KEY}"
----
// NOTCONSOLE
.Trial license
[%collapsible]
====
The service is started with a trial license. The trial license enables all features of Elasticsearch for a trial period of 30 days. After the trial period expires, the license is downgraded to a basic license, which is free forever. If you prefer to skip the trial and use the basic license, set the value of the `xpack.license.self_generated.type` variable to basic instead. For a detailed feature comparison between the different licenses, refer to our https://www.elastic.co/subscriptions[subscriptions page].
====
==== Send requests to Elasticsearch
=== Send requests to Elasticsearch
You send data and other requests to Elasticsearch through REST APIs.
You can interact with Elasticsearch using any client that sends HTTP requests,
such as the https://www.elastic.co/guide/en/elasticsearch/client/index.html[Elasticsearch
language clients] and https://curl.se[curl].
===== Using curl
==== Using curl
Here's an example curl command to create a new Elasticsearch index, using basic auth:
@ -139,7 +119,7 @@ curl -u elastic:$ELASTIC_PASSWORD \
----
// NOTCONSOLE
===== Using a language client
==== Using a language client
To connect to your local dev Elasticsearch cluster with a language client, you can use basic authentication with the `elastic` username and the password you set in the environment variable.
@ -167,7 +147,7 @@ client = Elasticsearch(
print(client.info())
----
===== Using the Dev Tools Console
==== Using the Dev Tools Console
Kibana's developer console provides an easy way to experiment and test requests.
To access the console, open Kibana, then go to **Management** > **Dev Tools**.

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@ -1,5 +1,11 @@
////
IMPORTANT: This content is replicated in the Elasticsearch repo root readme. Ensure both files are in sync.
https://github.com/elastic/start-local is the source of truth.
////
[[run-elasticsearch-locally]]
== Run {es} locally in Docker
== Run {es} locally
++++
<titleabbrev>Run {es} locally</titleabbrev>
++++
@ -8,164 +14,74 @@
====
*DO NOT USE THESE INSTRUCTIONS FOR PRODUCTION DEPLOYMENTS*
The instructions on this page are for *local development only*. Do not use these instructions for production deployments, because they are not secure.
While this approach is convenient for experimenting and learning, you should never run Elasticsearch in this way in a production environment.
The instructions on this page are for *local development only*. Do not use this configuration for production deployments, because it is not secure.
Refer to <<elasticsearch-intro-deploy, deployment options>> for a list of production deployment options.
====
Follow this tutorial if you want to quickly set up {es} in Docker for local development or testing.
Quickly set up {es} and {kib} in Docker for local development or testing, using the https://github.com/elastic/start-local?tab=readme-ov-file#-try-elasticsearch-and-kibana-locally[`start-local` script].
This tutorial also includes instructions for installing {kib}.
If you don't need access to the {kib} UI, then you can skip those instructions.
This setup comes with a one-month trial of the Elastic *Platinum* license.
After the trial period, the license reverts to *Free and open - Basic*.
Refer to https://www.elastic.co/subscriptions[Elastic subscriptions] for more information.
[discrete]
[[local-dev-prerequisites]]
=== Prerequisites
If you don't have Docker installed, https://www.docker.com/products/docker-desktop[download and install Docker Desktop] for your operating system.
- If you don't have Docker installed, https://www.docker.com/products/docker-desktop[download and install Docker Desktop] for your operating system.
- If you're using Microsoft Windows, then install https://learn.microsoft.com/en-us/windows/wsl/install[Windows Subsystem for Linux (WSL)].
[discrete]
[[local-dev-env-vars]]
=== Set environment variables
[[local-dev-quick-start]]
=== Run `start-local`
Configure the following environment variables.
To set up {es} and {kib} locally, run the `start-local` script:
[source,sh]
----
export ELASTIC_PASSWORD="<ES_PASSWORD>" # password for "elastic" username
export KIBANA_PASSWORD="<KIB_PASSWORD>" # Used _internally_ by Kibana, must be at least 6 characters long
curl -fsSL https://elastic.co/start-local | sh
----
// NOTCONSOLE
This script creates an `elastic-start-local` folder containing configuration files and starts both {es} and {kib} using Docker.
After running the script, you can access Elastic services at the following endpoints:
* *{es}*: http://localhost:9200
* *{kib}*: http://localhost:5601
The script generates a random password for the `elastic` user, which is displayed at the end of the installation and stored in the `.env` file.
[CAUTION]
====
This setup is for local testing only. HTTPS is disabled, and Basic authentication is used for {es}. For security, {es} and {kib} are accessible only through `localhost`.
====
[discrete]
[[local-dev-create-docker-network]]
=== Create a Docker network
[[api-access]]
=== API access
To run both {es} and {kib}, you'll need to create a Docker network:
An API key for {es} is generated and stored in the `.env` file as `ES_LOCAL_API_KEY`.
Use this key to connect to {es} with a https://www.elastic.co/guide/en/elasticsearch/client/index.html[programming language client] or the <<rest-apis,REST API>>.
From the `elastic-start-local` folder, check the connection to Elasticsearch using `curl`:
[source,sh]
----
docker network create elastic-net
----
[discrete]
[[local-dev-run-es]]
=== Run {es}
Start the {es} container with the following command:
ifeval::["{release-state}"=="unreleased"]
WARNING: Version {version} has not yet been released.
No Docker image is currently available for {es} {version}.
endif::[]
[source,sh,subs="attributes"]
----
docker run -p 127.0.0.1:9200:9200 -d --name elasticsearch --network elastic-net \
-e ELASTIC_PASSWORD=$ELASTIC_PASSWORD \
-e "discovery.type=single-node" \
-e "xpack.security.http.ssl.enabled=false" \
-e "xpack.license.self_generated.type=trial" \
{docker-image}
----
[discrete]
[[local-dev-run-kib]]
=== Run {kib} (optional)
To run {kib}, you must first set the `kibana_system` password in the {es} container.
[source,sh,subs="attributes"]
----
# configure the Kibana password in the ES container
curl -u elastic:$ELASTIC_PASSWORD \
-X POST \
http://localhost:9200/_security/user/kibana_system/_password \
-d '{"password":"'"$KIBANA_PASSWORD"'"}' \
-H 'Content-Type: application/json'
source .env
curl $ES_LOCAL_URL -H "Authorization: ApiKey ${ES_LOCAL_API_KEY}"
----
// NOTCONSOLE
Start the {kib} container with the following command:
ifeval::["{release-state}"=="unreleased"]
WARNING: Version {version} has not yet been released.
No Docker image is currently available for {es} {version}.
endif::[]
[source,sh,subs="attributes"]
----
docker run -p 127.0.0.1:5601:5601 -d --name kibana --network elastic-net \
-e ELASTICSEARCH_URL=http://elasticsearch:9200 \
-e ELASTICSEARCH_HOSTS=http://elasticsearch:9200 \
-e ELASTICSEARCH_USERNAME=kibana_system \
-e ELASTICSEARCH_PASSWORD=$KIBANA_PASSWORD \
-e "xpack.security.enabled=false" \
-e "xpack.license.self_generated.type=trial" \
{kib-docker-image}
----
When you access {kib}, use `elastic` as the username and the password you set earlier for the `ELASTIC_PASSWORD` environment variable.
[NOTE]
====
The service is started with a trial license. The trial license enables all features of Elasticsearch for a trial period of 30 days. After the trial period expires, the license is downgraded to a basic license, which is free forever.
====
[discrete]
[[local-dev-connecting-clients]]
=== Connect to {es} with language clients
[[local-dev-additional-info]]
=== Learn more
To connect to the {es} cluster from a language client, you can use basic authentication with the `elastic` username and the password you set in the environment variable.
.*Expand* for details
[%collapsible]
==============
You'll use the following connection details:
* **{es} endpoint**: `http://localhost:9200`
* **Username**: `elastic`
* **Password**: `$ELASTIC_PASSWORD` (Value you set in the environment variable)
For example, to connect with the Python `elasticsearch` client:
[source,python]
----
import os
from elasticsearch import Elasticsearch
username = 'elastic'
password = os.getenv('ELASTIC_PASSWORD') # Value you set in the environment variable
client = Elasticsearch(
"http://localhost:9200",
basic_auth=(username, password)
)
print(client.info())
----
Here's an example curl command using basic authentication:
[source,sh,subs="attributes"]
----
curl -u elastic:$ELASTIC_PASSWORD \
-X PUT \
http://localhost:9200/my-new-index \
-H 'Content-Type: application/json'
----
// NOTCONSOLE
==============
For more detailed information about the `start-local` setup, refer to the https://github.com/elastic/start-local[README on GitHub].
Learn about customizing the setup, logging, and more.
[discrete]
[[local-dev-next-steps]]
=== Next steps
Use our <<quickstart,quick start guides>> to learn the basics of {es}.
[discrete]
[[local-dev-production]]
=== Moving to production
This setup is not suitable for production use.
Refer to <<elasticsearch-intro-deploy, deployment options>> for more information.