elasticsearch/docs/reference/snapshot-restore/apis/create-snapshot-api.asciidoc
Gordon Brown 3f6472de74
Introduce "Feature States" for managing snapshots of system indices (#63513)
This PR expands the meaning of `include_global_state` for snapshots to include system indices. If `include_global_state` is `true` on creation, system indices will be included in the snapshot regardless of the contents of the `indices` field. If `include_global_state` is `true` on restoration, system indices will be restored (if included in the snapshot), regardless of the contents of the `indices` field. Index renaming is not applied to system indices, as system indices rely on their names matching certain patterns. If restored system indices are already present, they are automatically deleted prior to restoration from the snapshot to avoid conflicts.

This behavior can be overridden to an extent by including a new field in the snapshot creation or restoration call, `feature_states`, which contains an array of strings indicating the "feature" for which system indices should be snapshotted or restored. For example, this call will only restore the `watcher` and `security` system indices (in addition to `index_1`):

```
POST /_snapshot/my_repository/snapshot_2/_restore
{
  "indices": "index_1",
  "include_global_state": true,
  "feature_states": ["watcher", "security"]
}
```

If `feature_states` is present, the system indices associated with those features will be snapshotted or restored regardless of the value of `include_global_state`. All system indices can be omitted by providing a special value of `none` (`"feature_states": ["none"]`), or included by omitting the field or explicitly providing an empty array (`"feature_states": []`), similar to the `indices` field.

The list of currently available features can be retrieved via a new "Get Snapshottable Features" API:
```
GET /_snapshottable_features
```

which returns a response of the form:
```
{
    "features": [
        {
            "name": "tasks",
            "description": "Manages task results"
        },
        {
            "name": "kibana",
            "description": "Manages Kibana configuration and reports"
        }
    ]
}
```

Features currently map one-to-one with `SystemIndexPlugin`s, but this should be considered an implementation detail. The Get Snapshottable Features API and snapshot creation rely upon all relevant plugins being installed on the master node.

Further, the list of feature states included in a given snapshot is exposed by the Get Snapshot API, which now includes a new field, `feature_states`, which contains a list of the feature states and their associated system indices which are included in the snapshot. All system indices in feature states are also included in the `indices` array for backwards compatibility, although explicitly requesting system indices included in a feature state is deprecated. For example, an excerpt from the Get Snapshot API showing `feature_states`:
```
"feature_states": [
    {
        "feature_name": "tasks",
        "indices": [
            ".tasks"
        ]
    }
],
"indices": [
    ".tasks",
    "test1",
    "test2"
]
```

Co-authored-by: William Brafford <william.brafford@elastic.co>
2021-02-11 11:55:14 -07:00

209 lines
8.1 KiB
Text

[[create-snapshot-api]]
=== Create snapshot API
++++
<titleabbrev>Create snapshot</titleabbrev>
++++
Takes a <<snapshot-restore,snapshot>> of a cluster or specified data streams and
indices.
////
[source,console]
-----------------------------------
PUT /_snapshot/my_repository
{
"type": "fs",
"settings": {
"location": "my_backup_location"
}
}
-----------------------------------
// TESTSETUP
////
[source,console]
-----------------------------------
PUT /_snapshot/my_repository/my_snapshot
-----------------------------------
// TEST[s/my_snapshot/my_snapshot?wait_for_completion=true/]
[[create-snapshot-api-request]]
==== {api-request-title}
`PUT /_snapshot/<repository>/<snapshot>`
`POST /_snapshot/<repository>/<snapshot>`
[[create-snapshot-api-prereqs]]
==== {api-prereq-title}
* If the {es} {security-features} are enabled, you must have the
`create_snapshot` or `manage` <<privileges-list-cluster,cluster privilege>> to
use this API.
[[create-snapshot-api-desc]]
==== {api-description-title}
You can use the create snapshot API to create a <<snapshot-restore,snapshot>>, which is a
backup taken from a running {es} cluster.
By default, a snapshot includes all data streams and open indices in the
cluster, as well as the cluster state. You can change this behavior by
specifying a list of data streams and indices to back up in the body of the
snapshot request.
NOTE: You must register a snapshot repository before performing snapshot and restore operations. Use the <<put-snapshot-repo-api,put snapshot repository API>> to register new repositories and update existing ones.
The snapshot process is incremental. When creating a snapshot, {es} analyzes the list of files that are already stored in the repository and copies only files that were created or changed since the last snapshot. This process allows multiple snapshots to be preserved in the repository in a compact form.
The snapshot process is executed in non-blocking fashion, so all indexing and searching operations can run concurrently against the data stream or index that {es} is snapshotting.
A snapshot represents a point-in-time view of the moment when the snapshot was created. No records that were added to a data stream or index after the snapshot process started will be present in the snapshot.
For primary shards that have not been started and are not currently relocating, the snapshot process starts immediately. If shards are in the process of starting or relocating, {es} waits for these processes to complete before taking a snapshot.
IMPORTANT: While a snapshot of a particular shard is being created, this shard cannot be moved to another node. Relocating a shard during the snapshot process can interfere with rebalancing and allocation filtering. {es} can move a shard to another node (according to the current allocation filtering settings and rebalancing algorithm) only after the snapshot process completes.
Besides creating a copy of each data stream and index, the snapshot process can also store global cluster metadata, including persistent cluster settings and templates. The transient settings and registered snapshot repositories are not stored as part of the snapshot.
[[create-snapshot-api-path-params]]
==== {api-path-parms-title}
`<repository>`::
(Required, string)
Name of the repository to create a snapshot in.
`<snapshot>`::
(Required, string)
Name of the snapshot to create. This name must be unique in the snapshot repository.
[role="child_attributes"]
[[create-snapshot-api-request-body]]
==== {api-request-body-title}
`ignore_unavailable`::
(Optional, Boolean)
If `false`, the request returns an error for any data stream or index that is missing or closed. Defaults to `false`.
+
If `true`, the request ignores data streams and indices in `indices` that are missing or closed.
`indices`::
(Optional, string)
A comma-separated list of data streams and indices to include in the snapshot.
<<multi-index,Multi-index syntax>> is supported.
+
By default, a snapshot includes all data streams and indices in the cluster. If this
argument is provided, the snapshot only includes the specified data streams and clusters.
`include_global_state`::
+
--
(Optional, Boolean)
If `true`, the current global state is included in the snapshot.
Defaults to `true`.
The global state includes:
* Persistent cluster settings
* Index templates
* Legacy index templates
* Ingest pipelines
* {ilm-init} lifecycle policies
* Data stored in system indices, such as Watches and task records (configurable via `feature_states`)
--
+
IMPORTANT: By default, the entire snapshot will fail if one or more indices included in the snapshot do not have all primary shards available. You can change this behavior by setting <<create-snapshot-api-partial,`partial`>> to `true`.
[[create-snapshot-api-feature-states]]
`feature_states`::
(Optional, array of strings)
A list of feature states to be included in this snapshot. A list of features
available for inclusion in the snapshot and their descriptions be can be
retrieved using the <<get-snapshottable-features-api,get snapshottable features API>>.
Each feature state includes one or more system indices containing data necessary
for the function of that feature. Providing an empty array will include no feature
states in the snapshot, regardless of the value of `include_global_state`.
+
By default, all available feature states will be included in the snapshot if
`include_global_state` is `true`, or no feature states if `include_global_state`
is `false`.
include::{es-repo-dir}/rest-api/common-parms.asciidoc[tag=master-timeout]
`metadata`::
(Optional, string)
Attaches arbitrary metadata to the snapshot, such as a record of who took the snapshot, why it was taken, or any other useful data. Metadata must be less than 1024 bytes.
[[create-snapshot-api-partial]]
`partial`::
(Optional, Boolean)
If `false`, the entire snapshot will fail if one or more indices included in the snapshot do not have all primary shards available. Defaults to `false`.
+
If `true`, allows taking a partial snapshot of indices with unavailable shards.
`wait_for_completion`::
(Optional, Boolean)
If `true`, the request returns a response when the snapshot is complete.
If `false`, the request returns a response when the snapshot initializes.
Defaults to `false`.
[[create-snapshot-api-example]]
==== {api-examples-title}
The following request takes a snapshot of `index_1` and `index_2`.
[source,console]
-----------------------------------
PUT /_snapshot/my_repository/snapshot_2?wait_for_completion=true
{
"indices": "index_1,index_2",
"ignore_unavailable": true,
"include_global_state": false,
"metadata": {
"taken_by": "user123",
"taken_because": "backup before upgrading"
}
}
-----------------------------------
The API returns the following response:
[source,console-result]
----
{
"snapshot": {
"snapshot": "snapshot_2",
"uuid": "vdRctLCxSketdKb54xw67g",
"version_id": <version_id>,
"version": <version>,
"indices": [],
"data_streams": [],
"feature_states": [],
"include_global_state": false,
"metadata": {
"taken_by": "user123",
"taken_because": "backup before upgrading"
},
"state": "SUCCESS",
"start_time": "2020-06-25T14:00:28.850Z",
"start_time_in_millis": 1593093628850,
"end_time": "2020-06-25T14:00:28.850Z",
"end_time_in_millis": 1593094752018,
"duration_in_millis": 0,
"failures": [],
"shards": {
"total": 0,
"failed": 0,
"successful": 0
}
}
}
----
// TESTRESPONSE[s/"uuid": "vdRctLCxSketdKb54xw67g"/"uuid": $body.snapshot.uuid/]
// TESTRESPONSE[s/"version_id": <version_id>/"version_id": $body.snapshot.version_id/]
// TESTRESPONSE[s/"version": <version>/"version": $body.snapshot.version/]
// TESTRESPONSE[s/"start_time": "2020-06-25T14:00:28.850Z"/"start_time": $body.snapshot.start_time/]
// TESTRESPONSE[s/"start_time_in_millis": 1593093628850/"start_time_in_millis": $body.snapshot.start_time_in_millis/]
// TESTRESPONSE[s/"end_time": "2020-06-25T14:00:28.850Z"/"end_time": $body.snapshot.end_time/]
// TESTRESPONSE[s/"end_time_in_millis": 1593094752018/"end_time_in_millis": $body.snapshot.end_time_in_millis/]
// TESTRESPONSE[s/"duration_in_millis": 0/"duration_in_millis": $body.snapshot.duration_in_millis/]