elasticsearch/docs/reference/datatiers.asciidoc
Yang Wang 4ddd9b6352
Clarify docs around disk capacity expectation. (#115745) (#120489)
Make it explicit that es expects disks to have the same capacity across all the nodes in the same data tier.

(cherry picked from commit 3ebc1f48aa)

Co-authored-by: Ievgen Degtiarenko <ievgen.degtiarenko@elastic.co>
2025-01-21 16:36:49 +11:00

263 lines
12 KiB
Text

[role="xpack"]
[[data-tiers]]
== Data tiers
A _data tier_ is a collection of <<modules-node,nodes>> within a cluster that share the same
<<node-roles,data node role>>, and a hardware profile that's appropriately sized for the role. Elastic recommends that nodes in the same tier share the same
hardware profile to avoid <<hotspotting,hot spotting>>.
The data tiers that you use, and the way that you use them, depends on the data's <<data-management,category>>.
The following data tiers are can be used with each data category:
Content data:
* <<content-tier,Content tier>> nodes handle the indexing and query load for non-timeseries
indices, such as a product catalog.
Time series data:
* <<hot-tier,Hot tier>> nodes handle the indexing load for time series data,
such as logs or metrics. They hold your most recent, most-frequently-accessed data.
* <<warm-tier,Warm tier>> nodes hold time series data that is accessed less-frequently
and rarely needs to be updated.
* <<cold-tier,Cold tier>> nodes hold time series data that is accessed
infrequently and not normally updated. To save space, you can keep
<<fully-mounted,fully mounted indices>> of
<<ilm-searchable-snapshot,{search-snaps}>> on the cold tier. These fully mounted
indices eliminate the need for replicas, reducing required disk space by
approximately 50% compared to the regular indices.
* <<frozen-tier,Frozen tier>> nodes hold time series data that is accessed
rarely and never updated. The frozen tier stores <<partially-mounted,partially
mounted indices>> of <<ilm-searchable-snapshot,{search-snaps}>> exclusively.
This extends the storage capacity even further — by up to 20 times compared to
the warm tier.
TIP: The performance of an {es} node is often limited by the performance of the underlying storage and hardware profile.
For example hardware profiles, refer to Elastic Cloud's {cloud}/ec-reference-hardware.html[instance configurations].
Review our recommendations for optimizing your storage for <<indexing-use-faster-hardware,indexing>> and <<search-use-faster-hardware,search>>.
IMPORTANT: {es} assumes nodes within a data tier share the same hardware profile (such as CPU, RAM, disk capacity).
Data tiers with unequally resourced nodes have a higher risk of <<hotspotting,hot spotting>>.
The way data tiers are used often depends on the data's category:
- Content data remains on the <<content-tier,content tier>> for its entire
data lifecycle.
- Time series data may progress through the
descending temperature data tiers (hot, warm, cold, and frozen) according to your
performance, resiliency, and data retention requirements.
+
You can automate these lifecycle transitions using the <<data-streams,data stream lifecycle>>, or custom <<index-lifecycle-management,{ilm}>>.
[discrete]
[[available-tier]]
=== Available data tiers
Learn more about each data tier, including when and how it should be used.
[discrete]
[[content-tier]]
==== Content tier
// tag::content-tier[]
Data stored in the content tier is generally a collection of items such as a product catalog or article archive.
Unlike time series data, the value of the content remains relatively constant over time,
so it doesn't make sense to move it to a tier with different performance characteristics as it ages.
Content data typically has long data retention requirements, and you want to be able to retrieve
items quickly regardless of how old they are.
Content tier nodes are usually optimized for query performance--they prioritize processing power over IO throughput
so they can process complex searches and aggregations and return results quickly.
While they are also responsible for indexing, content data is generally not ingested at as high a rate
as time series data such as logs and metrics. From a resiliency perspective the indices in this
tier should be configured to use one or more replicas.
The content tier is required and is often deployed within the same node
grouping as the hot tier. System indices and other indices that aren't part
of a data stream are automatically allocated to the content tier.
// end::content-tier[]
[discrete]
[[hot-tier]]
==== Hot tier
// tag::hot-tier[]
The hot tier is the {es} entry point for time series data and holds your most-recent,
most-frequently-searched time series data.
Nodes in the hot tier need to be fast for both reads and writes,
which requires more hardware resources and faster storage (SSDs).
For resiliency, indices in the hot tier should be configured to use one or more replicas.
The hot tier is required. New indices that are part of a <<data-streams,
data stream>> are automatically allocated to the hot tier.
// end::hot-tier[]
[discrete]
[[warm-tier]]
==== Warm tier
// tag::warm-tier[]
Time series data can move to the warm tier once it is being queried less frequently
than the recently-indexed data in the hot tier.
The warm tier typically holds data from recent weeks.
Updates are still allowed, but likely infrequent.
Nodes in the warm tier generally don't need to be as fast as those in the hot tier.
For resiliency, indices in the warm tier should be configured to use one or more replicas.
// end::warm-tier[]
[discrete]
[[cold-tier]]
==== Cold tier
// tag::cold-tier[]
When you no longer need to search time series data regularly, it can move from
the warm tier to the cold tier. While still searchable, this tier is typically
optimized for lower storage costs rather than search speed.
For better storage savings, you can keep <<fully-mounted,fully mounted indices>>
of <<ilm-searchable-snapshot,{search-snaps}>> on the cold tier. Unlike regular
indices, these fully mounted indices don't require replicas for reliability. In
the event of a failure, they can recover data from the underlying snapshot
instead. This potentially halves the local storage needed for the data. A
snapshot repository is required to use fully mounted indices in the cold tier.
Fully mounted indices are read-only.
Alternatively, you can use the cold tier to store regular indices with replicas instead
of using {search-snaps}. This lets you store older data on less expensive hardware
but doesn't reduce required disk space compared to the warm tier.
// end::cold-tier[]
[discrete]
[[frozen-tier]]
==== Frozen tier
// tag::frozen-tier[]
Once data is no longer being queried, or being queried rarely, it may move from
the cold tier to the frozen tier where it stays for the rest of its life.
The frozen tier requires a snapshot repository.
The frozen tier uses <<partially-mounted,partially mounted indices>> to store
and load data from a snapshot repository. This reduces local storage and
operating costs while still letting you search frozen data. Because {es} must
sometimes fetch frozen data from the snapshot repository, searches on the frozen
tier are typically slower than on the cold tier.
// end::frozen-tier[]
[discrete]
[[configure-data-tiers]]
=== Configure data tiers
Follow the instructions for your deployment type to configure data tiers.
[discrete]
[[configure-data-tiers-cloud]]
==== {ess} or {ece}
The default configuration for an {ecloud} deployment includes a shared tier for
hot and content data. This tier is required and can't be removed.
To add a warm, cold, or frozen tier when you create a deployment:
. On the **Create deployment** page, click **Advanced Settings**.
. Click **+ Add capacity** for any data tiers to add.
. Click **Create deployment** at the bottom of the page to save your changes.
[role="screenshot"]
image::images/data-tiers/ess-advanced-config-data-tiers.png[{ecloud}'s deployment Advanced configuration page,align=center]
To add a data tier to an existing deployment:
. Log in to the {ess-console}[{ecloud} console].
. On the **Deployments** page, select your deployment.
. In your deployment menu, select **Edit**.
. Click **+ Add capacity** for any data tiers to add.
. Click **Save** at the bottom of the page to save your changes.
To remove a data tier, refer to {cloud}/ec-disable-data-tier.html[Disable a data
tier].
[discrete]
[[configure-data-tiers-on-premise]]
==== Self-managed deployments
For self-managed deployments, each node's <<data-node-role,data role>> is configured
in `elasticsearch.yml`. For example, the highest-performance nodes in a cluster
might be assigned to both the hot and content tiers:
[source,yaml]
----
node.roles: ["data_hot", "data_content"]
----
NOTE: We recommend you use <<data-frozen-node,dedicated nodes>> in the frozen
tier.
[discrete]
[[data-tier-allocation]]
=== Data tier index allocation
The <<tier-preference-allocation-filter, `index.routing.allocation.include._tier_preference`>> setting determines which tier the index should be allocated to.
When you create an index, by default {es} sets the `_tier_preference`
to `data_content` to automatically allocate the index shards to the content tier.
When {es} creates an index as part of a <<data-streams, data stream>>,
by default {es} sets the `_tier_preference`
to `data_hot` to automatically allocate the index shards to the hot tier.
At the time of index creation, you can override the default setting by explicitly setting
the preferred value in one of two ways:
- Using an <<index-templates,index template>>. Refer to <<getting-started-index-lifecycle-management,Automate rollover with ILM>> for details.
- Within the <<indices-create-index,create index>> request body.
You can override this
setting after index creation by <<indices-update-settings,updating the index setting>> to the preferred
value.
This setting also accepts multiple tiers in order of preference. This prevents indices from remaining unallocated if no nodes are available in the preferred tier. For example, when {ilm} migrates an index to the cold phase, it sets the index `_tier_preference` to `data_cold,data_warm,data_hot`.
To remove the data tier preference
setting, set the `_tier_preference` value to `null`. This allows the index to allocate to any data node within the cluster. Setting the `_tier_preference` to `null` does not restore the default value. Note that, in the case of managed indices, a <<ilm-migrate,migrate>> action might apply a new value in its place.
[discrete]
[[data-tier-allocation-value]]
==== Determine the current data tier preference
You can check an existing index's data tier preference by <<indices-get-settings,polling its
settings>> for `index.routing.allocation.include._tier_preference`:
[source,console]
--------------------------------------------------
GET /my-index-000001/_settings?filter_path=*.settings.index.routing.allocation.include._tier_preference
--------------------------------------------------
// TEST[setup:my_index]
[discrete]
[[data-tier-allocation-troubleshooting]]
==== Troubleshooting
The `_tier_preference` setting might conflict with other allocation settings. This conflict might prevent the shard from allocating. A conflict might occur when a cluster has not yet been completely <<troubleshoot-migrate-to-tiers,migrated
to data tiers>>.
This setting will not unallocate a currently allocated shard, but might prevent it from migrating from its current location to its designated data tier. To troubleshoot, call the <<cluster-allocation-explain,cluster allocation explain API>> and specify the suspected problematic shard.
[discrete]
[[data-tier-migration]]
==== Automatic data tier migration
{ilm-init} automatically transitions managed
indices through the available data tiers using the <<ilm-migrate, migrate>> action.
By default, this action is automatically injected in every phase.
You can explicitly specify the migrate action with `"enabled": false` to <<ilm-disable-migrate-ex,disable automatic migration>>,
for example, if you're using the <<ilm-allocate, allocate action>> to manually
specify allocation rules.