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The reference manual includes docs on version compatibility in various places, but it's not clear that these docs only apply to released versions and that the rules for pre-release versions are stricter than folks expect. This commit adds some words to the docs for unreleased versions which explains this subtlety.
139 lines
6.7 KiB
Text
139 lines
6.7 KiB
Text
[[snapshot-restore]]
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= Snapshot and restore
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[partintro]
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--
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// tag::snapshot-intro[]
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A _snapshot_ is a backup taken from a running {es} cluster.
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You can take snapshots of an entire cluster, including all its data streams and
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indices. You can also take snapshots of only specific data streams or indices in
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the cluster.
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You must
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<<snapshots-register-repository, register a snapshot repository>>
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before you can <<snapshots-take-snapshot, create snapshots>>.
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Snapshots can be stored in either local or remote repositories.
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Remote repositories can reside on Amazon S3, HDFS, Microsoft Azure,
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Google Cloud Storage,
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and other platforms supported by a {plugins}/repository.html[repository plugin].
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// end::snapshot-intro[]
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{es} takes snapshots incrementally: the snapshotting process only copies data
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to the repository that was not already copied there by an earlier snapshot,
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avoiding unnecessary duplication of work or storage space. This means you can
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safely take snapshots very frequently with minimal overhead. This
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incrementality only applies within a single repository because no data is
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shared between repositories. Snapshots are also logically independent from each
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other, even within a single repository: deleting a snapshot does not affect the
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integrity of any other snapshot.
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// tag::restore-intro[]
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You can <<snapshots-restore-snapshot,restore snapshots>> to a running cluster, which includes all data streams and indices in the snapshot
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by default.
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However, you can choose to restore only the cluster state or specific data
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streams or indices from a snapshot.
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// end::restore-intro[]
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You can use
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<<getting-started-snapshot-lifecycle-management, {slm}>>
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to automatically take and manage snapshots.
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// tag::backup-warning[]
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WARNING: **The only reliable and supported way to back up a cluster is by
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taking a snapshot**. You cannot back up an {es} cluster by making copies of the
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data directories of its nodes. There are no supported methods to restore any
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data from a filesystem-level backup. If you try to restore a cluster from such
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a backup, it may fail with reports of corruption or missing files or other data
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inconsistencies, or it may appear to have succeeded having silently lost some
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of your data.
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// end::backup-warning[]
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A copy of the data directories of a cluster's nodes does not work as a backup
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because it is not a consistent representation of their contents at a single
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point in time. You cannot fix this by shutting down nodes while making the
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copies, nor by taking atomic filesystem-level snapshots, because {es} has
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consistency requirements that span the whole cluster. You must use the built-in
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snapshot functionality for cluster backups.
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[discrete]
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[[snapshot-restore-version-compatibility]]
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=== Version compatibility
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IMPORTANT: Version compatibility refers to the underlying Lucene index
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compatibility. Follow the <<setup-upgrade,Upgrade documentation>>
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when migrating between versions.
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A snapshot contains a copy of the on-disk data structures that comprise an
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index or a data stream's backing indices. This means that snapshots can only be restored to versions of
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{es} that can read the indices.
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The following table indicates snapshot compatibility between versions. The first column denotes the base version that you can restore snapshots from.
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// tag::snapshot-compatibility-matrix[]
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[cols="6"]
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|===
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| 5+^h| Cluster version
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^h| Snapshot version ^| 2.x ^| 5.x ^| 6.x ^| 7.x ^| 8.x
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^| *1.x* -> ^|{yes-icon} ^|{no-icon} ^|{no-icon} ^|{no-icon} ^|{no-icon}
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^| *2.x* -> ^|{yes-icon} ^|{yes-icon} ^|{no-icon} ^|{no-icon} ^|{no-icon}
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^| *5.x* -> ^|{no-icon} ^|{yes-icon} ^|{yes-icon} ^|{no-icon} ^|{no-icon}
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^| *6.x* -> ^|{no-icon} ^|{no-icon} ^|{yes-icon} ^|{yes-icon} ^|{no-icon}
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^| *7.x* -> ^|{no-icon} ^|{no-icon} ^|{no-icon} ^|{yes-icon} ^|{yes-icon}
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|===
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// end::snapshot-compatibility-matrix[]
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The following conditions apply for restoring snapshots and indices across versions:
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* *Snapshots*: You cannot restore snapshots from later {es} versions into a cluster running an earlier {es} version. For example, you cannot restore a snapshot taken in 7.6.0 to a cluster running 7.5.0.
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* *Indices*: You cannot restore indices into a cluster running a version of {es} that is more than _one major version_ newer than the version of {es} used to snapshot the indices. For example, you cannot restore indices from a snapshot taken in 5.0 to a cluster running 7.0.
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+
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[NOTE]
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====
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The one caveat is that snapshots taken by {es} 2.0 can be restored in clusters running {es} 5.0.
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====
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ifeval::["{release-state}"!="released"]
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[[snapshot-prerelease-build-compatibility]]
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NOTE: This documentation is for {es} {version}, which is not yet released. The
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compatibility table above applies only to snapshots taken in a released version
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of {es}. If you're testing a pre-release build of {es} then you can also take
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and restore snapshots as normal, but you must not use the same snapshot
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repository with other builds of {es} even if the builds are the same version.
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Different pre-release builds of {es} may use different and incompatible
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repository layouts. If the repository layout is incompatible with the {es} build
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in use then taking and restoring snapshots may result in errors or may appear to
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succeed having silently lost some data. You should discard the repository when
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moving to a different build.
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endif::[]
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Each snapshot can contain indices created in various versions of {es}. This
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includes backing indices created for data streams. When restoring a snapshot, it
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must be possible to restore all of these indices into the target cluster. If any
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indices in a snapshot were created in an incompatible version, you will not be
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able restore the snapshot.
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IMPORTANT: When backing up your data prior to an upgrade, keep in mind that you
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won't be able to restore snapshots after you upgrade if they contain indices
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created in a version that's incompatible with the upgrade version.
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If you end up in a situation where you need to restore a snapshot of a data stream or index
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that is incompatible with the version of the cluster you are currently running,
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you can restore it on the latest compatible version and use
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<<reindex-from-remote,reindex-from-remote>> to rebuild the data stream or index on the current
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version. Reindexing from remote is only possible if the original data stream or index has
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source enabled. Retrieving and reindexing the data can take significantly
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longer than simply restoring a snapshot. If you have a large amount of data, we
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recommend testing the reindex from remote process with a subset of your data to
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understand the time requirements before proceeding.
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--
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include::register-repository.asciidoc[]
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include::take-snapshot.asciidoc[]
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include::monitor-snapshot-restore.asciidoc[]
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include::delete-snapshot.asciidoc[]
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include::restore-snapshot.asciidoc[]
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include::../slm/index.asciidoc[]
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include::../searchable-snapshots/index.asciidoc[]
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