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Removes `testenv` annotations and related code. These annotations originally let you skip x-pack snippet tests in the docs. However, that's no longer possible. Relates to #79309, #31619
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331 lines
10 KiB
Text
[role="xpack"]
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[[ccr-getting-started-tutorial]]
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=== Tutorial: Set up {ccr}
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++++
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<titleabbrev>Set up {ccr}</titleabbrev>
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++++
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////
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[source,console]
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----
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PUT /server-metrics
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{
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"settings" : {
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"index" : {
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"number_of_shards" : 1,
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"number_of_replicas" : 0
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}
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},
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"mappings" : {
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"properties" : {
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"@timestamp" : {
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"type" : "date"
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},
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"accept" : {
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"type" : "long"
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},
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"deny" : {
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"type" : "long"
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},
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"host" : {
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"type" : "keyword"
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},
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"response" : {
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"type" : "float"
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},
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"service" : {
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"type" : "keyword"
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},
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"total" : {
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"type" : "long"
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}
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}
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}
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}
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----
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// TESTSETUP
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////
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Use this guide to set up {ccr} (CCR) between clusters in two
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datacenters. Replicating your data across datacenters provides several benefits:
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* Brings data closer to your users or application server to reduce latency and
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response time
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* Provides your mission-critical applications with the tolerance to withstand datacenter or region outages
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In this guide, you'll learn how to:
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* Configure a <<remote-clusters,remote cluster>> with a leader index
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* Create a follower index on a local cluster
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* Create an auto-follow pattern to automatically follow time series indices
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that are periodically created in a remote cluster
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You can manually create follower indices to replicate specific indices on a
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remote cluster, or configure auto-follow patterns to replicate rolling time series indices.
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TIP: If you want to replicate data across clusters in the cloud, you can
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link:{cloud}/ec-enable-ccs.html[configure remote clusters on {ess}]. Then, you
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can <<modules-cross-cluster-search,search across clusters>> and set up {ccr}.
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[[ccr-getting-started-prerequisites]]
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==== Prerequisites
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To complete this tutorial, you need:
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* The `manage` cluster privilege on the local cluster.
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* A license on both clusters that includes {ccr}. {kibana-ref}/managing-licenses.html[Activate a free 30-day trial].
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* An index on the remote cluster that contains the data you want to replicate.
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This tutorial uses the sample eCommerce orders data set.
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{kibana-ref}/get-started.html#gs-get-data-into-kibana[Load sample data].
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* In the local cluster, all nodes with the `master` <<node-roles,node role>> must
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also have the <<remote-node,`remote_cluster_client`>> role. The local cluster
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must also have at least one node with both a data role and the
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<<remote-node,`remote_cluster_client`>> role. Individual tasks for coordinating
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replication scale based on the number of data nodes with the
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`remote_cluster_client` role in the local cluster.
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==== Connect to a remote cluster
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To replicate an index on a remote cluster (Cluster A) to a local cluster (Cluster B), you configure Cluster A as a remote on Cluster B.
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image::images/ccr-tutorial-clusters.png[ClusterA contains the leader index and ClusterB contains the follower index]
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To configure a remote cluster from Stack Management in {kib}:
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. Select *Remote Clusters* from the side navigation.
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. Specify the {es} endpoint URL, or the IP address or host name of the remote
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cluster (`ClusterA`) followed by the transport port (defaults to `9300`). For
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example, `cluster.es.eastus2.staging.azure.foundit.no:9400` or
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`192.168.1.1:9300`.
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[%collapsible%open]
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.API example
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====
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You can also use the <<cluster-update-settings,cluster update settings API>> to
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add a remote cluster:
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[source,console]
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----
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PUT /_cluster/settings
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{
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"persistent" : {
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"cluster" : {
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"remote" : {
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"leader" : {
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"seeds" : [
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"127.0.0.1:9300" <1>
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]
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}
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}
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}
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}
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}
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----
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// TEST[setup:host]
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// TEST[s/127.0.0.1:9300/\${transport_host}/]
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<1> Specifies the hostname and transport port of a seed node in the remote
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cluster.
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You can verify that the local cluster is successfully connected to the remote
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cluster.
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[source,console]
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----
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GET /_remote/info
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----
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// TEST[continued]
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The API response indicates that the local cluster is connected to the remote
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cluster with cluster alias `leader`.
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[source,console-result]
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----
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{
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"leader" : {
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"seeds" : [
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"127.0.0.1:9300"
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],
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"connected" : true,
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"num_nodes_connected" : 1, <1>
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"max_connections_per_cluster" : 3,
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"initial_connect_timeout" : "30s",
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"skip_unavailable" : false,
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"mode" : "sniff"
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}
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}
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----
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// TESTRESPONSE[s/127.0.0.1:9300/$body.leader.seeds.0/]
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// TEST[s/"connected" : true/"connected" : $body.leader.connected/]
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// TEST[s/"num_nodes_connected" : 1/"num_nodes_connected" : $body.leader.num_nodes_connected/]
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<1> The number of nodes in the remote cluster the local cluster is
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connected to.
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====
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[[ccr-enable-soft-deletes]]
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==== Enable soft deletes on leader indices
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To follow an index, it must have been created with
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<<ccr-leader-requirements,soft deletes>> enabled. If the index doesn’t have
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soft deletes enabled, you must reindex it and use the new index as the leader
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index. Soft deletes are enabled by default on new indices
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created with {es} 7.0.0 and later.
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include::../../../x-pack/docs/en/security/authentication/remote-clusters-privileges.asciidoc[tag=configure-ccr-privileges]
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[[ccr-getting-started-follower-index]]
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==== Create a follower index to replicate a specific index
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When you create a follower index, you reference the remote cluster and the
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leader index in your remote cluster.
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To create a follower index from Stack Management in {kib}:
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. Select *Cross-Cluster Replication* in the side navigation and choose the
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*Follower Indices* tab.
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. Choose the cluster (ClusterA) containing the leader index you want to
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replicate.
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. Enter the name of the leader index, which is
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`kibana_sample_data_ecommerce` if you are following the tutorial.
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. Enter a name for your follower index, such as `follower-kibana-sample-data`.
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{es} initializes the follower using the
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<<ccr-remote-recovery, remote recovery>>
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process, which transfers the existing Lucene segment files from the leader
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index to the follower index. The index status changes to *Paused*. When the
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remote recovery process is complete, the index following begins and the status
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changes to *Active*.
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When you index documents into your leader index, {es} replicates the documents
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in the follower index.
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[role="screenshot"]
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image::images/ccr-follower-index.png["The Cross-Cluster Replication page in {kib}"]
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[%collapsible%open]
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.API example
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====
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You can also use the <<ccr-put-follow,create follower API>> to create follower
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indices. When you create a follower index, you must reference the remote cluster
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and the leader index that you created in the remote cluster.
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When initiating the follower request, the response returns before the
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<<ccr-remote-recovery, remote recovery>> process completes. To wait for the process
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to complete, add the `wait_for_active_shards` parameter to your request.
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[source,console]
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----
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PUT /server-metrics-follower/_ccr/follow?wait_for_active_shards=1
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{
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"remote_cluster" : "leader",
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"leader_index" : "server-metrics"
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}
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----
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// TEST[continued]
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//////////////////////////
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[source,console-result]
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--------------------------------------------------
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{
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"follow_index_created" : true,
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"follow_index_shards_acked" : true,
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"index_following_started" : true
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}
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--------------------------------------------------
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//////////////////////////
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Use the
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<<ccr-get-follow-stats,get follower stats API>> to inspect the status of
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replication.
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//////////////////////////
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[source,console]
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--------------------------------------------------
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POST /server-metrics-follower/_ccr/pause_follow
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POST /server-metrics-follower/_close
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POST /server-metrics-follower/_ccr/unfollow
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--------------------------------------------------
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// TEST[continued]
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//////////////////////////
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====
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[[ccr-getting-started-auto-follow]]
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==== Create an auto-follow pattern to replicate time series indices
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You use <<ccr-auto-follow,auto-follow patterns>> to automatically create new
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followers for rolling time series indices. Whenever the name of a new index on
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the remote cluster matches the auto-follow pattern, a corresponding follower
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index is added to the local cluster.
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An auto-follow pattern specifies the remote cluster you want to replicate from,
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and one or more index patterns that specify the rolling time series indices you
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want to replicate.
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// tag::ccr-create-auto-follow-pattern-tag[]
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To create an auto-follow pattern from Stack Management in {kib}:
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. Select *Cross Cluster Replication* in the side navigation and choose the
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*Auto-follow patterns* tab.
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. Enter a name for the auto-follow pattern, such as `beats`.
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. Choose the remote cluster that contains the index you want to replicate,
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which in the example scenario is Cluster A.
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. Enter one or more index patterns that identify the indices you want to
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replicate from the remote cluster. For example, enter
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`metricbeat-* packetbeat-*` to automatically create followers for {metricbeat} and {packetbeat} indices.
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. Enter *follower-* as the prefix to apply to the names of the follower indices so
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you can more easily identify replicated indices.
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As new indices matching these patterns are
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created on the remote, {es} automatically replicates them to local follower indices.
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[role="screenshot"]
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image::images/auto-follow-patterns.png["The Auto-follow patterns page in {kib}"]
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// end::ccr-create-auto-follow-pattern-tag[]
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[%collapsible%open]
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.API example
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====
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Use the <<ccr-put-auto-follow-pattern,create auto-follow pattern API>> to
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configure auto-follow patterns.
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[source,console]
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----
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PUT /_ccr/auto_follow/beats
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{
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"remote_cluster" : "leader",
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"leader_index_patterns" :
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[
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"metricbeat-*", <1>
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"packetbeat-*" <2>
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],
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"follow_index_pattern" : "{{leader_index}}-copy" <3>
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}
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----
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// TEST[continued]
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<1> Automatically follow new {metricbeat} indices.
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<2> Automatically follow new {packetbeat} indices.
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<3> The name of the follower index is derived from the name of the leader index
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by adding the suffix `-copy` to the name of the leader index.
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//////////////////////////
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[source,console-result]
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--------------------------------------------------
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{
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"acknowledged" : true
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}
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--------------------------------------------------
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//////////////////////////
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//////////////////////////
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[source,console]
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--------------------------------------------------
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DELETE /_ccr/auto_follow/beats
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--------------------------------------------------
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// TEST[continued]
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//////////////////////////
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====
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